Create a plan

In the Plan creation screen:

1. In the Setup section

   1. Enter a Plan name, for example Demo plan. Enter a Description, for example Demo plan for Luma company.

   2. Select a Model from Select an option…..

   3. You can select Create model to create a model directly from within the plan creation. This will open a new tab in your browser and show the Models interface.

      

2. In the Budget section:

   1. Specify a date range, either by typing dates or selecting a date range using .
   2. Enter a budget.

   To add additional date ranges, each with their budget, select Add row.

   To delete a date range and associated budget, select .

   To define a specified maximum budget:

   1. Switch Maximize budget on.

   2. Specify the amount of maximum budget. The amount should be equal or higher than the total amount of budgets specified for the date ranges.

      

3. Select Next.

In the Done with all required fields dialog:

• Select Create plan now if you want to generate an AI recommended plan with forecasted ROI.

  Select OK. Your plan is created.

• Select Edit channel budgets first if you want to edit channel budget before creating a plan with forecasted ROI.

  Select OK, so you can define your channel spend in Spend selection in the next step.

In the Spend selection section, for each budget date range, use the top open the channel distribution view for that data range.

1. To define budgets for each channel, enter a value for Min and Max or use the sliders.

2. To toggle between currency or percentage input, select $ or % for View spend by.

   

3. When finished, select Create.

4. In the Create plan dialog, select Create plan to create your plan. Select Cancel to cancel the creation of your plan. A No work is saved dialog is shown to confirm.