Workflow Overview - Planning Requirements

Check out our AdTech Academy Course to learn more!

Campaign planning in Basis includes media plans and line items. Planning a campaign requires the campaign name, budget, start/end dates, objective, KPI, and goal.

Planning Hierarchy

In the planning stage, the buyer creates the campaign based on the brand’s objectives. The overall campaign goals and building the media plan include the following details in the workflow.

Direct, Search, and Social Hierarchy

Search, Social, Direct planning and analytics follow identical workflows including Negotiations, RFP, Approval, IO, and Revisions.

DSP Hierarchy

Creating Media Plans and Saving Line Items

The media plan page assists you in creating a campaign by capturing and saving the line items of proposal updates.

Campaign Details and Media Plan Page Examples

When multiple users modify a plan simultaneously, Basis stores the most recent, saved change. The last user to save a change to the media plan overrides the previous changes. The media plan reflects the "Last saved" by time.