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Rate cards are used for creating predefined campaigns as a product or a package. Associated prices and campaign management features can be added as well. By using rate cards you can create a complete order for a campaign in just a few seconds.

This chapter elaborates on the creation of rate cards through the Administration screen. The next chapter, Add a rate card to an offer or option, discusses how to add a rate card during the process of campaign creation. 

Rate cards

To create a new rate card:

  1. Click Admin in the left navigation menu. This opens the Administration screen.
  2. Click Ratecard configuration. This opens the Rate cards screen. For a description of the different table columns, refer to Table columns - Rate cards

    The Rate cards screen lets you duplicate, activate, deactivate, or download a rate card:
    • To duplicate a rate card, select the rate card and click the Copy button.
    • To activate an inactive rate card, select the rate card and click the Activate button. 
    • To deactivate an active rate card, select the rate card and click the Deactivate button. 
    • To download a rate card as a spreadsheet, select the rate card and click the Download as XLS button
  3. To create a new rate card, click the Add rate card button. This opens the Header tab of the new rate card where you define the details of the new rate card.
    Header tab of a rate card - click for a larger view 

  4. Enter a name in the Name field. The name of the rate card often refers to the validity period of the rate card. For example, the name 2016 Q2 refers to the second quarter of 2016. 

  5. In the Valid from field, use the calendar to select the date the validity period of the rate card starts.

  6. In the Valid till field, use the calendar to select the date the validity period of the rate card ends.

  7. Select true or false from the Active drop-down menu to determine the status of the rate card. You can only add active rate cards to a campaign. 

  8. Click the Save button to save your new rate card.

Rates

After saving the rate card, the Rates tab becomes available. The Rates tab shows a table containing all rates belonging to the rate card. For a description of the different table columns, refer to Table columns - Rate cards

Rates table - click for a larger view

The Rates tab enables you to search for specific rates, to remove rates, and to filter the list by category.

  • To search for a rate, enter a search term in the search box and the overview will change accordingly. 
  • To remove a rate, select the rate and click the Remove button. 
  • To filter the list by category, select the category from the Select a category drop-down and click the Ok button. You cannot create categories through the interface. Contact Support if you wish to add a new category. 

To add a new rate to the rate card:

  1. Click the Add rate button. This opens the New rate screen, where you define the details for the new rate.
    New rate screen - click for a larger view 
  2. Define a name for the rate in the Name field. It is well advised to choose a name that refers to the position or package. 
  3. Enter the UMA ID in the UMA id field. The UMA ID is a shortened code for a specific rate or tariff that is used as an agreement between agencies and publishers. 
  4. Select a category from the Category drop-down menu. You cannot create categories through the interface. Contact Support if you wish to add a new category.
  5. Select a pricing model (e.g. CPM, CPC, or CPP) from the Pricing calculation drop-down menu.
  6. Enter a tariff for the pricing model in the Tariff field.
  7. Only when the pricing model is CPP: Select a pricing time unit, i.e. day or hours, from the Pricing time unit drop-down menu.
  8. Only when the pricing model is CPP: Enter a pricing time value in the Pricing time value field. 

    A numerical example explains how CPP, or the cost per period, as a pricing model works. Assume the tariff of the CPP pricing model is 20, the pricing time unit is set at day, and the pricing time value at 7. This means the cost per period of 20 is applicable to a period of 7 days.

  9. Select the to reach unit from the Implied to reach unit drop-down menu, e.g. impressions or clicks.
  10. (Optional) Enter the minimum volume an advertiser should buy in the Min to reach volume field. When entering the numerical objective of a campaign, you should take this minimum value into account (see Add a campaign).
  11. (Optional) Enter the maximum volume an advertiser can buy in the Max to reach volume field.
  12. Select a cost code from the Cost code drop-down menu if you wish to add a fixed cost or discount to the rate. The cost code describes the reason of the cost or discount, e.g. a streaming cost or a discount for an humanitarian advertiser. 
  13. Decide whether the extra cost or discount influences the agency commission by selecting True or False from the Cost commission drop-down menu.
  14. Enter the tariff of the cost or discount in the Cost amount field.
  15. Decide whether the cost or discount is fixed or based on a volume in the Cost volume based field. 
  16. Select the minimum user level that can add the rate to a campaign from the Min user level drop-down.
  17. Select the maximum user level that can add the rate to a campaign from the Max user level drop-down. 
  18. Select the minimum priority the rate can be applied to from the Min campaign priority drop-down. For example, if this value is set at paying, you can only book the rate at the paying priority level or a higher priority. 
  19. Select the maximum priority the rate can be applied to from the Max campaign priority drop-down. For example, if this value is set at inhouse, you can only book the rate at the inhouse priority level or a lower priority. 
  20. Click the Save button to save your new rate.  

Commercial products

After specifying the rate's details (refer to the previous paragraph), you have to add one or more commercial products to the rate. Commercial products are pre-made bookings that make it possible to create, for example, thematic packages.

When you add a rate card to a campaign, the commercial products are added as bookings to the campaign  saving you a lot of time. 

For a description of the different table columns, refer to Table columns - Rate cards

To add a commercial product to a rate:

  1. Click the Add commercial product button. This opens the Header tab, where you define the commercial product's details.
    Add commercial product - click for a larger view
  2. From the Position ID field, select a position from the Booking filter modal window. If the selected position is a channel, you can exclude publications and/or positions.
    • To exclude a publication:
      • Click Exclude publications, this opens the Exclude publications modal window.
      • Select the publications you wish to exclude. 
      • Click the Save button.
    • To exclude a position:
      • Click Exclude positions, this opens the Exclude positions modal window.
      • Select the positions you wish to exclude.
      • Click the Save button. 
  3. Select the to reach unit from the Implied to reach unit drop-down menu, e.g. impressions or clicks.  
  4. Enter the minimum value the commercial product should reach in the Minimum to reach unit field.
  5. Enter the maximum value the commercial product should reach in the Maximum to reach unit field. 
  6. Select the delivery method from the Implied delivery method drop-down menu.
  7. If SOV is the delivery method, select the delivery percentage in the Implied delivery parameter field. Slide to the desired percentage or enter it and click the Ok button.
  8. Select whether the default status of the commercial product (when you add the rate card to the campaign) is paused or active from the Default active status drop-down. This enables you to prevent that the delivery of a commercial product does not start by accident. 
  9. Specify if it is possible to duplicate the commercial product in the Allowed copies field. 
  10. Specify how the impressions of the commercial product should deliver with respect to other commercial products from the rate in the Share field. Slide to the desired percentage or enter it and click the Ok button.
  11. Enter the minimum duration of the validity period in the Minimum duration hours field.
  12. Enter the maximum duration of the validity period in the Maximum duration hours field. 
  13. Choose a constraint level from the Implied delivery constraint level drop-down. The constraint level dictates at which level the cap (or number of impressions) of an individual visitor should be taken into account before the delivery of the current booking stops. 
  14. Enter the duration period of the frequency cap in hours (independent from the first impression) in the Implied delivery constraint expiry duration field. If the duration period is equal to 24, the frequency cap resets after one day. 
  15. Enter when the frequency cap should reset after the visitor's first impression in the Implied delivery constraint amount field. If the time span equals to 5 and a first impression is delivered at 10 am, the frequency cap will reset at 3 pm. Adhese reconsiders the duration of the frequency cap after the surfer pays a subsequent visit after 3 pm.

    If there is no duration period, the frequency cap never resets. If the frequency cap is reached, Adhese won't display the booking or creative anymore.

  16. Pick a date from the calendar and set a hour to specify when the frequency cap should expire in the Delivery constraint expiry date field. 
  17. In addition, dependent upon your account details, you are able to add multiple targeting variables to the commercial product – enabling you to create thematic packages. 
  18. Click the Save button to add the commercial product to the rate.

You cannot remove a commercial product when it is active in a campaign.

All details of the rate card are specified now. You are now ready to add a rate card to a offer or option: Add a rate card to an offer or option.

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