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Introducing the Planner

Formerly known as the Live 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.

Select "New Plan" to start creating a targeting scenario.

📺 CTV: 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, see CTV Line Item setup for more details.

2. Choose the relevant targeting mode in the planner

You can choose between Standard and Cookieless targeting modes.

  • By selecting Standard targeting mode, you will be able to view all targeting options available at Teads and planning figures will show full potential reach available

  • By selecting Cookieless targeting mode, you will be able to only view 100% cookieless targeting options at Teads. Planning figures displayed will be 100% cookieless (meaning that Ad opportunities or Teads IDs solely relying on user identification, such as cookies or mobile advertising IDs, are not included in estimations)

Note: once you select a mode, don't forget to add a plan name so that you can save your targeting later.

3. Location Targeting Selection

By default, all locations are selected. Narrow down the geo-targeting by selecting “Let me choose.”

  • Country, Region, Metro and City are targetable under "Location name."

  • Zip Code targeting is accessible through "Add Postal Codes In Bulk."

You can easily 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:

In the example above you can see multiple countries have been selected. On the right hand side, you can view a breakdown of total Teads IDs and Ad Opportunities by country selected.

4. Data Targeting Selection

In this section, you’ll be able to select your preferred audience or context.

Below is how this section will appear when Standard targeting mode is selected:

Below is how this section will appear when Cookieless targeting mode is selected:

4.1 Teads Audience

When selecting Standard mode this filter allows to select any of Teads 300+ pre-curated Audiences.

  • Gender & Age: age/gender is automatically "AND" with 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.

When selecting Cookieless mode you will only be able to view audiences that are cookieless ready, as per within the campaign line item under cookieless targeting mode.

4.2 Custom Audiences

For more granular targeting needs, you can create and plan with a Standard Custom Audience or a Cookieless Custom Audience.

Please note: you can only view Standard Custom Audiences in Standard targeting mode and Cookieless Custom Audiences can only be viewed in Cookieless targeting mode

Quick Tip: Custom Audience or Cookieless Custom Audience should first be created within the Data Manager. Once created, it will automatically appear in the Planner. Easily locate the custom audience by its ID.

4.3 First Party Audiences

You can also access any of your advertiser's first party audiences from your seat and include these in your planning with other parameters applied.

4.4 Contextual Targeting

Add in contextual targeting as a standalone tactic in order to operate contextual targeting.

This option is available in both Standard and Cookieless targeting modes, as Contextual targeting is cookieless by design.

5. Language

Include or exclude languages in this section.

6. Inventory

Access Brand Safety, Sitelist, IAB Category Site & Inventory Tiered targeting within this section.

Note: within the sitelist parameter, you can either include or exclude a sitelist that has already been built in the sitelist section, by searching for the name or ID.

Alternatively, you can add websites directly into the planner by selecting the Website button below:

Please note: this is for planning purposes only and does not create a sitelist. You should still create this within the sitelist tab

IMPORTANT: 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.

7. Technology

Include or exclude any device, os, or browser targeting for any given plan. If you want to go even more granularly you can also choose specific mobile device targeting such as Mobile Carrier, Mobile Model, Mobile Brand, or Mobile Category.

How to read “Estimated Reach”

After defining your audience, the Planner provides visibility on estimated Teads ID's and ad opportunities on a daily or monthly basis.

1. 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.

2. 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.

Please note: when these figures are displayed in Cookieless mode they do not include Teads IDs or Ad Opportunities that solely require user identification, such as cookies or mobile advertising IDs

Quick Tip: The planner will highlight the Reach in Blue, Orange, or Red depending on the scale.

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.

There will be a section at the bottom of your screen with the following options:

  • 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.

Note: 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.

To learn more about these and other enhancements, check our updated Support Center.

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