Highlighted Features in This Release
- NEW Advvy Agency Guest App
- NEW Booking Management
- NEW Invoice Management
- UPDATED Media Summary for TCC Calculations & Taxes Fee Type
- UPDATED Advvy Add-in Media flighting Fields – Margin, Media Cost added to Advvy Data
- UPDATED Expenditure Plan view – Parent / Child/ Solo
- UPDATED Workflow – Task movement across stages
NEW Advvy Agency Guest App
With more and more client’s bringing in some capabilities in-house and therefore have created a hybrid working scenario with an external agency, Advvy has developed a new App that is a cut down version of the full agency experience.
It limits the client user to being able to do some tasks such as campaign create, media plan sync, viewing of campaign data, workflow activities and removes many back end features. App is called “Advvy Agency Guest”, with the current Advvy Agency as a separate app remaining as is.
Creation of a new security role specifically for external/guest users that need the functionality of the agency app in a restricted manner = “Advvy Guest User”
Existing ‘Advvy Standard Users’ – will still access the “Advvy Agency” app.
NEW Booking Management (Placeholder with further development)
Further enhancing the ability for the agency to utilise Advvy for more of the entire media planning and buying process, Advvy has developed the first version of creating a Booking.
How it works:
- From the approved MBA, the agency is now able to generate Bookings.
- A Booking is the approved MBA flights collected by Network.
- Each line in the bookings tab will be a collection of MBA flighting by Network, and so could have multiple media types.
This is currently a placeholder until the next release when the ability to send the booking to the network contact will be introduced. This will allow for the agency to use Advvy to more easily confirm media placements with the networks removing the double handling currently required to email booking confirmation to the networks.
NEW Invoice Management (Placeholder with further development)
Further enhancing the ability for the agency to utilise Advvy for more of the entire media planning and buying process, Advvy has developed the first version of creating an Invoice record.
How it works:
- From the generated Bookings, the agency is now able to generate Invoice records.
- An Invoice record is the approved Booking records grouped together by month.
- The Invoice is a collection of MBA flights that have been approved and booked and now need to be invoiced to the client.
- It contains a month by month collection of network approved bookings.
- This can now be used for agencies that use Xero for their invoice management by more easily seeing what they need to invoice the client.
Advvy will be further developing this feature to generate a Xero specific invoice file that can be imported into Xero.
UPDATED Media Summary for TCC Calculations & Taxes Fee Type
To assist with seeing the Total Cost to Client on the Campaign level, we have added in fields that support the TCC calculations.
Changed the TCC field to Client Cost, to avoid the misleading conceptualisation that the line is the Total Cost to Client when it may not be as it could have fees in the Fees Table.
We are relabelling it Client Cost as it is still the client cost of the line that may be different to Gross and Net and can still be used as TCC was.
The remaining TCC is on the Campaign Form only as a true representation of Total Cost to Client that is the sum of media cost and fees. This has also been done for all Record campaign plan controls.
UPDATED Advvy Add-in Media flighting Fields – Margin, Media Cost added to Advvy Data
To better capture campaign fee types, we added a new category of fees called Taxes. This is also so it can be reflected on the MBA and the new Invoices functionality.
For agencies that want to capture the media cost to the client and therefore the margin to the agency from the gross media, we have introduced these two new fields. This allows an agency to track their margin on media spend without the client seeing it in the portal. This also follows through to the Invoice record functionality.
When a media plan is synced and the media flighting table has the Media Cost or Margin column populated then the content of those columns is translated down into the corresponding Campaign Flighting record(s). When an MBA is created and the selected content contains campaign flights which have content in the Media Cost or Margin columns, then that content is translated over to the corresponding MBA Flighting record(s). These two fields are not visible on any client portal or report.
UPDATED Expenditure Plan view – Parent / Child/ Solo
With the development of Parent / Child campaigns, we needed to update the filter on the Expenditure Plan. As Parent campaigns roll up data from all its child campaigns, displaying Parents with Children as default will show duplicated data. By Default, the filter now displays Parents and Solo campaigns only. If the agency wants to see Solo and Children campaigns this is an easy change to the filter.
UPDATED Workflow – Task movement across stages
To improve the UX on creating a Workflow from the Workflow UI, we have developed the ability to move tasks between/in/out of stages and between/in/out of parent tasks. We have also prevented the bad ordering of tasks when performing this action/ New abilities to move tasks: Child task to be put under another parent Task to be put under parent Task to be put under another stage A combination of the above (i.e. child task under parent task in new stage OR task under new stage OR task under parent under new stage) Multiple selected activities only drags the hovered task
Other Release Details
| Work Item Type | Area | Release Notes Title | Release Notes |
| Product Backlog Item | Advvy Core | Advvy Core: Ability to update historical flighting properties when reference data updates.i.e When a medium changes networks, updating all existing flights | As industy data is constantly changing – Networks buy and sell mediums or ownership changes hands, it’s important to keep up to date reference data that matches billing systems. Advvy had to overcome an issue where reference data that was updated in Advvy i.e a medium changed network – it would not update fully all historical records of flights. This lead to errors in reporting, especially when reporting by Network. Advvy has developed a flow that can be triggered from the medium record to update Network, Market and Media Subtype related records of this new medium combination. From a medium you can choose to execute a flow that will update individual changed values – only where you have run the flow for the medium will all connected flights be updated. |
| Product Backlog Item | Advvy Core | New App to Allow Embedded Guest (Client In-House) Teams | With more and more client’s brining in some capabilities in house and therefore have created a hybrid working scenario with an external agency, Advvy has developed a new App that is a cut down version of the full agency experience. It limits the client to being able to do many tasks and removes many features. App is called “Advvy Agency Guest”, with the current Advvy Agency as a separate app remaining as is. Creation of a new security role specifically for external/guest users that need the functionality of the agency app in a restricted manner. The security role will be called “Advvy Standard External User” Existing Advvy Standard Users – will still access the “Advvy Agency” app Secondary Forms on Client and Contact Because Advvy cannot remove the ability to access a related entity without that appearing as a “hole” in the data, the alternative method is to provide access to that entity in a restricted manner. To this end Advvy made a restricted version of the Client and Contact forms tied to the guest security role. Existing Advvy Standard Users will have access to the existing forms If necessary, Advvy is also able to create secondary forms for the external client users on other specified entities as required. |
| Product Backlog Item | Booking Management | Booking Management – First release functionality | Further enhancing the ability for the agency to utilise Advvy for more of the entire media planning and buying process, Advvy has developed the first version of creating a Booking. From the approved MBA, the agency is now able to generate Bookings. A Booking is the approved MBA flights collected by Network. Each line in the bookings tab will be a collection of MBA flighting by Network, and so could have multiple media types. This is currently a placeholder untill the next release when the ability to send the booking to the network contact will be introduced. This will allow for the agency to use Advvy to more easily confirm media placements with the networks removing the double handling currently required to email booking confirmation to the networks. |
| Product Backlog Item | Booking Management | Bookings – Add Subgrid to Campaign Form | To easily generate bookings from the campaign record, we have added in a Bookings tab to the campaign form, and the ability to generate bookings from each campaign. These will be displayed in the new Bookings Sub-Grid. |
| Product Backlog Item | Booking Management | Bookings – Add button to subgrid to generate booking for a campaign from the menu | Agencies can easily generate all booking records from an approved MBA by clicking a button on the Sub-Grid “Generate Bookings” |
| Product Backlog Item | Campaign Form | Campaign Form – Add fields to support TCC calculations | To assist with seeing the Total Cost to Client on the Campaign level, we have added in fields that support the TCC calculations. |
| Bug | Campaign Form | Campaign Form logic: On load of campaign form a ‘setVisible’ error occurs for section that no longer exists | This has been fixed. |
| Product Backlog Item | Campaign Form | Campaign Form: Make “MBA” and “Campaign Plan+” tabs hidden by default | This has been done for Advvy Workflow only users that don’t leverage the media planning functionality |
| Product Backlog Item | Campaign Plan | New Filter to appropriately see Parent / Child / Solo campaigns on All Campaign Plan. | With the development of Parent / Child campaigns, we needed to update the system filter on the campaign plan. As Parent campaigns roll up data from all its child campaigns, displaying Parents with Children as default will show duplicated data. By Default, the filter now displays Parents and Solo campaigns only. If the agency wants to see Solo and Children campaigns this is an easy change to the filter. |
| Product Backlog Item | Campaign Plan | Rename Flighting TCC field to Client Cost | Changed the TCC field to Client Cost, to avoid the misleading conceptualisation that the line is the Total Cost to Client when it may not be as it could have fees in the Fees Table. We are relabelling it Client Cost as it is still the client cost of the line that may be different to Gross and Net and can still be used as TCC was. The remaining TCC is on the Campaign Form only as a true representation of Total Cost to Client that is the sum of media cost and fees. This has also been done for all Record campain plan controls. |
| Product Backlog Item | Campaign Plan | Campaign Plan – Settings – Monthly Aggregates by Week Commencing Date | Currently the Campaign Plan + and All campaign plan shows data by Start Date and Pro-Rata. As the Expenditure Summary (AO) works off week definition start date, we have introduced the option to aggregate the data by the Week Definition Start Date on Campaign Plan (Campaign Plan +, All Campaign Plan and Campaign Plan + in the portal). This ensures continuity that the campaign plan is showing the data in the same way as the expenditure plan |
| Product Backlog Item | Campaign Plan | Campaign Plan (all controls) – Ability to change calendar timeline scale based on Weekday start | As certain clients need their calendar display according to specific week commencing days, we have introduced a new configuration setting to select the week start day. Currently only two options are available – Sunday or Monday. A new feature will be released to allow for non standard start days |
| Bug | Campaign Plan | Record Campaign Plan: Fixed Campaign end date bar does not going to end of day | Fixed a bug where on the Record Campaign Plan that if a flighting’s end date is the same as the campaign’s end date the bars were misaligned. We’ve made it so that if a campaign end date time is at end of day, it aligns with flighting end date bar. |
| Product Backlog Item | Expenditure Plan / AO | Expenditure Plan – Parent / Child /Solo Filter | With the development of Parent / Child campaigns, we needed to update the filter on the Expenditure Plan. As Parent campaigns roll up data from all its child campaigns, displaying Parents with Children as default will show duplicated data. By Default, the filter now displays Parents and Solo campaigns only. If the agency wants to see Solo and Children campaigns this is an easy change to the filter. |
| Bug | Expenditure Plan / AO | Expenditure Plan: When expanding a campaign and “week values” is checked, undefined displays on bar for campaign level | Fixed this bug to remove undefined value |
| Product Backlog Item | Fee Table | Fee Types – Add new Taxes Category | To better capture campaign fee types, we added a new category of fees called Taxes. This is also so it can be reflected on the MBA and the new Invoices functionality. |
| Bug | Flighting Aggregates | Parent Campaigns weren’t creating aggregates so they didn’t show up on the AO/Expenditure Plan | Fixed: Aggregates are now being created for the parent campaign after a sync when one of its children has completed. The campaign now appears in the AO/Expenditure Plan |
| Product Backlog Item | Invoice Management | Invoice Management – First Version | Further enhancing the ability for the agency to utilise Advvy for more of the entire media planning and buying process, Advvy has developed the first version of creating a Invoice record. From the generated Bookings, the agency is now able to generate Invoice records. An Invoice record is the approved Booking records now grouped together by month. The Invoice is a collection of MBA flights that have been approved and booked and now need to be invoiced to the client. It contains a month by month collection of network approved bookings. This can now be used for agencies that use Xero for their invoice management by more easily seeing what they need to invoice the client. Advvy will be further developing this feature to generate a Xero specific invoice file that can be imported into Xero. |
| Product Backlog Item | Invoice Management | Invoices – Add button to subgrid to generate booking for a campaign from the menu | At present the button to generate invoices for a campaign is on the flow menu at the campaign level. It would be handy on the campaign form to have a button on the invoices subgrid that generates invoices in contextual proximity to invoices |
| Product Backlog Item | Invoice Management | Invoices – Add Subgrid to Campaign Form | To easily generate Invoice records from the campaign record, we have added in a Invoices tab to the campaign form, and the ability to generate Invoices from each campaign. These will be displayed in the new Invoices Sub-Grid. |
| Bug | MBA | MBA – Creating a fee-only MBA produces an error | When filtering the campaign plan to a dataset that results in no media flights and only fee flights, when an MBA is created from this filterset a there was a bug where the creation results in a plugin error. This has been fixed and the MBA creates as expected. |
| Product Backlog Item | MBA | MBA – Remove Several Flighting Level Rollup Fields | On the MBA entity there were a number of flighting level rollup fields that haven’t been used and was making the form too busy than it needed to be. We have removed the following fields: a1a_totalnetflightings a1a_totalgrossflightings a1a_totalnetfl a1a_totaltccflightings They are easy to add back in without a release if required. Please contact support if desired. |
| Product Backlog Item | MBA | MBA – Show fee summary breakdown by media type when creating MBA | As fees are often need on the MBA, we are including Fees by Fee type on the summary breakdown before an MBA is created. Show fees in Totals Summary as well as Fee Amount by Fee Type (show relevant groupings) |
| Product Backlog Item | Media Planning – Campaign Flighting | Updating Flighting Type (Status) from various triggers from the approval and booking process to better inform clients while making less work for the agency | Advvy is a powerful system of record for reporting on the status of media plans that come from media plan syncs. To make Advvy become more of a doing tool and not just a reporting tool, we needed a way to programmatically / logically update the Campaign Flighting Type (Status) so the client can see the latest, also while reducing the effort of the agencies to update the plan. Therefore we have built an automation that will change the status of flights, based on several actions of the whole planning, approval, booking and invoicing process. While this is somewhat configurable in terms of the name of the status the action can change to, these are some of the examples of what is now possible. MBA Created – When an MBA is created this can change the status of the campaign flighting records to Awaiting Approval MBA Approved – When an MBA is approved, this can change the status of the campaign flighting records to Approved Bookings Complete – When bookings are marked as complete this can change the status of the campaign flighting records to booked Invoice complete – when invoice records are marked and done, this can change the status of the campaign flighting records to complete Please speak with support if you have any further questions about this, and how we can move you to this new method of updating clients without having to manually actualise the plan and resync. |
| Product Backlog Item | Media Planning -Media Entity | Media Planning – Add new currency fields for Media Cost and Margin | For agencies that want to capture the media cost to the client and therefore the margin to the agency from the gross media, we have introduced these two new fields. This allows an agency to track their margin on media spend without the client seeing it in the portal. This also follows through to the Invoice record functionality. When a media plan is synced and the media flighting table has the Media Cost or Margin column then the content of those columns is translated down into the corresponding Campaign Flighting record(s). When an MBA is created and the selected content contains campaign flights which have content in the Media Cost or Margin columns, then that content is translated over to the corresponding MBA Flighting record(s). |
| Product Backlog Item | Portal | Client Portal: Agency branding – Ability to dynamically set the client portal’s header logo and background colour. | To create org wide agency branding for the portal, two new site settings were created ThemeColour – will contain the hexcode colour that the agency would like the header’s background colour to be. ThemeLogo – will contain the portal url link to the web file that contains the agency’s logo image. Using these two new site settings, the following web templates were updated Advvy – Header – if the site setting ThemeColour has been filled in and is not blank, the agency’s portal header background colour will change to the specified hexcode colour. If this site setting is blank, the background colour of the header will have a default of the Advvy Blue. Portal Logo Template – if the site setting ThemeLogo has been filled in and is not blank, the agency’s portal header logo will change to the specified web file from the file path. If this site setting is blank, the header logo will default to the Advvy logo. |
| Product Backlog Item | Portal | Client Portal: All Campaign Plan – Add Local TCC ExTax- as optional column | New selectable column added to the Poral Campaign Plan, so a client can see the Campaign Total Cost to Client Excluding Tax. |
| Product Backlog Item | Portal | Client Portal: AO/Expenditure Plan – Exclude campaigns where “Available on Portal” is unchecked/false | Giving the agency the ability to show/hide campaigns on the Expenditure Plan |
| Product Backlog Item | Portal | Client Portal: Record Campaign Plan – Remove Fees and Fee Type columns | It has been requested by most agencies using the client portal to not show the campaign fee flighting on the Campaign Plan in the Portal As such, we are also removing the fees and fee type columns as they provide no extra value now that fees are flighted. |
| Bug | Portal | Client Portal: Record Campaign Plan – date format on hover tooltip not dynamic | Fixed a bug that was making the tool tip on hover USA date format as standard. We have introduced logic to make it dynamic based on the user’s personalisation settings. |
| Product Backlog Item | Portal | Portal Record Campaign Plan – Add the Flighting Phase field to the Group By dropdown functionality | Add this to make all Campaign Plan controls consistent |
| Product Backlog Item | Portal | Standard Media Expenditure Report with PowerBI – PORTAL | A new method has been developed that allows for one report to be developed and deployed to all client portals that will automatically limit the data based on the client portal contact. This means one standard report can be developed by Advvy and deployed to client portals, rather than having to develop a new report per client. Please contact Advvy to have this report available in your client portal. Please note, this method is not appropriate for clients with extreme security requirements like Governments. |
| Product Backlog Item | Portal | Portal All Campaign Plan – Change TCC field at the campaign level | Previously the All Campaign Plan in the portal shows a TCC value at the Campaign level. This value is sourced from the campaign record. We have a new, calculated field that is customisable at the environment level that shows a more nuanced calculated value. This field is called Local TCC. We have updated the Campaign Plan to show the new local value and not the old calculated value as the calculation formulas need to be able to adapt. |
| Product Backlog Item | Workflow | WF Activities – Updated Workflow Statistics to match changes to effort/completion. | With the changes made last release on the Workflow control and being able to better manage effort and completions, we have updated the Workflow Statistics that can be expanded from the Workflow control |
| Product Backlog Item | Workflow | Clean up items discovered for Workfkow Activities from last release | WF Activities: Milestone activities shouldn’t display Start Date in its tooltip -displaying as intended WF Activities: End marker in timeline view doesn’t align with workflow end bar – has no concept of time -now displaying as intended WF Activities: Disable Stage/workflow buttons when being initialised/created -working as intended WF Activities: Handle null stage and workflow names – very minor as a user should never be able to not name a stage or workflow -displaying as intended WF Activities: Update tooltip for adding a new activity Add New Task to say Add New Activity for consistency -displaying as intended WF Activities: Consistent tooltips on hover for total remaining/completion for stage and workflow levels or remove all -displaying as intended WF Activities: Copy Assignments Lookup includes current loaded campaign/project workflow – should this be excluded from the lookup options? -working as intended |
| Product Backlog Item | Workflow | Ability to move tasks anywhere on the Workflow control including in parent tasks and between stages. | To improve the UX on creating a Workflow from the Workflow UI, we have developed the ability to move tasks between/in/out of stages and between/in/out of parent tasks. We have also prevented the bad ordering of tasks when performing this action/ New abilities to move tasks: Child task to be put under another parent Task to be put under parent Task to be put under another stage A combination of the above (i.e. child task under parent task in new stage OR task under new stage OR task under parent under new stage) Multiple selected activities only drags the hovered task |