{"id":13925,"date":"2026-07-14T19:21:39","date_gmt":"2026-07-14T19:21:39","guid":{"rendered":"https:\/\/wiki.pontiac.media\/?docs=analytics-documentation\/planning\/new-plan-set-up"},"modified":"2026-07-14T19:32:13","modified_gmt":"2026-07-14T19:32:13","slug":"new-plan-set-up","status":"publish","type":"docs","link":"https:\/\/wiki.pontiac.media\/?docs=analytics-documentation\/planning\/new-plan-set-up","title":{"rendered":"New Plan Set Up"},"content":{"rendered":"\n<p>Describe the campaign you want to run. The system will research the brand, extract a target audience, and pick taxonomy categories you can review and edit before generating the plan.<\/p>\n\n\n\n<p>Instructions for generating a Media Plan. Follow the steps below:<\/p>\n\n\n\n<ol class=\"wp-block-list\">\n<li>Name: Enter a name for the Planning report. For example: McDonald&#8217;s \u2013 Q3 National Push.<\/li>\n\n\n\n<li>Brand Site: Enter the brand&#8217;s site. This is an optional field, but if provided, the LLM may fetch it for additional context.<\/li>\n\n\n\n<li>Inventory Types: Select at least one inventory type: CTV, Display \/ Banner, or Audio. Budget is optional for each selected inventory type. Users can also enter a target number of impressions per month.<\/li>\n\n\n\n<li>Description: Enter a description of the campaign, including relevant details such as the brand, goals, media types, geography, budget, and desired scale.\n<ul class=\"wp-block-list\">\n<li>Example: CTV plan for McDonald&#8217;s targeting the U.S. nationally with a $500K monthly budget. Research the brand to identify the target demographic and relevant content alignment.<\/li>\n\n\n\n<li>Users can enter free-text instructions and request tool use, such as &#8220;Search the internet for&#8230;&#8221; or &#8220;Summarize the brand site.&#8221;<\/li>\n<\/ul>\n<\/li>\n\n\n\n<li>Supporting documents: Upload optional supporting files in a text-readable format, including .txt, .md, or .csv. Files can be up to 200 KB each. A short description is required for each upload so the LLM can understand the document&#8217;s purpose and how it should be weighted when generating the plan.<\/li>\n\n\n\n<li>Click Submit.<\/li>\n\n\n\n<li>Once the report is submitted, it will process and the status will change to Draft.<\/li>\n\n\n\n<li>Move onto the next set of steps: <a href=\"https:\/\/wiki.pontiac.media\/?docs=analytics-documentation\/planning\/new-plan-draft\">New Plan Draft<\/a><\/li>\n<\/ol>\n\n\n\n<figure class=\"wp-block-image size-large\"><img loading=\"lazy\" decoding=\"async\" width=\"1024\" height=\"700\" src=\"https:\/\/wiki.pontiac.media\/wp-content\/uploads\/2026\/07\/Screenshot-2026-07-14-121923-1024x700.png\" alt=\"\" class=\"wp-image-13926\" srcset=\"https:\/\/wiki.pontiac.media\/wp-content\/uploads\/2026\/07\/Screenshot-2026-07-14-121923-1024x700.png 1024w, https:\/\/wiki.pontiac.media\/wp-content\/uploads\/2026\/07\/Screenshot-2026-07-14-121923-300x205.png 300w, https:\/\/wiki.pontiac.media\/wp-content\/uploads\/2026\/07\/Screenshot-2026-07-14-121923-768x525.png 768w, https:\/\/wiki.pontiac.media\/wp-content\/uploads\/2026\/07\/Screenshot-2026-07-14-121923.png 1326w\" sizes=\"auto, (max-width: 1024px) 100vw, 1024px\" \/><\/figure>\n\n\n\n<p><\/p>\n","protected":false},"author":17,"featured_media":0,"parent":13920,"menu_order":1,"comment_status":"closed","ping_status":"closed","template":"","doc_tag":[],"class_list":["post-13925","docs","type-docs","status-publish","hentry","no-post-thumbnail"],"comment_count":0,"_links":{"self":[{"href":"https:\/\/wiki.pontiac.media\/index.php?rest_route=\/wp\/v2\/docs\/13925","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/wiki.pontiac.media\/index.php?rest_route=\/wp\/v2\/docs"}],"about":[{"href":"https:\/\/wiki.pontiac.media\/index.php?rest_route=\/wp\/v2\/types\/docs"}],"author":[{"embeddable":true,"href":"https:\/\/wiki.pontiac.media\/index.php?rest_route=\/wp\/v2\/users\/17"}],"replies":[{"embeddable":true,"href":"https:\/\/wiki.pontiac.media\/index.php?rest_route=%2Fwp%2Fv2%2Fcomments&post=13925"}],"version-history":[{"count":3,"href":"https:\/\/wiki.pontiac.media\/index.php?rest_route=\/wp\/v2\/docs\/13925\/revisions"}],"predecessor-version":[{"id":13932,"href":"https:\/\/wiki.pontiac.media\/index.php?rest_route=\/wp\/v2\/docs\/13925\/revisions\/13932"}],"up":[{"embeddable":true,"href":"https:\/\/wiki.pontiac.media\/index.php?rest_route=\/wp\/v2\/docs\/13920"}],"next":[{"title":"New Plan Draft","link":"https:\/\/wiki.pontiac.media\/?docs=analytics-documentation\/planning\/new-plan-draft","href":"https:\/\/wiki.pontiac.media\/index.php?rest_route=\/wp\/v2\/docs\/13931"}],"prev":[{"title":"Planning Overview","link":"https:\/\/wiki.pontiac.media\/?docs=analytics-documentation\/planning\/planning-overview","href":"https:\/\/wiki.pontiac.media\/index.php?rest_route=\/wp\/v2\/docs\/13921"}],"wp:attachment":[{"href":"https:\/\/wiki.pontiac.media\/index.php?rest_route=%2Fwp%2Fv2%2Fmedia&parent=13925"}],"wp:term":[{"taxonomy":"doc_tag","embeddable":true,"href":"https:\/\/wiki.pontiac.media\/index.php?rest_route=%2Fwp%2Fv2%2Fdoc_tag&post=13925"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}