Advertising

Requires Configuration

This feature is customized per client. For more information, please contact your Euclid Support Analyst.

Use the Advertising module in ClearVantage to manage advertising sales for your organization. Manage publication details, volume/issue details, and key dates for your advertising opportunities. Set rate cards for each publication and place insertion orders in the applicable volumes/issues as they are scheduled by your advertisers.

Create a New Publication

Separate publication records should be set up for each journal, website, magazine, or conference program for which you sell advertising space. Within each publication you will be able to set up separate issues. For a journal or newsletter the issues will correspond with the publication dates. For a website, the issues will correspond with the length of time the ad will be displayed on the site.

1. Select Services, and then Publications.

2. Click on Add Publication in the right-hand activities bar.

3. Enter a Publication code using capital letters and numbers with no spaces.

4. Enter the name of the publication as it should appear to customers.

5. Select the Company from the drop-down.

6. Complete any additional fields with any available information.

7. Select Save.

8. The record will reload with the additional tabs.

Issues Tab

Create or Delete Multiple Issues

1. Click the Create or Delete Multiple Issues button.

   

2. Click Add to Existing Issues, fill out the details of the Recurrence Pattern, and then click Submit. Note – use the Date Range section to determine your starting and end dates as well as the lead times needed for the ad.

   

Edit Existing Issue

1. From the Issues tab, click on the issue and select Edit.

2. Make any of the needed updates and click Save.

Delete Issue

1. From the Issues tab, select the Issue and then click Delete.

2. From the confirmation pop-up, click Yes.

Add-on Fees

Add Fee Item to Publication

Add-on Fees allow you to provide options to expand the advertising purchase.

1. From the Add-on Fees tab, click the Add Fee to Publication button.

   

2. These fees can include items such as color type/quality, bleed, or other additional variables.

3. Click on the Add-on Fee you would like to add. The item is selected and the list of fees will refresh to display the fee.

Remove Fee Item

1. From the Add-on fees tab, select the item to remove.

   

2. Click the Remove Fee Item button.

3. On the Delete pop-up, click Yes.

Rate Cards

Rate cards provide the pricing structure for the various size, placement, and quality of ads in your publication. Each publication can have multiple rate cards based on the color/quality selection.

Create a New Rate Card

1. From the Publication notebook, select the rate card tab.

2. Click the Add Rate Card button.

   

3. From the pop-up window, select the Color/Quality from the drop-down and then check the boxes beside the Size/Placement and Frequency options.

   

4. Click Create.

5. The Rate Card tab will reload with the new rate card.

Note

The values for the price card are configured in the Lookup Table. They consist of three options:

• Ad color
• Ad placement/size
• Ad frequency

You may need to have your system administrator create or edit the existing values to support your publication.

Edit a Rate Card

1. From the Rate Card tab, click on the card you want to edit. This loads a table listing the Size/Placement options vertically, and the Frequency options horizontally.

   

2. Click in the cell for each intersection and add the appropriate cost. The cost entered reflects the cost per Issue. So, when purchasing the ad, below, if the customer selects the 4x option – each of the 4 instances of the ad will cost $350.

   

3. Click Save Changes

Advertising Orders

Create an Advertising Order

Orders can be created for either Organizations or Individuals. However, the process for setting up those orders is different.

Create Advertising order for an Organization

Orders for Organizations can be set up from the Publication notebook.

1. From the right-hand menu, select the New Advertising Order button.

   

2. Search for the name of the Organization, and then click on the name in the search results.

3. Select the appropriate rate card for the order

   

4. This will load the rate card. Select the size and frequency options and then click Create Advertising Order.

   

5. The notebook for the advertising order will load at this point allowing you to review and update details such as the run dates, the contact information, and the specific issues that order should run in.

Note

In order to work with an organization, the organization must have a primary contact assigned.

Create Advertising order for an Individual

In order to create the order for an individual, navigate to the Individual’s notebook

1. From the notebook, click on Activities and the select the Work With button.

   

2. Return to the Publication notebook, and select the New Advertising Order button from the right-hand menu.

   

3. Select the appropriate rate card for the order

   

4. This will load the rate card. Select the size and frequency options and then click Create Advertising Order.

   

5. The notebook for the advertising order will load at this point allowing you to review and update details such as the run dates, the contact information, and the specific issues that order should run in.

Add Issues to Advertising Order

The entries on each rate card provide a specific number of appearances in your publication, but the Advertising Order allows you to select specific issues for the order.

1. From the Advertising Order’s notebook, scroll down to the Issues section (usually located at the bottom of the left-hand column). Select the Add Issues button.

   

2. Check the boxes for the Issues to add to the Advertising Order and click the Submit button.

   

3. The issues will appear on the Advertising Order. You are notified if you select more issues than the purchase provides, and you will have an option to override that limit.

   

Create Invoice

1. From the Advertising Order notebook, select the Create Invoice button from the Activity Panel.

   

2. From the pop-up, select the invoice and due dates as well as the fee application options. Click Create Invoice.

   

View All Advertising Orders

In order to view all the available Advertising Orders, use the following steps.

1. When you login, select Services and then Advertising Orders.

2. Search for orders by customer name (individual or organization) or the name of the Publication.

   

3. From here, you will select the Order or the Publication to work on.

Documents

Documents can be added to associate submitted ad copy or other information to be included. In order to add documents, use the following steps:

1. Select the Documents tab.

2. Click the Add Record button.

   

3. Provide the Title of the document, and any additional available information.

4. Click the Select button and choose the file to upload from your computer.

   

5. Click the Save button.