Introducing the Planner
The Planner - available under the "Data Management" tab - is a tool to help plan for campaigns. Access multiple targeting dimensions and combine them directly in the Live Planner to assess estimations ahead of campaign launch. It also comes with a “save and retrieve” function, letting you save a plan, and later implement your targeting into a line of a branding campaign. With this advanced planning tool, it only takes a few seconds to estimate the scale of any targeting combinations.
How to Use the Planner
1. Go to the Planner section within the Data Management tab.
2. Select New Plan to start creating a targeting scenario
Note: If your seat is eligible to Connected TV, you will see two options when clicking on "New Plan":
Web & Mobile App: plan to deliver video and display ads on web (mobile & desktop) and mobile applications.
CTV: plan to deliver your video ads on Connected TV.
The below instructions are for the Web & Mobile App type of plan. CTV plans have a specific set of targeting options. Reach out to your local Teads support for more information or contact us via Intercom.
3. Select your location
Country, Region, Metro and City are targetable under Location name
Zip Code targeting is accessible through Add Postal Codes In Bulk
Note: By default, all locations are selected. Narrow down the geo-targeting by selecting "Let me choose"
Plan for multiple countries at the same time. When you select multiple countries in the location field, you will be able to view and export the breakdown of each country that you have selected by selecting Show by Country under the planning estimation figures on the right-hand side
4. Select your Audience or Contextual targeting
Targeting Options
Targeting Options
Leverage all targeting solutions available including those that require user identification (Cookies, Mobile Advertising IDs). This includes:
Teads Audiences
Custom Audiences
First Party Audiences
Contextual Targeting
You can view the planning gauge on the right hand side of the page to understand if your Cookieless potential is low or sufficient:
Click on the arrow beneath the Planning figures to view more details
Cookieless: Sufficient - means your targeting set up has a sufficient volume of targetable Cookieless Ad opportunities
Cookieless: Low - means your targeting set up is heavily Cookie-based and does not use enough Cookieless Ad opportunities
Note: Teads Cookieless Gauge in the standard targeting mode will provide you with the tools to make informed and strategic targeting decisions in preparation for a Cookieless world.
Note:
Gender & Age: age/gender automatically creates an "AND" logic when audiences from another category are applied.
Audiences: add audiences from other categories (Sociodemographic, Interest, Intent, Past Purchases) by browsing through the category or by typing it in. Narrow up to two levels or exclude when needed.
Audience and Contextual targeting combinations create an AND logic
5. Select other targeting options required, such as:
Language
Brand Safety/ Brand Suitability
Websites (site list, category, or tier)
Technology
Caution: Keep in mind that every targeting option you choose at each stage will act as filters, and will result in reduced inventory. Always refer to the estimated reach to validate feasibility.
Additional Features:
Reach figures explained
Reach figures explained
After defining your audience, the Planner provides visibility on estimated Teads ID's and ad opportunities on a daily or monthly basis.
Matching Teads IDs: Teads IDs are used to define our reach figure. Teads IDs are associated with browsers or devices, not people. If a person uses multiple devices, such as a phone, a tablet, and two different browsers on a laptop, each device or browser is identified separately. Similarly, if people share a computer or a device, a single Teads ID might represent multiple people. So if someone views your ad in Chrome, then visits your website in Firefox, Teads will have no way of associating the ad impression with the visit of your site, even though both events took place on the same computer.
Estimated Ad Opportunities: Estimated Ad Opportunities refers to the maximum potential opportunities to deliver an ad. This is not a reflection of deliverable impressions, as the estimation is unable to account for competition/price/frequency capping etc.
Tip: The planner will highlight the Reach in Blue, Orange, or Red depending on the scale.
Save and Retrieve Function
Save and Retrieve Function
Once you have created a plan, you will have the ability to save it, download the targeting scenario, and implement the saved plan into a campaign line item.
Save - this allows you to save your plan for later reference or use in a campaign.
Download - download an excel sheet with an overview of the targeting scenario you have created
Reset - restart your targeting plan, from scratch.
Cancel - cancel any changes you made prior to saving.
As a planner, this "save and retrieve" function will help you save time by giving you the option to:
Save drafts of plans. Work is no longer lost and you can make changes at a later time.
Create your own library of targeting plans.
Let other members of your seat review targeting plans
As a trader, you can save a significant amount of time by being able to import existing targeting plans into campaigns.
Caution: Any changes made to a plan will not be applied to campaign lines that used the plan import function. If you want to change targeting on a running campaign, you must do so within the campaign setup and not through the Planner.