Rate cards are used for creating predefined campaigns as a product or a package. You can add associated prices and campaign management features as well. You can create a complete order for a campaign in just a few seconds by using rate cards.
This chapter elaborates on the creation of rate cards through the Administration screen. The next section, Add a rate card to an offer or option, discusses how to add a rate card during campaign creation.
To create a new rate card:
- Click Admin in the left navigation menu. The Administration screen opens.
- Click Ratecard configuration. The Rate cards screen opens. For a description of the different table columns, refer to Table columns - Rate cards.
The Rate cards screen lets you duplicate, activate, deactivate, or download a rate card:
- To duplicate a rate card, select the rate card and click the Duplicate button.
- To activate an inactive rate card, select the rate card, and click the Activate button.
- To deactivate an active rate card, select the rate card and click the Deactivate button.
- To download a rate card as a spreadsheet, select the rate card and click the Download as XLS button.
To create a new rate card, click the Add rate card button. This opens the Header tab of the new rate card, where you define the details of the new rate card.
Enter a name in the Name field. The name of the rate card often refers to the validity period of the rate card. For example, the name 2016 Q2 refers to the second quarter of 2016.
In the Valid from field, use the calendar to select the date the validity period of the rate card starts.
In the Valid till field, use the calendar to select the date the validity period of the rate card ends.
Select true or false from the Active drop-down menu to determine the status of the rate card. You can only add active rate cards to a campaign.
Click the Save button to save your new rate card.
After saving the rate card, the Rates tab becomes available. The Rates tab shows a table containing all rates belonging to the rate card. For a description of the different table columns, refer to Table columns - Rate cards.
The Rates tab enables you to search for specific rates, remove rates, and filter the list by category.
- To search for a rate, enter a search term in the search box, and the overview will change accordingly.
- To remove a rate, select the rate and click the Remove button.
- Select the category from the Select a category drop-down and click the Ok button to filter the list by category. You cannot create categories through the interface. Contact Support if you wish to add a new category.
To add a new rate to the rate card:
- Click the Add rate button. This opens the New rate screen, where you define the details for the new rate.
- Define a name for the rate in the Name field. It is well-advised to choose a name that refers to the position or package.
- Enter the UMA ID in the UMA id field. The UMA ID is a shortened code for a specific rate or tariff used as an agreement between agencies and publishers.
- Select a category from the Category drop-down menu. You cannot create categories through the interface. Contact Support if you wish to add a new category.
- Select a pricing model (e.g., CPM, CPC, or CPP) from the Pricing calculation drop-down menu.
- Enter a tariff for the pricing model in the Tariff field.
- Only when the pricing model is CPP: Select a pricing time unit, i.e., day or hours, from the Pricing time unit drop-down menu.
Only when the pricing model is CPP: Enter a pricing time value in the Pricing time value field.
A numerical example explains how CPP, or the cost per period, as a pricing model works. Assume the tariff of the CPP pricing model is 20, the pricing time unit is set at day and the pricing time value at 7. This means the cost per period of 20 applies to a period of 7 days.
- Select the to reach unit from the Implied to reach unit drop-down menu, e.g., impressions or clicks.
- (Optional) Enter the minimum volume an advertiser should buy in the Min to reach volume field. When entering the numerical objective of a campaign, you should take this minimum value into account (see Add a campaign).
- (Optional) Enter the maximum volume an advertiser can buy in the Max to reach volume field.
- Select a cost code from the Cost code drop-down menu if you wish to add a fixed cost or discount to the rate. The cost code describes the reason for the cost or discount, e.g., a streaming cost or a refund for a humanitarian advertiser.
- Decide whether the extra cost or discount influences the agency commission by selecting True or False from the Cost commission drop-down menu.
- Enter the tariff of the cost or discount in the Cost amount field.
- Decide whether the cost or discount is fixed or based on a volume in the Cost volume based field.
- Select the minimum user level that can add the rate to a campaign from the Min user-level drop-down.
- Select the maximum user level that can add the rate to a campaign from the Max user-level drop-down.
- Select the minimum priority the rate can be applied to from the Min campaign priority drop-down. For example, if this value is set at paying, you can only book the rate at the paying priority level or a higher priority.
- Select the maximum priority the rate can be applied to from the Max campaign priority drop-down. For example, if this value is set inhouse, you can only book the rate at the inhouse priority level or a lower priority.
- Click the Save button to save your new rate.
After specifying the rate's details (refer to the previous paragraph), you must add one or more commercial products to the rate. Commercial products are pre-made bookings that make it possible to create, for example, thematic packages.
When you add a rate card to a campaign, the commercial products are added as bookings to the campaign – saving you a lot of time.
For a description of the different table columns, refer to Table columns - Rate cards.
To add a commercial product to a rate:
- Click the Add commercial product button. This opens the Header tab, where you define the commercial product's details.
- From the Position ID field, select a position from the Booking filter modal window. If the selected position is a channel, you can exclude publications and/or positions.
- To exclude a publication:
- Click Exclude publications. The Exclude publications modal window opens.
- Select the publications you wish to exclude.
- Click the Save button.
- To exclude a position:
- Click Exclude positions. The Exclude positions modal window opens.
- Select the positions you wish to exclude.
- Click the Save button.
You cannot remove a commercial product when it is active in a campaign.
All details of the rate card are specified now. You are now ready to add a rate card to an offer or option: Add a rate card to an offer or option.