You can create ads for multiple platforms across a plethora of media types within Zitcha. This can help you reach your consumers in a considered and targeted way, driving your business goals.

There are different types of ads available in Zitcha. This page describes how to create, edit and launch Plans, Ad Sets and Ads in Zitcha.

You must be a registered user of either an advertiser or network organisation and possess appropriate permissions to access Plans, Ad Sets and Ads.

Learn about Zitcha’s Identity & Access Management (IAM)

Plans

Plans provide a structured framework for aligning advertising initiatives with strategic business objectives, enabling advertisers to plan, execute, and measure the success of their efforts comprehensively. Plans can be used for ad hoc campaigns or an entire annual JBP commitment with a plan now, execute later model. Plans can contain zero, one or multiple ad sets.

Plans occupy a state that represents their status in the media planning lifecycle. The following table summarises the states a plan can occupy:

Creating a plan

Before you begin: You must decide on how you’d like to construct your plan. Plans are designed for you to be able to represent a media commitment in its earliest form; you can create a plan with no ad sets or begin editing immediately.

To create a new plan:

1. In the Zitcha platform, navigate to Plans & Ad Sets > Plans.
2. Click New Plan.
3. Enter a name for your plan.
   Note: If creating a plan to represent a JBP agreement, we recommend adopting an organisation level naming convention.
4. From the organisations list, select from your linked organisations and choose from the wallets associated with that organisation.
   Learn about wallets
5. Review your selections and
   • Click Propose Plan to propose your plan to the linked organisation; or
   • Click Start Editing Plan to start building out your plan with ad sets and ads.

Learn about creating ad sets

Proposing a plan

Proposing a plan shares the plan as a resource between your organisation and the linked organisation on the plan. For example, if advertiser Brand A proposes a plan they have created with network Retailer B, the plan is now a shared resource across both Brand A and Retailer B’s organisations.

You can propose a plan on creation: Create a new plan and propose it without including any ad sets.

See Creating a Plan

You can propose an existing draft plan or make changes to an existing proposed plan and propose the changes.

To propose an existing plan:

1. In the Zitcha platform, view the plan details page by
   • Create a new plan, click Start Editing Plan; or
   • Navigate to Plans & Ad Sets > Plans, click the pen next to the plan you want to propose.
2. Click Propose Plan to propose your plan to the linked organisation.

Editing an existing plan

You can edit a plan from a draft, proposed and agreed state.

To edit a plan:

1. Navigate to Plans & Ad Sets > Plans, click the pen next to the plan you want to edit.
2. Optionally, update the plan name or create new ad sets.

Learn about creating ad sets

Note: You can toggle to review you plan & agree it from this view

1. From the Editing drop down, click and select Reviewing.

Learn about agreeing a plan

Agreeing a plan

An agreed plan is a representation that the terms of the plan have been accepted by the network. Agreeing a plan has no impact on the state of the ad sets within the plan. Individual ad sets can still be created and updated within an agreed plan.

Before you begin: You must belong to a network organisation and have approval permissions.

To agree a plan:

1. Navigate to Plans & Ad Sets > Plans, click the view icon next to the plan you want to approve.
2. Review the terms of the plan, including name, wallet and remaining balance.
3. Click Agree Plan.

Ad sets

Ad sets are a grouping of ads based on specific shared settings such as schedule, placement and media type. This enables optimisation and budget flow between a collection of linked ads.

It's important to consider your placement options and how your choices affect the ads within the ad set. For example, some media types may only support certain ad formats.

Ad sets occupy a state that represents their status in the media planning lifecycle. The following table summarises the states an ad set can occupy:

Creating an ad set

You can create an ad set in a new plan (see Creating a Plan) or existing plan (see Editing an existing Plan). Only the schedule, media type and placement fields are required for an ad set to be submitted for approval. However, your ad set will not be eligible to go live until all ad set and ad fields are complete.

To create an ad set:

1. Within Zitcha, navigate to the plan details page.
2. Within the Build your plan section, click + Add Row to create a new ad set.
3. Under Schedule, use the calendar picker to select your start and stop dates.
   Note: If the network your plan is linked to is operating a fixed calendar period model, select from the list of predefined calendar periods.
4. Under Media Type, scroll and select the format you’d like your ad set to take.
5. Under Placement, select the destination of your ad set.
   Note: The rate of your ad set will automatically populate once you have selected a schedule, media type and placement.
6. Optionally, click the pen icon to expand the ad set details. Complete any additional ad set details. Click Save Ad Set to save your changes.
7. If necessary, click the bin icon to remove the ad set from your plan.
8. To save your new ad sets, click Save Draft or submit your ad sets for approval by clicking the submit icon.
   Note: For a new plan, you can bulk submit your ad sets for approval by clicking Propose Plan.

Editing an ad set

Depending on your use case, there are two ways to edit an ad set.

Edit an ad set within a plan

1. Navigate to Plans & Ad Sets > Plans, click the pen next to the plan that contains your ad set.
2. Scroll to locate your ad set.
3. Click the pen icon to expand the ad set details. Edit or complete any additional ad set details. Click Save Ad Set to save your changes.
4. Optionally, click the submit icon next to your ad set to submit your ad set for approval.
5. To undo any unwanted changes, click the undo icon on the row of your edited ad set.

Edit an individual ad set

1. Navigate to your ad set directly via:
   • Plans & Ad Sets > Ad Sets.
   • Dashboard > Ad Sets.
2. To locate your ad set, filter the ad sets table.
3. Click the pen icon to expand the ad set details. Edit or complete any additional ad set details. Click Save Ad Set to save your changes.
4. Optionally, click the submit icon next to your ad set to submit your ad set for approval.

Ads

An ad provides the ability to run multiple variations of ad creatives within the same ad set.

Choices that you make at the plan and ad set levels affect the options that you see when you create your ad. Zitcha uses those choices to make your ad more effective. The wallet you choose at the plan level affects which budget your ad sets will draw down from. The media type you choose at the ad set level affects your ad format options.

Creating an ad

To create an ad:

1. Navigate to the ad set you want to populate with ads.
   See Editing an Ad Set
2. Click the pen icon to expand the ad set details.
3. Locate and click the Ads tab within the ad set details modal.
4. Click Create Ad.
5. Click on the down arrow to expand your newly created ad.
6. Depending on your ad set settings, your ad will have fields relevant to your media type. Complete each of the fields within the ad. You do not have to complete all fields right away, however, your media will not be eligible to go live until all fields are completed.
   See Creating a Featured Product Ad
   See Creating a Banner Ad
7. Click Save Ad Set.
8. Optionally, click the submit icon next to your ad set to submit your ad set for approval.
9. Optionally, to exit without saving your changes, click Close Without Saving.

Editing an ad

To edit an ad:

1. Navigate to the ad set you want to populate with ads.
   See Editing a Plan
2. Click the pen icon to expand the ad set details.
3. Locate and click the Ads tab within the ad set details modal.
4. Click on the down arrow to expand your ad.
5. Edit the fields of your ad.
6. Click Save Ad Set.
7. Optionally, click the submit icon next to your ad set to submit your ad set for approval.

Creating a Sponsored Product Ad

1. Navigate to the ad set you want to populate with ads.
   See Editing an Ad Set
2. Click the pen icon to expand the ad set details.
3. Locate and click the Ads tab within the ad set details modal.
4. Click Create Ad.
5. Click on the down arrow to expand your newly created ad.
6. Click the SKU selector to open the product selector.
7. Scroll or search for your product.
   Note: You can toggle between a List View and a Grid View of your products.
8. Click to add your product to the ad.
9. Click Confirm Selection.
10. Click Save Ad Set.
11. Optionally, click the submit icon next to your ad set to submit your ad set for approval.

Creating a Banner Ad

1. Navigate to the ad set you want to populate with ads.
   See Editing an Ad Set
2. Click the pen icon to expand the ad set details.
3. Locate and click the Ads tab within the ad set details modal.
4. Click Create Ad.
5. Click on the down arrow to expand your newly created ad.
6. Drag and drop your creative into the Creative field.
7. Optionally, click the SKU selector to open the product selector
   • Scroll or search for your product.
     Note: You can toggle between a List View and a Grid View of your products.
   • Click to add your product to the ad.
     Note: More than one SKU can be attributed to a single banner creative.
8. Click Confirm Selection.
9. Click Save Ad Set.
10. Optionally, click the submit icon next to your ad set to submit your ad set for approval.