© 2008 eyeblaster. all rights reserved sales training presented by: aya edelstein ● team leader...

© 2008 Eyeblaster. All rights reserved

Sales TrainingPresented by: Aya Edelstein ● Team Leader Credit Control ● January 2010

Billing Module


AgendaMain Goal

Who is entitled to make the changes?

Account Settings

Who pays?

Premium Features

CC4S

EB Search

Professional Services

Rate Cards

Overdelivery

• IO

• PO

• Who receives Invoices?

• Definitions

• Billing per Time Zone

• ACM

• TEBIO

• Credit Process

• Summary

• Pre-Billing


Main Goal

Describe the correct billing procedure in order to avoid the following issues:

• Wrong details on the ACM Platform• Campaigns billed to the wrong account • Clients charged the wrong rates• Invoices sent to the wrong person• Missing correct contact details• Wrong Billing Analysis

Remember:• Wrong billing can harm our relationship with the customer.• If the campaign is not billed properly, no money will be collected.


Who is Entitled to Make the Changes?

US – Campaign Execution team

International – Sales Managers / Account Managers


Account Settings - IntroductionWhat do we bill for?

• Primarily we bill for impressions (CPM) or clicks (CPC).

• We also bill for special features such as dynamic data, polling, and creative services, CC4S.

How much do we charge for impressions?

• The cost depends on the ad format and weight.

• The actual price is determined in the customer rate card or special PF are created for products which are not CPM Based

Who pays?

• There may be more than one account paying for a campaign. For example, the publisher may pay for some flights and the agency

for other flights.

© 2008 Eyeblaster. All rights reserved© 2008 Eyeblaster. All rights reserved© 2008 Eyeblaster. All rights reserved

Account Settings - Billing FlowA Campaign is sold to an agency

Campaign/Flights/Ads are created

IOs are sent

IOs are approved by clientIOs are not approved by client

Campaign goes live

Invoices are created and sent

Campaign doesn’t go live

© 2008 Eyeblaster. All rights reserved© 2008 Eyeblaster. All rights reserved© 2008 Eyeblaster. All rights reserved

Account Settings - Hierarchy

Settings made on “lower” levels

will always override all settings

that were made on “higher” levels.

For example, paying account set

on the campaign level will override

the account level settings.

Publisher

Flight

Account

Campaign

© 2008 Eyeblaster. All rights reserved© 2008 Eyeblaster. All rights reserved

Account Settings - ACM System Administration – Paying AccountBy default the publisher is billed, except for simple banners and tracking pixels which are billed to the agency.

Select this checkbox if the publisher is billed for the serving costs

This checkbox is selected by default

Select this checkbox if the network is billed for its publisher’s serving costs

Select this checkbox if the agency is billed for the serving costs

If both the Agency is Billable for all campaigns and the Ignore ‘Agency is billable’ flag for this account are selected, the publisher is to be billed


Account Settings - MediaMind - Paying Account

By default, the media agency is billed for its campaigns.

These checkboxes are selected by default

Select this checkbox if the site is billed for the serving costs

Select this checkbox if the network is billed for the serving costs


Editing Campaign’s Paying AccountTo define who will pay for the campaign:

1. From Client Services > Campaign,

select the desired campaign.

2. Click Edit Paying Accounts.


Editing Campaign’s Paying Account

Select None to use the Account settings (Default)

Select Publisher to bill the campaign publisher/s.Select Other to use any

existing account in the system as the paying account for the

campaign.

Select Agency to bill the campaign’s media agency.


Editing Flight’s Paying AccountYou might want to change the billing settings for a specific flight.

To edit flight settings:

1. From Client Services > Flights, select the

desired flight.

2. Click Edit Paying Accounts.


Editing Flight’s Paying Account

Select Agency to bill the flight’s related media agency.



Select Publisher to bill the flight’s related publisher.



Select Other to bill any other existing account in the system.


Premium Features

To define Premium features:

1. From Client Services >

Campaigns, select the

campaign.

2. Click Premium Features.

The Premium Features

window appears.


Premium Features

3. Click Add New.The Add New page appears.

4. ?[Verify that you are in the correct paying account].


Premium Features

5. From the drop-down list select

the premium feature.


Premium Features

6. Enter the feature’s description

7. From the drop-down list select the redeeming date.

8. Enter the rate (full amount) (UK before VAT).

9. Enter the currency. Double check you are using the

correct currency.

10.Enter the reference PO.

11.Select this checkbox if you want to include the fees for this premium

feature in the paying account’s premium features invoice.


EB Search

• EB Search is a campaign manager for search engine marketing campaigns.

• This CPC fee is not set in the rate card but assigned manually by the finance team in Israel. The EB Search fee is included in a separate special invoice for EB Search campaigns (even if the client uses CC4S). This invoice is built manually by the finance team in Israel.

• The EB Search fees will be included in the pre-billing reports that finance sends out to local CS team. It is the responsibility of the local CS team to verify that everything in the pre-billing is correct.


CC4S /EB Search - Activation

• Every new CC4S and/or EB Search client should sign the relevant agreement(s) before we enable the account to run the activity. Once the client signs the agreement, the client can then be enabled and the contract will remain in effect for a year.

• All current clients should sign the agreements in order to receive the service.



Currently, our billing system is designed for serving ads.

Any work which is given outside of the format is being billed by Premium feature.

Current process:

1. The request should be made by PO request or at least an email

2. The customer needs to advise on which campaign to bill the premium feature.

3. Time estimation to work on the job and estimated price and the redeeming date of the project

4. The request will be sent to the Credit Control Team and will have the information as per slide 23 [two slides ahead?]



5. The billing will be on campaign level

6. AM/SM/Campaign Execution team responsible to create the PF

7. The customer signs the IO/SOW – AM/SM or the project manager to follow up on signatures.

8. PF insertion on the platform should be done by the 24th of the redeeming month.



Customer Name Customer # Campaign Name

Campaign ID Redeeming Date

PO Number Currency

Amount before VAT

Sales Rep Paid Feature Details of Premium Feature -

Description

Advertiser Contact Name

Contact - Email

Address


Rate CardsThe rate card includes the rates for the ad formats and premium features.


Set Up New Rate CardFrom Client Services > Rate Cards, click Add New.

You can also select a similar rate card, click Copy and make the necessary adjustments.


Rates Settings

Settings made on “lower” levels

will always override all settings

that were made on “higher”

levels.

For example, rates set on the IO

level will override any rates that

were inherited by default from the

account level or were set

specifically (manually) on the

campaign level.

Market Rate Card

Account Rate Card

Campaign Rate Card

IO Rate Card

AD’s rate (under flights)


Rates

By default, an account gets the market rate card.

To assign a specific rate card to an account:

1. Select an account.

2. Open the Billing info

section.

3. Select the rate card.


RatesTo assign a specific rate card to

a campaign:

1. Go to Client Services >

Campaigns.

2. Select the campaign

and click Edit Paying

Accounts.



RatesIf a specific rate card is set for a campaign there is also a specific paying account

(agency, publisher(s) or „other“, see screen shot below). In case you change the

paying account of a flight, the rate card will stay as on campaign level unless you

change the IO rate card or the rate of the flight.


RatesYou can assign a rate per flight/ad.

To assign a specific rate to a flight/ad:

1. From Client Services > Flights, select the flight and click

Change Rates.

2. Clear the Set CPM/CPC per Rate Card checkbox.

3. Manually enter the CPM/CPC rate(s).


Rates


Rates

4. From Set Premium CPM Rate, Click Edit.

5. Edit the rates.


RatesYou can also define a rate card in the IO level. The defined rate card will

apply to all the flights included in the IO.

To assign a specific rate card to an IO:

ACM System Administration:

1. From Billing > IOs List, select the IO and click Edit IO.



RatesMediaMind:

1. To select the IO:

• From Manage > Insertion Orders, select the IO and click

Settings.


RatesOr:

a. From Manage > Campaigns, select the campaign and

select Edit > Costs > Eyeblaster Costs.


Ratesb. From My Insertion Order, select the IO and click Settings.


Rates2. Select the rate card.


Rates

In the IO list you can see the rate card defined for the IO.


RatesIn MediaMind you can view in the campaign level, the rates for each ad.

• From:

• Manage > Insertion Orders, or

• Manage > Campaigns > Costs > Eyeblaster Costs,

click View IO.


Rates2. Expand Campaign Details.

3. Expand a placement to view the ad‘s rates.


Over Delivery - Hardstop

Rate Card Level

• % of free default impressions (only if hard stop activated)

Account Level

• % of over delivery threshold

• Adjustments for over delivery according to the account settings are calculated for regular impressions only, and exclude hardstop impressions.


Over Delivery - HardstopRate Card Level

Define % of free default impressions (Default Banner), when Hardstop is activated

Account Level (Billing Information)

Define % of over delivery threshold

Adjustments will be made only for regular over delivered impressions.



Examples

Rate Card Level

100,000 impressions ordered, 115,000 impressions served, percentage on rate

card level set to 7%.

If hardstop was activated from the 100,001 impression, then Eyeblaster will not

bill the client for the first 7,000 impressions, and will bill for the rest 8,000

impressions. The rate will be as defined in the Default Banner – CPM

setting.



Examples

Account Level

1. A flight has 1000 ordered impressions. It served 1300 impressions (no

hardstop). The threshold at the account level is 20%. The adjustment should

be calculated for the 200 regular impressions only, other 100 impressions

should be charged regular CPM.

2. A flight has 1000 ordered impressions. It served 1300 imp., 200 of them were

default image impressions (hardstop). The threshold at the account level is

20%. The adjustment should be calculated for the 100 regular impressions

only


Insertion OrdersAn IO (Insertion Order) is a legal agreement used to engage with an Eyeblaster client for the

provision of an Eyeblaster service: ad-serving or a professional service, such as campaign setup, creative services, custom report and so on.

In a campaign with multiple paying accounts, a separate IO is created for each paying account related to the campaign.

An IO is created if the campaign includes at least one published ad.


Insertion OrdersIOs are automatically created and updated: [one single system?]

• In MediaMind: Once every four hours.

• In ACM:

• For a Standard Banner Ad [campaign?]: Immediately

• For a Rich Media [campaign]: Once every four hours.If you cannot wait four hours, you can generate the IO manually:

• ACM: From Campaigns > Campaign List, select the campaign and click

the ‘Generate and send IOs’ button.


Insertion Orders• MediaMind:

Campaigns page:

• From Manage > Campaigns, select the campaign and click Generate IO.


Insertion OrdersCampaigns Costs tab

1. From Manage > Campaigns, select the campaign and select Edit > Costs > Eyeblaster Costs.

2. From My Insertion Order, select the IO and click Generate IO.


Insertion OrdersCampaigns Tags tab:

1. From Manage > Campaigns, select the campaign and select Edit > Tags > Publish to Sites.

2. From Send Code Package to, select Sites contacts and to me.3. Click Send Code.


Insertion Orders – Legal StatusThe account’s legal status defines whether its IOs are created, sent out, are required to be signed and so on. For example, you can set

an ACM accounts to a ‘No IO required’ legal status.To define the account’s legal status:

ACM System Administration1. From Client Services > Accounts:

• To create a new account, Click Add New, or• To edit an existing account, select the account and click Edit.

2. From Billing info, from Legal Status, select the legal status.


Insertion Orders – Legal StatusMediaMind

1. From System Administration > Accounts:• To create a new account, Click Add Account, or

• To edit an existing account, select the account and click Edit > Billing.

2. From Legal Status, select the legal status.3. When you select No IO required, you can set the expiry date,

for example, the expiry date of the ACM agreement.


Insertion Orders – Recipients and Signatories

Who receives the IO?

Account users with ‘Billing’ permission have access to the billing portal

IO email alerts are sent to the following:

In MediaMind: Once every four hours.

• Account billing contact

• Account users with billing role ONLY

• Publisher account user who has billing and sales person roles will get alerts for his flights only

• Agency account user who has billing and media planner roles will get alerts for his campaigns only

• Any additional user that was assigned to sign the specific IO

Who can sign an IO?

Anyone with billing permissions.If the IO is not signed, the flight will not be served


Insertion OrdersIn MediaMind you can view in the campaign level, insertion orders sent to other accounts, such as

the related site(s).From Manage > Campaigns, select the campaign and select Edit > Costs > Eyeblaster Costs >

Other Insertion Orders.


IO to PDFClick on the IO, click on >Export to PDF


PO

1. From Client Services > Flights, select the desired flight.

2. Click Edit PO Numbers.

3. Enter the PO number in the relevant fields.

To enter the PO #:

The Edit PO Numbers page appears.

If a customer requires to know the PO number of the campaign/flight, he must enter it on the flight level.


Who receives invoices?To set the billing contact:

1. Open the Billing info section

2. Select the desired billing contact from the drop-down list

3. Enter the billing account name (This is not necessarily the account name)

4. Enter the account’s full address


Who receives invoices?

1. From Client Services > Accounts, select the desired account.

2. Click Users.

3. Click Add New.

The Add New page appears.

4. Select the Billing Person checkbox.

5. Choose as status „disabled“ if the user has only billing person role

To define a User:



Remember…...if we can’t find the

Billing Contactwe won’t be able to collect

the Money


Definitions

Payment terms (days): Amount of days the invoice will be due (from invoice date)• VAT/TAX Charge: Relevant for companies with UK / Mexico address, ticked automatically for accounts with office UK

• VAT Rate(%): % of VAT that will be charged on the invoice

• VAT#/TIN#: Customer's VAT number

• Legal Status: shows if an account requires an IO to be signed per campaign, only customers with agreements don't have to sign IO's.

• Discount/Credits: Feature is not working correctly and currently not in use


Billing per Time Zone

• Invoices are issued according to EST. To avoid discrepancies

between analytics and billing it is possible to bill a client according

to his time zone.

• Updating a billing zone will take affect only in the next month’s

billing (there will be no split billing for different time zones). The

month of the change will be billed in EST only.

• In both external and internal reports, revenue is displayed

according to the billing time zone.


ACM Definition for Advertisers

• Advertisers of accounts that have a valid ACM contract

• Are running Standard banners at an average volume of at least

10,000 impressions per month

• Are not using 3rd party tool for tracking.


Credit Process

• SM/Client notifiying credit controller (CC)

• CC confirming with SM and getting approval depending on amount:

• $0-1,000 SM

• $1,000-5,000 Director

• $5,000-10,000 VP

• $10,000+ GM

• CC Team issues credit according to the approval status.


Summary

Campaign billing check list:

• Who is paying?

• What kind of invoice does he need? Per campaign or for

all campaigns? This can be set on the account

level

• Do we have the full billing contact information on the

account?

• Is the correct rate card set for the account/campaign?

• PO – Does the customer need his internal PO number

to appear on the invoice?


Pre-Billing

Purpose:

• Prevent incorrect billing

• Avoid creating discomfort to our clients

• Expediting the collection process


Thank you for your cooperation

Credit Control Team

© 2008 eyeblaster. all rights reserved sales training presented by: aya edelstein ● team leader...

Documents

account level settings

wrong account clients

live slide

rights reserved sales

campaign level

client campaign

wrong details

definitions billing