Overview
Once your column schema is set, you’re ready to create a media plan. Each plan serves as a centralized workspace where teams can define, track, and optimize marketing investments.
Plans will be created with the Draft status. Learn more about plan statuses and user roles here: https://agencypmg.atlassian.net/wiki/x/m4L1BAE
Instructions
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Navigate to the Plan Settings section by going to: Planning & Strategy → Media Planner → Media Plan Settings and click Add Plan
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This creates a new plan with the columns defined in the Admin Columns section. Next, update the name of the plan and click Save
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Now, click the View Plan button to navigate to the Planner page. On this page, click Download Plan in the 3-dot menu to download a template for uploading records.
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Next, add records to the downloaded file, ensuring you’re using the accepted values. Once your file is updated, save it.
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Lastly, upload the plan records to Alli by clicking the Upload CSV from the 3-dot menu.
