Agency Knowledge Base
Expert Self-Service OOH buyers home base
By Zachary1 author59 articles
- How To Track RequestsFollow what you've asked media owners for, chase what's late, and cross-check against your plan's Availability filter.
- How To Request Availability And HoldsThe difference between available and held, the sequence from request to booking, and how to stop holds expiring.
- The Manage Units PageEvery bulk action available under Manage → Units, and how to batch your selections sensibly.
- How To Edit A Published CampaignChange a live campaign's settings, read the Review Campaign Changes screen, and protect the units you've marked up.
- The Manage TabEvery section of a campaign's Manage tab, how it differs from Plan, and the usual order of execution work.
- How To Choose And Save Grid ColumnsPick which columns your campaign grid shows, how your preference differs from the organisation default, and useful column sets.
- How To Copy Units And POIs Between CampaignsReuse work from one campaign on another — units, units with tags, or a POI list — and what to check afterwards.
- How To Favorite UnitsShortlist units one at a time or in bulk, and use the exclude-favorited filter to work through a big plan.
- How To Sort UnitsReorder your plan by CPM, impressions or health score, and combine sorting with filters to find real value.
- How To Filter Units On Your PlanThe Availability states and every other filter on a campaign, plus how filters combine with the draw tool.
- Understanding The Plan TabThe four areas of a campaign's Plan tab, what you can do there, and where the other tabs fit.
- How To Review And Create Your CampaignWhat to check in the Campaign Overview panel before you click Create Campaign, and what happens afterwards.
- How To Select Media OwnersChoose who receives your request, exclude the ones you don't want, and create a campaign without sending anything.
- How To Attach Files To Your CampaignUpload a brief or spec sheet for media owners, add supplier notes, and know the file limits.
- How To Create A New CampaignHow to start a self-serve campaign, what each build step sets, and what happens when you create it.
- The Other Export TypesThe Spend, Summary and POP exports, which question each one answers, and when to run them.
- Export TemplatesFix the shape of your exports with a template, why that's safer than using grid columns, and how to get one built.
- How To Export A Media PlanProduce the client-facing version of your campaign as a PDF or editable deck, and tidy the plan first.
- How To Read Reach And Frequency By MarketWhat each column in the market breakdown means, the three patterns to check, and audience versus local impressions.
- How To Set Takedown DatesRecord when creative came down — via the three-dots menu — and see posted and takedown dates across a campaign.
- How To Request Missing POPChase proof of performance that never arrived, and why this is the one follow-up that is genuinely time-limited.
- Proof Of Performance (POP)What POP covers, how to download it, when it arrives, and how to tell good POP from unusable POP.
- How To Review Creative ProofsWhat to look for in a design proof, how to prioritise a large batch, and why timing matters.
- Understanding Creative StatusWhat each creative status means, the two filters to run before launch, and why artwork gets rejected.
- How To Upload CreativesSupply artwork for your booked units, get the specification right first, and find what's still missing.
- The Creatives TabThe four sections of the Creatives tab, the difference between a proof and a POP, and the creative timeline.
- Where To See Your FeesFind the fees that apply to your account, see them on a campaign, and reconcile a total that looks wrong.
- How Booking WorksThe six stages from planned to contracted, why "available" isn't secured, and how to track where a campaign stands.
- How To Manage Campaign FilesKeep documents with the campaign, and understand which ones media owners can see.
- Finding Your Way Around AdQuickWhat each item in the top navigation is for, plus your account menu and branding.
- How To Archive And Restore CampaignsTake a campaign out of your working list, find it again, and restore it — including what archiving does to your units.
- How To Manage Users On Your AccountAdd colleagues, set them as Admin or Standard, and remove access — all from Settings → Organization → Team.
- How To Set Your AdvertiserPick the advertiser a campaign belongs to, or create a new one without leaving the planner.
- How To Add Audience TargetingScore your inventory against an audience segment, filter the catalogue by provider and status, and read the shaded map.
- How To Filter Units By Your POIsUse the Filter Units toggle to restrict your plan to inventory near your points of interest, and fix an empty plan.
- How To Set A POI RadiusSet how far from each point of interest you'll consider inventory, and pick a sensible distance.
- How To Choose Your LocationsAdd the markets your campaign runs in, add or clear them in bulk, and what to do when a market doesn't appear.
- How To Choose Your FormatsPick static or digital and which media types to include, and read Matched Units to see the effect.
- How To Set Your Campaign BudgetEnter your total campaign budget, understand what it does and doesn't affect, and change it later.
- How To Tag UnitsApply your own labels to units in bulk, tag by market, and filter back to a set you built once.
- How To Import POIs From A FileThe two accepted file formats, how to upload a CSV or Excel file, and what to check when places don't appear.
- How To Send RFPs From Your CampaignSend availability requests to media owners after a campaign exists, and what to check before you do.
- How To View Unit DetailsOpen a unit to see its photo, specifications, impressions, pricing, audiences and comments.
- The Campaign GridSee your units as a spreadsheet, what the columns cover, and when the grid beats the map or the sidebar.
- How To Use The Refreshed Since FilterFilter Browse to inventory whose data has been updated recently, and know when not to.
- How To Export Your UnitsExport your campaign's units to a spreadsheet, and check which columns you are about to send.
- How To Mark Units As BookedRecord an agreed buy on your campaign, when to do it, and how to check the result.
- How To Filter Inventory In BrowseSearch a location, then narrow the catalogue with the filter bar and the More panel.
- How To Remove Units From Your PlanRemove units in bulk from the map, clear out incomplete listings, and what to check before you do.
- The Campaigns IndexHow to read the campaign cards on your Campaigns page, and what the star and three-dot controls do.
- How To Filter Your CampaignsSearch, filter by status or advertiser, and reach your archived campaigns.
- How To Set Your Campaign DatesChoose strict, multiple or flexible dates, and understand how each one affects the inventory you get back.
- How To Add Units From Browse To A CampaignFilter inventory, draw around the units you want with the map tools, and add them to a campaign you already have.
- Introduction To BrowseSearch the whole inventory catalogue outside of any campaign, and understand when to use it.
- How To Add Points Of Interest (POIs)Search for places, add every result at once, or import a list, so your POIs appear as markers on the map.
- How To Use The Draw ToolDraw a shape on your campaign map and act on every unit inside it at once — the four action groups and how to work safely.
- How To Search By Face IDLook up a specific unit by the media owner's Face ID or its Geopath Tab Panel ID, and troubleshoot an empty result.
- How To Review And Remove POIsHow your POIs are grouped, how to find one in a long list, and how to remove one, a group, or all of them.
- How To Save Custom BoundsTurn a drawn shape into a permanent boundary on your campaign map, and know when to use bounds rather than tags.