About this documentation
This is a guide to the administration features of ADPOINT and PLANPOINT.
Unless otherwise described, this documentation covers the English language setting. You can however easily switch between English language and your preferred language through the user menu. This may help you find out what a specific feature is called in your language.
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Administration settings
Administration settings is a collection of panels each with its own general purpose. Some panels apply to either ADPOINT or PLANPOINT while others are used by both applications.
Please note: Administration settings are available to users with Administrator credentials only.
Please note: Changing settings in the Administration panels may impact overall performance or functionality of your solution. You may want to test new settings on your separate test system before changing production system settings.
Opening Administration settings
The Administration panel is opened from the Admin menu:
Overview
To the left, there is a panel showing all the administration pages. Pages are organized under a category, i.e. “Notifications” and each category can be expanded or collapsed to make it easier to overview the panels that are available.
Tip: Use the Search field above the categories to filter administration pages. To remove the filter, simply delete the text in the search field.
Notifications
Notifications are ways of sending messages from ADPOINT or PLANPOINT to users via email or other messaging systems (optional) when a certain criteria is met.
The template editor is used to design the message and the Email scheduler defines when a message is sent and which template should be used.
Template editor
Purpose
The template editor is used to define templates for various notifications, i.e. email, text messages etc. These templates are used for sending automated messages or they can be manually selected by users with access to the Send feature.
Overview
The list shows all defined templates sorted by template name or group.
To change the sort order click the column headers once or twice (changes sort order).
To edit a template click the pencil.
To delete a template click the red x. A warning page will be shown to confirm deletion.
To create a new template, click the CREATE NEW TEMPLATE button
The edit and create new screen
Template name | A unique name for the template. |
User groups | Select one or more user groups where group members should be able to use the template |
Auto | Switch to on if the template should be available for automatic sending. If switched off, the template can only be used for manual sending. |
Email type | Select the purpose of the template. Choose between: |
Proof type | For proof type templates, select if the proof should be in the form of an attached PDF file or a link pointing to the proof on a portal page. |
To | The receiver of the email. The field is not required. |
Show CC and BCC | Switch to show or hide CC and BCC fields |
CC | The CC receiver of the email. The field is not required. |
BCC | The BCC receiver of the email. The field is not required. |
From | The sender of the email. The field is not required. |
Reply to | The reply to value of the email. The field is not required. |
Set status | Select the status to be applied upon successful sending of the email. |
Text message | Opens the Phone number and Text field to be used when sending text messages |
Phone number | Select the country code and enter the phone number of the text message receiver. For automatic templates this value will be overwritten with a value defined by the system. |
Text field | Enter the message of the text message |
Subject | Enter the Subject of the email message. This may include variables from the ADPOINT database. |
Variables, Editor and Preview tabs
Variable tab | Used for defining variables of data from the ADPOINT database. |
Editor tab | Used for entering HTML code for the formatting of the email. You can paste code from your favorite HTML design application to the Editor tab. |
Preview tab | Used to preview how the email templates look. In the “Enter lineitem…” field enter a valid value for an existing lineitem to preview how the templates look with that particular lineitem. If the template includes variables that depend on specific lineitem information, this field can be used to test different scenarios based on different lineitems. Please note, when HTML is used in emails, care must be taken to ensure the code renders correctly in various email readers. Please consult your system administration for additional information. |
Click SAVE to save the template or CANCEL to leave the screen without saving the template.
Email scheduler
Purpose
The Email scheduler defines the rules for sending automatic emails. When a rule is active, the system will continuously scan the rule to find any lineitem or campaign that match the rule. When a match is found, the rule is activated and one or more messages are sent using the templates.
In addition to the sending rules, it is also possible to define exceptions that prevents a general rule to apply to lineitems or campaigns with certain criteria.
Example:
Sending rule: A sending rule can be set up to for material specifications where the Production Code is “ABC” to send reminders to customers who has not delivered creatives within 2 hours of the material deadline. When these conditions are met, the rule will fire.
Exception: An exception can be made so that the sending rule does not fire if the customer is “Company XYZ”.
Overview
The CREATE NEW RULE button creates a new rule and opens the edit screen.
The Sending rule list shows all sending rules, their names, the production codes to which they apply and a set of controls:
Activation switch: When turned on, the rule is active. When turned off, the rule is inactive.
Pencil: Edit the rule
Duplicate: Duplicate the rule
Red X: Delete the rule (After a warning is shown)
The Exceptions list shows all exceptions and the rule they apply to.
Pencil: Edit the rule
Red X: Delete the rule (After a warning is shown)
The edit and create new rule screen
Rule name | The name of the rule. |
Relative to | Select the deadline to which the rule should relate. |
Level | Select the level to which the rule should apply. |
Exclude weekends | Set the switch on to exclude weekends (The weekdays that are included in the weekend can be configured by the system administrator) |
Active | Set the switch on to activate the rule. |
Set initial statuses | Select the statuses that should apply for the rule to fire. |
Standard mode | TBA |
Filter rules | Create a filter to select the right lineitem or campaign. Filters are defined the same way they are defined in the MyAds overview. To add a new line to the filter, press + To delete a line from the filter, press x |
Actions | Actions are the definition on when and what happens when the rules fire. You can define multiple actions for one rule Days: The number of days before the value of the deadline selected in the “Relative to” field. Hours: The number of hours before the value of the deadline selected in the “Relative to” field. Minutes: The number of minutes before the value of the deadline selected in the “Relative to” field. Template: The email template to send when the rule fires. Set status: The status that will be applied to the line item/campaign after the rule has fired Click the ADD ACTION to add a new action. Click the duplicate icon in the Actions frame to duplicate an action. Click the x icon in the Actions frame to delete an action. |
Exceptions | Choose one or more exceptions that should apply to the rule. Click the ADD EXCEPTION button to add an exception. Click the pencil icon to edit an exception. Click the x icon to delete an exception. Exceptions are covered in depth below. |
Click SUBMIT to save the rule or CANCEL to leave the screen without saving the rule.
Exceptions
Exceptions apply to one or more rules.
Exception name | The name of the exception. |
Filter rules | Create a filter to select the lineitem or campaign to which the exception should apply. Filters are defined the same way they are defined in the MyAds overview. To add a new line to the filter, press + To delete a line from the filter, press x |
Material requests | TBA |
Frequency | TBA |
Time | TBA |
Template | TBA |
Set status | TBA |
Look ahead | TBA |
Click SUBMIT to save the exception or CANCEL to leave the screen without saving the exception.
Mappings
Mappings relate to digital ads only. Through the use of mappings a ruleset is defined to connect lineitem information to a specific creative size. Mappings are therefore useful when line item information does not specify a size which is the case for some order management systems.
Create Mappings
Purpose
Example:
A line item has a placement code “ABC” but no size. Through creative mappings this placement code can be converted into a specific size, ie. “728 x 90 px”.
In this case, a mapping is set up to parse all lineitems for placement code = “abc”. When found, the value 728 x 90 is passed to the size (dimension) field.
Overview
The + creates a new mapping.
The pencil edits an existing mapping
The duplicate icon duplicates a mapping
The x deletes a mapping
The edit screen
Field | Select the field name that should be mapped |
Operator | Select how the value should relate to the field name. |
Value | Enter the value to compare with the field name. As data is entered, a list of possible (exisiting) matches is shown. |
Logical | Select AND or OR to add another mapping line. AND means the current line and the line above should both be true for the mapping to apply. OR means the current line or the line above should both be true for the mapping to apply. |
Width | Enter the width (in pixels) that should be applied to the line item if the mapping applies |
Height | Enter the height (in pixels) that should be applied to the line item if the mapping applies |
Target | Enter the target that should be applied to the line item if the mapping applies |
Validation
ADPOINT validates incoming creatives in order to describe potential errors and warnings that could prevent the creative from being printed or served correctly.
When a creative is uploaded to ADPOINT, validation rules decide which validation profile should be used for the creative.
Validation Rules
Purpose
A validation rules consists of one or more criteria to identify a creative and subsequently decide which validation profile should be applied to the creative.
Overview
Tabs: Select between validation filters for digital and print creatives respectively.
The CREATE NEW RULE button creates a new validation rule.
The pencil edits an existing validation rule.
The duplicate icon duplicates a validation rule.
The x deletes a validation rule.
Edit validation rules
Field | Select the field name that should be validated |
Operator | Select how the value should relate to the field name. |
Value | Enter the value to compare with the field name. As data is entered, a list of possible (existing) matches is shown. |
Logical | Click the AND means the current line and the line above should both be true for the filter to apply. OR means the current line or the line above should both be true for the filter to apply. Click the |
Profile name | Select a profile |
sign to add a new row. Then select AND or OR to define how the logical relation to the new row should work:
“-” sign to delete a row.Validation Profiles
Purpose
A Validation profiles is in fact a checklist that is used to validate the content of an incoming creative. The profile determines which tests should be performed and what results of the test can be accepted.
A validation profile can contain a lot of individual tests and the result of each test is then compared with an value or range of values.
The result of the test is reported merely as information, a warning or an error.
Overview
Tabs: Select between validation filters for digital and print creatives respectively.
The CREATE NEW VALIDATION PROFILE button creates a new validation profile.
The double circle + sign creates a child profile.
The pencil edits an existing validation profile.
The duplicate icon duplicates a validation profile.
The x deletes a validation profile.
Child profiles
Child profiles are profiles that inherit the settings of the original (parent) profile. This is useful when making a number of profiles with minor differences.
For the initial setting, a Child profile is identical to the parent. The Child can be set up to inherit settings from the parent profile, so when When changing a setting in the parent profile, this is inherited to the child profile.
Edit Validation profiles
Validation profiles are made up by a number of property tests - each test referring to a specific property of the creative file.
In order to make it easier to organize the property tests, these tests are listed on a tab referring to the general type of creative:
TEXT/HTML | Typically refers to HTML banners. |
IMAGE | refers to static images, often represented as a JPG, PNG or GIF file. |
AUDIO | Refers to audio files typically used for radio spots, podcasts etc. |
VIDEO | Refers to video files typically used for video creatives. |
For parent profiles only, it is possible to add a new MIME type profile in order to create a new set of properties specific to a the MIME type. Upon creation, the MIME type will appear in the tab list.
Under each tab, a list of property test is presented.
Inherited | Indicates if the value should be inherited from the parent profile. The name of the parent profile appears near the title of the profile. |
Property | The property to test. |
Ignore | Check this box to ignore (omit) the test |
Action | Select how the result of the test should be reported: Info: Merely reports the result of the test. |
When | An operator used to compare the value of the test with the expected value. |
Value | The expected value. The content of the value field changes in relation to the Property. |
As booked | Compares the result of the test with a value of the property imported as part of the booking for the specific line item. |
Tolerance | A value that can be added to or subtracted from the Value in order to accept that the result lies between the tolerance values. |
Postprocessing Configuration
Coming soon
Users and Groups
A group can contain one or more users. The purpose of organizing users in groups is that the group defines the level of access for its members, making it simple to assign the same access to multiple users at the same time.
On user level, a role is assigned to determine which features the user has in the system.
Users
Purpose
The User admin panel is used to maintain users.
Overview
The CREATE NEW USER button creates a new user.
The Search field can be used to limit the number of users shown in the list. The search applies to the user name.
The Show external users switch shows external users in the list.
The Show deleted users switch shows deleted users in the list.
The pencil edits an existing user.
The duplicate icon duplicates a user.
The x deletes a user
LDAP users are users that are maintained by another service such as Okta, Onelogin or Active Directory (Optional). While LDAP users appear in user lists inside ADPOINT and PLANPOINT, they can only be edited through their system of origin.
The edit screen
User name | The user name used for logging in. |
The email of the user. Please make sure this email can be accessed by the user. | |
Role | Select the role of the user. The role decide which features are available to the user. |
Producer type | Select the producer type of the user. (Optional) |
Select user group(s) | Select one or more groups to which the user belongs. |
Password | Enter the password of the user. Passwords appears as dots by default, but clicking the Eye icon shows the password in plain text. |
Title | Enter the title of the user. This may appear in notifications. (Optional) |
First name | Enter the first name of the user. This may appear in notifications. (Optional) |
Middle name | Enter the middle name of the user. This may appear in notifications. (Optional) |
Last name | Enter the last name of the user. This may appear in notifications. (Optional) |
Phone | Enter the phone number of the user. This may appear in notifications. (Optional) |
Cell | Enter the cell phone number of the user. This may appear in notifications. (Optional) |
Contact booker | Enter the contact booker information of the user. This may appear in notifications. (Optional) |
Contact producer | Enter the contact producer information of the user. This may appear in notifications. (Optional) |
Groups
Purpose
The User admin panel is used to maintain groups.
The overview
The CREATE NEW GROUP button creates a new group.
The Search field can be used to limit the number of groups shown in the list. The search applies to the group name.
The pencil edits an existing group.
The duplicate icon duplicates a group.
The x deletes a group
The Edit Screen
Group name | The name of the group. |
Pages | Select a filter to limit the pages that can be seen by group members. (Optional) |
Access filter | Select a filter to limit the page materials that can be seen by group members. (Optional) |
Access filter | Select a filter to limit the ads that can be seen by group members. (Optional) |
Access filter | Select a filter to limit the Ad materials that can be seen by group members. (Optional) |
Access filter | Select a filter to limit the assets that can be seen by group members. (Optional) |
Welcome message | Enter a welcome message that will appear on first login of a group member. (Optional) |
Description | Enter a description of the group. (Optional) |
Access filters
Access filter are used to limit access for members of a group to certain pages, ads or assets. When selecting a filter, users that are members of the group, only sees pages, ads or assets that is found by the filter.
Example
We want to limit members of the “ABC group” to only see ads that are booked for the publication named “The Courier”. To do so, a filter should be created that filters on publication=”Courier”.
This filter should then be selected as the Ad material access filter for the “ABC group” which means that the group members only see the ads found by the filter.
Adding Members to a group
Group members are in fact users. In the Members area, a list of all users is represented in the left column. Members of the group are in the right column.
To add a member, select the user in the left column and click the ADD > button.
To remove a member, select the user in the right column and click the < REMOVE button
The search field is used to search for usernames.