The Plan tab is where you work on a campaign once it exists. Everything you do to shape the buy — reviewing units, filtering, tagging, organising, removing — happens here.
You land on it automatically after creating a campaign, and reach it any time by clicking a campaign name on your Campaigns page.
The Four Areas
Area | What it is for |
The map | Every unit on the campaign, plotted. This is also where you draw a shape to act on many units at once. |
The unit sidebar | The same units as cards with photos, alongside the map. Best for judging sites by eye. Click any card to open the unit's full detail. |
The grid | The same units as a spreadsheet, with columns you choose. Best for comparing many units on the same attribute, or spotting gaps in your data. |
The filter bar | Narrows all of the above at once. They always show the same set of units. |
*Note: The map, the sidebar and the grid are three views of one thing, not three separate collections. Filtering to twenty units means twenty pins, twenty cards and twenty rows.
Which one you work in is a matter of what you are doing. The map answers where, the sidebar answers what does it look like, and the grid answers how do these compare.
What You Can Do Here
Review — open each unit to see its photo, size, impressions and price.
Narrow — filter by availability, format, vendor and much more.
Mark up — favorite units and apply tags so you can find them again.
Organise — group units into flights or packages.
Work in bulk — draw a shape on the map and act on everything inside it.
Remove — take units off the campaign entirely.
A Tools menu holds the less frequent bulk actions, such as adding market tags or clearing out units with missing information.
Where The Other Tabs Fit
The Plan tab covers the buy itself. The rest of the campaign lives alongside it:
Manage — sending requests to media owners, tracking holds, contracts and files.
Creatives — artwork and its approval status.
Analytics — measurement once the campaign is live.
**Note: Changes you make on the Plan tab are saved as you go, but they do not notify media owners. Requests only go out when you send them from Manage.