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archived versions

v.05, Jan 2023

Scope

This document presents the high-level features provided by the Mint Platform.

Structure

This document it is structured following the modules available within the Mint Platform. Each module is accompanied by: a description, a list of key features, and a workflow overview. Where required, additional sections are included.

1. Module I: Company Settings

1.1 Description

This module describes the Settings page, where company information is registered. Here you can find the Users & Permissions, Integrations, User activities, and Naming Convention pages. Access the settings page by clicking the ‘gear’ icon at the bottom of the left-hand menu bar. On the left side, company information can be filled in by the administrator. This includes a logo, name, industry, website, LinkedIn, Address, ZIP code, and description. On the right, there are tabs that point to the corresponding page.

1.2 User and Permissions

The Users & Permissions page allows User roles and permissions to be defined. Here, the Client can search and select Users and define their roles, as well as create new ones. User permissions are selected in the table below. There are three options for user access: ‘No access’, ‘Read Only’, and ‘Read and Write’. - ‘No access’ denies access to a given area of the platform; - ‘Read Only’ allows the user to read the campaigns and their data; ‘Read and Write’ allows full reading and editing access to the campaigns. This way, Admin users can manage the permissions for all users, allowing or denying access to all areas of the campaigns and platform as desired. For example, a user can be allowed access to the Campaigns’ Planning and Settings, but not the Insights; or with "Read-only" permissions for Insights. Ticking the box in the relevant column assigns that permission to the role. Tick a box in the header and all the rows underneath it will be selected too. A dashed box indicates a header row below which some, not all, permissions are selected. Click ‘Save’ to implement the role.

You can enable multi-factor authentication, but doing so will require all the accounts within a company to set it up as well.

1.3 Integrations

This module allows the Client to configure the Media AdTech Partner (MAP) they would like to use with Mint. Integrations include platforms, publishers, ad networks, ad servers, analytics, and brand safety. When a MAP is selected for integration, it will be made available within the modules for planning, campaign settings, trafficking, and insights. These services are external to Mint, are offered by third-party providers, and require separate accounts. However, the advertising campaigns being run through these separate accounts can be managed through integration with Mint.

There are three types of integrations, each coming with its own set of features:

Two-way integration:
identifiable with a purple icon of two arrows, a two-ways integration is connected via API and MINT is able to both read the data and write campaigns and elements in the platform.

One-way integration:
identifiable by a blue icon with one arrow, through a one-way integration we are able to retrieve reporting that could be via API or via scheduled reporting.

Virtual integration:
these are identifiable by a green icon with a dotted arrow. This means that either the platform does not have an API integration, like a media or ad network, or that a direct integration is not yet available, but we can ingest data from it using an ad server, analytics, or brand safety integrations.

Independent of their type, we can use all platforms in the strategy, media mix, media plan, optimization, and insights. In addition, for two-way integrations, you are able to create elements on them or automate settings configurations. As well as the type of integration, the platform cards display the platform name, the logo, its category, and whether it is integrated into your account or if you have yet to add it.

On the top left of the page, you can filter the view by Integrated or Not Integrated platforms as well as switch between pages. On the left, we have a list of channels and categories. You can search for a specific platform with the search bar at the top of the screen or filter the platforms by channel, for example, by Search, which gives this view.

On the right hand side, we have the option to Sort By A-Z or Connection Type.

Or by Category, for example, by DSP, to give this view.

When an integration has been configured, the selected service will be made available within the modules of Media Plan, Campaign Settings, Trafficking, and Insights. The newly integrated service will also be picked up by the Recommendation Engine.

1.4 List of Integrations

Here, you can find the up to date Integrations List.

1.5  User activities

The User Activities Page displays the changes implemented to the campaigns by users. At the top of the screen, a campaign, date range, users, and channels can be chosen in order to filter the changes displayed. The table shows the user’s name and role, the date, time, and the description of the change they implemented, for example, changing the allocated budget.

1.6 Naming Convention

The Naming Convention is a set of rules that defines the name of each placement as seen in the Trafficking module. It allows us to recognize all the information about one ad in one place.

The ‘Map to’ column lists the elements that can be defined, where any number of elements can be defined in any order. Drag the rows by the dots to change the order. Each element corresponds to the identical element in the Planning Module.

The “Prefix” value column concerns text in the Naming Convention that automatically precedes each corresponding element in the Trafficking placement. The user can write a prefix of any length with any characters that will be automatically repeated before each element in the Trafficking placement.

The “Fixed” Value is a string of text input by the user which is pasted to the corresponding element in the placement, regardless of what is written in the corresponding column in the Planning module.

The “Default” value is the opposite of the fixed value. When a Default Value for an element is explicitly set in the Naming Convention, and in the Planning Module for the corresponding column the cell is empty, the system automatically applies the Default Value to that empty cell in the Planning Module.

The “Separator” column defines the separator symbol between each element of the naming Convention and is defined by the user.

You can delete elements from the Naming Convention by clicking the “x” at the end of the row and they will be automatically deleted from the table.

2. My Campaigns

2.1 Description

All the modules can be viewed and accessed from within the “My Campaign” section, where Mint also displays key campaign details to view at a glance.

2.2 Working with My Campaigns
  • To find your Campaigns, click the “Rocket” icon in the main menu bar.
  • You can start by creating a new Campaign by clicking the “Create New Campaign” button.
  • Search Campaigns by name, using the “Search” box at the top of the list.
  • Narrow down the list of Campaigns to a specific date range, use the “Calendar” tool, found on the right side of the list.
  • Click on the three dots menu site on the right to proceed to the others modules.
  • On the top right hand side of the page you can select the export button to download the campaigns in the excel format.
  • Duplicate campaign, where you can have the possibility to copy the campaign.

3. Module II: Campaign Strategic Brief

3.1 Description

The Strategy module allows the Client to further define the campaign by adding a description, managing KPIs and adding additional informative documents to the campaign. Moreover, it is where the media mix gets defined and channel mixes are created.

3.2 Key Features

This module allows the user:

  • To define the general campaign description.
  • To define the budget and date range of the campaign.
  • To define KPIs and Channel Mix.
3.3 Workflow

To create a new campaign, the Client goes through the following workflow.

The first step its to to configure the primary campaign information, such as name, flight dates, and currency budget. A campaign description can be added and the Client can choose the overall campaign objective. Primary KPI goals can be configured and additional files can be uploaded, to keep track of campaign-related information. The information entered within the Strategy will be maintained across the campaign configuration process and displayed at the top of the screen. This makes it easy to keep track of dates, budget allocation, and spending.

Moreover, the Channel Mix supports the marketing funnel management, as well as channel-specific metrics and budgets. The sliders on the right can be set to distribute the allocated budget in various channels and platforms, which creates a corresponding budget pie chart for this specific Channel Mix.

The Client can set preferred KPIs and can also show the budget split by funnel strategy to go deeper in detail and show how the budget is to be distributed by the funnel strategy.

4. Module III: Campaign Planning

4.1 Description

The Media Plan is accessible under the Planning tab and works based on an intuitive drag-and-drop interface. This allows the Client to first select the desired channel (like: Search, Social, Display,Video and many others), then select the related platform to work with.
Next, the campaign row can be configured by allocating a media budget and selecting flight dates as well as other desired parameters like price type, price value, format and many others. Each channel and related platform row will pick up and display overall values for flight dates, according to campaign row dates. Budgets and custom goals and parameters can be configured at media row levels; the campaign and media plan levels are automatically updated as they are aggregated values.
Users are allowed to add all columns that they want, including Tech cost ones, which will be automatically calculated and custom ones, that can be named in any way.

The Media Plan includes Predictive Planning, available if there are 90 days of data, which is an automated feature that brings Artificial Intelligence into the media planning process. This feature provides the Client with optimal budgets to spend at the media row level, in order to achieve desired results for a particular metric.

All they have to do is enter the overall campaign budget and  choose the KPI, then Mint will automatically allocate it to the configured channels and platforms. This eliminates guesswork and saves time because there is no more need to allocate manually.

4.2 Carbon Neutral

On the top-right, with the Carbon Neutral toggle, we can find our new Carbon Offset Feature. By clicking the little leaf icon, we enable two columns: - the estimates for CO2 emissions and the offset cost. With this feature, we can calculate the amount of CO2 a campaign emits and automatically pair it with climate-positive projects, ensuring the campaign runs with net-zero emissions. Right next to it, with the smaller leaf, is the notifications side.

At the end of the media plan, the client will be able to accept the offset cost to make their campaign carbon-neutral. Once accepted, our certified supplier Climate Partner will create a digital certificate attesting to the amount of CO2 compensated.

4.3 Versioning

At the top of the page there is the possibility to access the versioning that can be managed from this input field by simply clicking on “Manage” or by clicking the versioning icon on the side bar, here you can see all the available versions.

4.4 Recommendations

Apart from the dedicated page for notifications and alerts, it’s possible to access recommendations related to a specific campaign through the Planning section, by clicking on the small “robot” Icon on the right side of the page.

5. Module IV: Campaign Settings

5.1 Description

At the campaign row level, the Client can configure the Campaign Settings that are specific to the chosen external platform.

5.2 Key features

The two-way platforms settings page will replicate all possible settings available for the MAP, using API. All the features that are available and displayed on the UI are automatically updated to the MAP, by clicking the "Save" button, thanks to the API connection, with no additional manual operation needed.

The one-way and virtual platforms settings page is needed in order to have a proper mapping with AdServer, Analytics, and/or scheduled reports.

5.3 Workflow

To access a two-way platform's settings page, users need to select the desired account if there are multiple accounts integrated for the same natively integrated platform (with API). The settings can include the campaign name, total budget, or campaign flight dates. The Client specifies the overall goals the campaign should be measured against (E.g. Clicks, CTR, CPV, CPM, CPL, Likes, Conversion Rate, Completed Views, etc.)

Each natively integrated external platform will come with its own granular settings, including, for example, line items for DSPs, AdSets for Facebook, etc. These lower levels of configuration come with targeting, budgeting, bidding, general strategy, and ad creation options,

For one-way and virtual platforms, Clients can configure some basic campaign settings and create the table with the elements to be mapped in the Trafficking module and/or with the scheduled reporting.

6. Module V: Trafficking and AD operations

6.1 Description

In the Trafficking module, Clients are able to connect Mint to an Ad server account and manage cross-platform ads in one place, regardless of whether we integrate natively with a specific platform or not. The Ad servers we currently integrate with are Campaign Manager, AdForm, Sizmek and Appsflyer.

6.2 Key features

The module allows Clients to select one of the ad server accounts from the integrated ones, then use a common campaign taxonomy to manage ads across platforms. The page replicates the structure already defined in Planning and Settings automatically and suggests a default configuration for placements. For the display channel platforms in case of Campaign Manager, Clients can also upload and manage ad creatives, right within Mint.

In addition, all platforms allow the configuration of conversion tags/floodlight activities, which can then become Campaign Goals and be reported on as metrics.

6.3 Workflow

When first using the Trafficking module, it is necessary to select the ad server account to be used. Then, the channels and platforms that are configured within the campaign’s Media Plan will be displayed. In each case, the Campaign and Site are automatically selected using the default settings in the Integration. Users can accept the default configuration for placements or can select existing Ad Placements.

7. Module VI: Suggestions Engine

7.1 Description

The Recommendation Engine provides Clients with suggestions about how to adjust their campaigns for the best performance. This feature is available within the Notifications area of Mint. There are two types of recommendations:

Recommendations:
Our algorithm evaluates performances, measures saturation, correlates media cost and selected targets, and applies business and technical constraints in order to predict the optimum budgets for maximum campaign performance. Recommendations for specific Media plans can be found on the Media Plan page itself.

Alerts:
Our algorithm warns the User if there is anything going wrong in any campaign.

7.2 Key features

The Recommendation Engine is a feature that uses Artificial Intelligence in order to recommend budget and settings adjustments at all levels: Channel, Platform, Campaign, and Insertion Order (if supported).  Each recommendation comes with the following features:

  • A notification header, which mentions: the Campaign title, the type of notification, the time when it was created, and the Campaign budget (if the recommendation refers to budget adjustments).
  • The recommendation itself: all recommendations can be collapsed and expanded, according to the campaign rows, in order to make adjustments at all levels.
  • The possibility to accept or reject the recommendation.
7.3 Workflow

Each recommendation can be accepted or rejected. If accepted, budget recommendations are applied automatically to the scenario in question. Settings recommendations need to be handled manually. When rejecting any type of recommendation, we encourage Clients to leave feedback, so that we can improve the system.

Alerts:

8. Module VII: Campaign Insights

8.1 Description

This module provides advanced cross-channel reporting that enables the Client to monitor the performance of each campaign, both overall and by channel.

8.2 Key features

The key features of this module include overall campaign reports as well as custom granular reports.

For two-way integrations, this module facilitates access to retrieved data directly from the integrated platforms, plus data retrieved from AdServer, Google Analytics, and brand safety platforms, using API thanks to the correct mapping into the Trafficking page.

For one-way integrations, reports visualize data retrieved from scheduled reports and ingested from AdServer, Google Analytics, and brand safety platform, using API thanks to the correct mapping into the Trafficking page.

For virtual platforms, reports visualize data retrieved from AdServer, Google Analytics, and brand safety platform, using API thanks to the correct mapping into the Trafficking page.

8.3 Workflow

During the first setup, we let the client choose among existing dashboards that will include progress-related metrics (goals, days completed, budget spent, etc.). A breakdown table that lists key metrics for all campaign channels and platforms, as well as a channel overview, bar chart, and many others are available.

8.4 Dashboard

We provide the possibility to create and customise your own dashboard with the support of our specialists. Different dashboards can be initiated, related to different campaigns and we can switch from one dashboard to another and have a clear overview of the existing ones.

8.5 Actual vs. Goals

The Goals & Progress section provides a visualisation or dashboard where it is possible to see and analyse the progress of the objectives that have been set and their metrics for the campaign or channel mix (media plan) of your choice. Some of the data included in the visualisation or for example in the progress graph,  is related to the goals, budget spent and so on in a certain time frame.

Moreover, in the dashboard it is possible to have detailed information about the budget spent by channel and platform. As well as a comparison between all channel mixes that compose the campaign and their monthly progress, adapted to the goal that want to be analysed.