1. © 2008 Eyeblaster. All rights reserved Sales Training Presented by: Aya Edelstein ● Team Leader Credit Control ● January 2010 Billing Module EB Orange 246/137/51 EB Green 52/70/13 EB Gray 161/161/161 EB Yellow 255/200/40 250/196/153 153/162/134 208/208/208 255/227/147 Primary colors Light tint 123/69/26 26/35/7 81/8181 128/100/20 Dark tint

2. © 2008 Eyeblaster. All rights reserved Agenda Main Goal Who is entitled to make the changes? Who is entitled to make the changes? Account Settings Who pays? Premium Features CC4S EB Search Professional Services Rate Cards Overdelivery IO PO Who receives Invoices? Definitions Billing per Time Zone ACM TEBIO Credit Process Summary Pre-Billing

3. © 2008 Eyeblaster. All rights reserved Main Goal Describe the correct billing procedure in order to avoid the following issues: Wrong details on the ACM Platform Campaigns billed to the wrong account Clients charged the wrong rates Invoices sent to the wrong person Missing correct contact details Wrong Billing Analysis Remember: Wrong billing can harm our relationship with the customer. If the campaign is not billed properly, no money will be collected.

4. © 2008 Eyeblaster. All rights reserved Who is Entitled to Make the Changes? US – Campaign Execution team International – Sales Managers / Account Managers

5. © 2008 Eyeblaster. All rights reserved Account Settings - Introduction What do we bill for? Primarily we bill for impressions (CPM) or clicks (CPC). We also bill for special features such as dynamic data, polling, and creative services, CC4S. How much do we charge for impressions? The cost depends on the ad format and weight. The actual price is determined in the customer rate card or special PF are created for products which are not CPM Based Who pays? There may be more than one account paying for a campaign. For example, the publisher may pay for some flights and the agency for other flights.

6. © 2008 Eyeblaster. All rights reserved Account Settings - Billing Flow A Campaign is sold to an agency Campaign/Flights/Ads are created IOs are sent IOs are approved by client IOs are not approved by client Campaign goes live Invoices are created and sent Campaign doesn’t go live

7. © 2008 Eyeblaster. All rights reserved Account Settings - Hierarchy Settings made on “lower” levels will always override all settings that were made on “higher” levels. For example, paying account set on the campaign level will override the account level settings. Publisher Flight AccountCampaign

8. © 2008 Eyeblaster. All rights reserved Account Settings - ACM System Administration – Paying Account By default the publisher is billed, except for simple banners and tracking pixels which are billed to the agency. Select this checkbox if the publisher is billed for the serving costs This checkbox is selected by default Select this checkbox if the network is billed for its publisher’s serving costs Select this checkbox if the agency is billed for the serving costs If both the Agency is Billable for all campaigns and the Ignore ‘Agency is billable’ flag for this account are selected, the publisher is to be billed

9. © 2008 Eyeblaster. All rights reserved Account Settings - MediaMind - Paying Account By default, the media agency is billed for its campaigns. These checkboxes are selected by default Select this checkbox if the site is billed for the serving costs Select this checkbox if the network is billed for the serving costs

10. © 2008 Eyeblaster. All rights reserved Editing Campaign’s Paying Account To define who will pay for the campaign: 1.From Client Services > Campaign, select the desired campaign. 2.Click Edit Paying Accounts.

11. © 2008 Eyeblaster. All rights reserved Editing Campaign’s Paying Account Select None to use the Account settings (Default) Select Publisher to bill the campaign publisher/s. Select Other to use any existing account in the system as the paying account for the campaign. Select Agency to bill the campaign’s media agency.

12. © 2008 Eyeblaster. All rights reserved Editing Flight’s Paying Account You might want to change the billing settings for a specific flight. To edit flight settings: 1.From Client Services > Flights, select the desired flight. 2.Click Edit Paying Accounts.

13. © 2008 Eyeblaster. All rights reserved Editing Flight’s Paying Account Select Agency to bill the flight’s related media agency.

14. © 2008 Eyeblaster. All rights reserved Editing Flight’s Paying Account Select Publisher to bill the flight’s related publisher.

15. © 2008 Eyeblaster. All rights reserved Editing Flight’s Paying Account Select Other to bill any other existing account in the system.

16. © 2008 Eyeblaster. All rights reserved Premium Features To define Premium features: 1.From Client Services > Campaigns, select the campaign. 2.Click Premium Features. The Premium Features window appears.

17. © 2008 Eyeblaster. All rights reserved Premium Features 3.Click Add New. The Add New page appears. 4.?[Verify that you are in the correct paying account].

18. © 2008 Eyeblaster. All rights reserved Premium Features 5.From the drop- down list select the premium feature.

19. © 2008 Eyeblaster. All rights reserved Premium Features 6.Enter the feature’s description 7.From the drop-down list select the redeeming date. 8.Enter the rate (full amount) (UK before VAT). 9.Enter the currency. Double check you are using the correct currency. 10.Enter the reference PO. 11.Select this checkbox if you want to include the fees for this premium feature in the paying account’s premium features invoice.

20. © 2008 Eyeblaster. All rights reserved EB Search EB Search is a campaign manager for search engine marketing campaigns. This CPC fee is not set in the rate card but assigned manually by the finance team in Israel. The EB Search fee is included in a separate special invoice for EB Search campaigns (even if the client uses CC4S). This invoice is built manually by the finance team in Israel. The EB Search fees will be included in the pre-billing reports that finance sends out to local CS team. It is the responsibility of the local CS team to verify that everything in the pre-billing is correct.

21. © 2008 Eyeblaster. All rights reserved CC4S /EB Search - Activation Every new CC4S and/or EB Search client should sign the relevant agreement(s) before we enable the account to run the activity. Once the client signs the agreement, the client can then be enabled and the contract will remain in effect for a year. All current clients should sign the agreements in order to receive the service.

22. © 2008 Eyeblaster. All rights reserved Professional Services Currently, our billing system is designed for serving ads. Any work which is given outside of the format is being billed by Premium feature. Current process: 1.The request should be made by PO request or at least an email 2.The customer needs to advise on which campaign to bill the premium feature. 3.Time estimation to work on the job and estimated price and the redeeming date of the project 4.The request will be sent to the Credit Control Team and will have the information as per slide 23 [two slides ahead?]slide 23

23. © 2008 Eyeblaster. All rights reserved Professional Services 5.The billing will be on campaign level 6.AM/SM/Campaign Execution team responsible to create the PF 7.The customer signs the IO/SOW – AM/SM or the project manager to follow up on signatures. 8.PF insertion on the platform should be done by the 24 th of the redeeming month.

24. © 2008 Eyeblaster. All rights reserved Professional Services Customer NameCustomer #Campaign Name Campaign IDRedeeming Date PO NumberCurrency Amount before VAT Sales RepPaid FeatureDetails of Premium Feature - Description AdvertiserContact Name Contact - Email Address

25. © 2008 Eyeblaster. All rights reserved Rate Cards The rate card includes the rates for the ad formats and premium features.

26. © 2008 Eyeblaster. All rights reserved Set Up New Rate Card From Client Services > Rate Cards, click Add New. You can also select a similar rate card, click Copy and make the necessary adjustments.

27. © 2008 Eyeblaster. All rights reserved Rates Settings Settings made on “lower” levels will always override all settings that were made on “higher” levels. For example, rates set on the IO level will override any rates that were inherited by default from the account level or were set specifically (manually) on the campaign level. Market Rate Card Account Rate Card Campaign Rate Card IO Rate Card AD’s rate (under flights)

28. © 2008 Eyeblaster. All rights reserved Rates By default, an account gets the market rate card. To assign a specific rate card to an account: 1.Select an account. 2.Open the Billing info section. 3.Select the rate card.

29. © 2008 Eyeblaster. All rights reserved Rates To assign a specific rate card to a campaign: 1.Go to Client Services > Campaigns. 2.Select the campaign and click Edit Paying Accounts. 3.Select the rate card.

30. © 2008 Eyeblaster. All rights reserved Rates If a specific rate card is set for a campaign there is also a specific paying account (agency, publisher(s) or „other“, see screen shot below). In case you change the paying account of a flight, the rate card will stay as on campaign level unless you change the IO rate card or the rate of the flight.IO rate card rate of the flight

31. © 2008 Eyeblaster. All rights reserved Rates You can assign a rate per flight/ad. To assign a specific rate to a flight/ad: 1.From Client Services > Flights, select the flight and click Change Rates. 2.Clear the Set CPM/CPC per Rate Card checkbox. 3.Manually enter the CPM/CPC rate(s).

32. © 2008 Eyeblaster. All rights reserved Rates

33. © 2008 Eyeblaster. All rights reserved Rates 4.From Set Premium CPM Rate, Click Edit. 5.Edit the rates.

34. © 2008 Eyeblaster. All rights reserved Rates You can also define a rate card in the IO level. The defined rate card will apply to all the flights included in the IO. To assign a specific rate card to an IO: ACM System Administration: 1.From Billing > IOs List, select the IO and click Edit IO. 2.Select the rate card.

35. © 2008 Eyeblaster. All rights reserved Rates MediaMind: 1.To select the IO: From Manage > Insertion Orders, select the IO and click Settings.

36. © 2008 Eyeblaster. All rights reserved Rates Or: a.From Manage > Campaigns, select the campaign and select Edit > Costs > Eyeblaster Costs.

37. © 2008 Eyeblaster. All rights reserved Rates b.From My Insertion Order, select the IO and click Settings.

38. © 2008 Eyeblaster. All rights reserved Rates 2.Select the rate card.

39. © 2008 Eyeblaster. All rights reserved Rates In the IO list you can see the rate card defined for the IO.

40. © 2008 Eyeblaster. All rights reserved Rates In MediaMind you can view in the campaign level, the rates for each ad. From: Manage > Insertion Orders, or Manage > Campaigns > Costs > Eyeblaster Costs, click View IO.

41. © 2008 Eyeblaster. All rights reserved Rates 2.Expand Campaign Details. 3.Expand a placement to view the ad‘s rates.

42. © 2008 Eyeblaster. All rights reserved Over Delivery - Hardstop Rate Card Level % of free default impressions (only if hard stop activated) Account Level % of over delivery threshold Adjustments for over delivery according to the account settings are calculated for regular impressions only, and exclude hardstop impressions.

43. © 2008 Eyeblaster. All rights reserved Over Delivery - Hardstop Rate Card Level Define % of free default impressions (Default Banner), when Hardstop is activated Account Level (Billing Information) Define % of over delivery threshold Adjustments will be made only for regular over delivered impressions.

44. © 2008 Eyeblaster. All rights reserved Over Delivery - Hardstop Examples Rate Card Level 100,000 impressions ordered, 115,000 impressions served, percentage on rate card level set to 7%. If hardstop was activated from the 100,001 impression, then Eyeblaster will not bill the client for the first 7,000 impressions, and will bill for the rest 8,000 impressions. The rate will be as defined in the Default Banner – CPM setting.

45. © 2008 Eyeblaster. All rights reserved Over Delivery - Hardstop Examples Account Level 1.A flight has 1000 ordered impressions. It served 1300 impressions (no hardstop). The threshold at the account level is 20%. The adjustment should be calculated for the 200 regular impressions only, other 100 impressions should be charged regular CPM. 2.A flight has 1000 ordered impressions. It served 1300 imp., 200 of them were default image impressions (hardstop). The threshold at the account level is 20%. The adjustment should be calculated for the 100 regular impressions only

46. © 2008 Eyeblaster. All rights reserved Insertion Orders An IO (Insertion Order) is a legal agreement used to engage with an Eyeblaster client for the provision of an Eyeblaster service: ad- serving or a professional service, such as campaign setup, creative services, custom report and so on. In a campaign with multiple paying accounts, a separate IO is created for each paying account related to the campaign. An IO is created if the campaign includes at least one published ad.

47. © 2008 Eyeblaster. All rights reserved Insertion Orders IOs are automatically created and updated: [one single system?] In MediaMind: Once every four hours. In ACM: For a Standard Banner Ad [campaign?]: Immediately For a Rich Media [campaign]: Once every four hours. If you cannot wait four hours, you can generate the IO manually: ACM: From Campaigns > Campaign List, select the campaign and click the ‘Generate and send IOs’ button.

48. © 2008 Eyeblaster. All rights reserved Insertion Orders MediaMind: Campaigns page: From Manage > Campaigns, select the campaign and click Generate IO.

49. © 2008 Eyeblaster. All rights reserved Insertion Orders Campaigns Costs tab 1.From Manage > Campaigns, select the campaign and select Edit > Costs > Eyeblaster Costs. 2.From My Insertion Order, select the IO and click Generate IO.

50. © 2008 Eyeblaster. All rights reserved Insertion Orders Campaigns Tags tab: 1.From Manage > Campaigns, select the campaign and select Edit > Tags > Publish to Sites. 2.From Send Code Package to, select Sites contacts and to me. 3.Click Send Code.

51. © 2008 Eyeblaster. All rights reserved Insertion Orders – Legal Status The account’s legal status defines whether its IOs are created, sent out, are required to be signed and so on. For example, you can set an ACM accounts to a ‘No IO required’ legal status. To define the account’s legal status: ACM System Administration 1.From Client Services > Accounts: To create a new account, Click Add New, or To edit an existing account, select the account and click Edit. 2.From Billing info, from Legal Status, select the legal status.

52. © 2008 Eyeblaster. All rights reserved Insertion Orders – Legal Status MediaMind 1.From System Administration > Accounts: To create a new account, Click Add Account, or To edit an existing account, select the account and click Edit > Billing. 2.From Legal Status, select the legal status. 3.When you select No IO required, you can set the expiry date, for example, the expiry date of the ACM agreement.

53. © 2008 Eyeblaster. All rights reserved Insertion Orders – Recipients and Signatories Who receives the IO? Account users with ‘Billing’ permission have access to the billing portal IO email alerts are sent to the following: In MediaMind: Once every four hours. Account billing contact Account users with billing role ONLY Publisher account user who has billing and sales person roles will get alerts for his flights only Agency account user who has billing and media planner roles will get alerts for his campaigns only Any additional user that was assigned to sign the specific IO Who can sign an IO? Anyone with billing permissions. If the IO is not signed, the flight will not be served

54. © 2008 Eyeblaster. All rights reserved Insertion Orders In MediaMind you can view in the campaign level, insertion orders sent to other accounts, such as the related site(s). From Manage > Campaigns, select the campaign and select Edit > Costs > Eyeblaster Costs > Other Insertion Orders.

55. © 2008 Eyeblaster. All rights reserved IO to PDF Click on the IO, click on >Export to PDF

56. © 2008 Eyeblaster. All rights reserved PO 1.From Client Services > Flights, select the desired flight. 2.Click Edit PO Numbers. 3.Enter the PO number in the relevant fields. To enter the PO #: The Edit PO Numbers page appears. If a customer requires to know the PO number of the campaign/flight, he must enter it on the flight level.

57. © 2008 Eyeblaster. All rights reserved Who receives invoices? To set the billing contact: 1.Open the Billing info section 2.Select the desired billing contact from the drop-down list 3.Enter the billing account name (This is not necessarily the account name) 4.Enter the account’s full address

58. © 2008 Eyeblaster. All rights reserved Who receives invoices? 1.From Client Services > Accounts, select the desired account. 2.Click Users. 3.Click Add New. The Add New page appears. 4.Select the Billing Person checkbox. 5.Choose as status „disabled“ if the user has only billing person role To define a User:

59. © 2008 Eyeblaster. All rights reserved Remember…...if we can’t find the Billing Contact we won’t be able to collect the Money

60. © 2008 Eyeblaster. All rights reserved Definitions Payment terms (days): Amount of days the invoice will be due (from invoice date) VAT/TAX Charge: Relevant for companies with UK / Mexico address, ticked automatically for accounts with office UK VAT Rate(%): % of VAT that will be charged on the invoice VAT#/TIN#: Customer's VAT number Legal Status: shows if an account requires an IO to be signed per campaign, only customers with agreements don't have to sign IO's. Discount/Credits: Feature is not working correctly and currently not in use

61. © 2008 Eyeblaster. All rights reserved Billing per Time Zone Invoices are issued according to EST. To avoid discrepancies between analytics and billing it is possible to bill a client according to his time zone. Updating a billing zone will take affect only in the next month’s billing (there will be no split billing for different time zones). The month of the change will be billed in EST only. In both external and internal reports, revenue is displayed according to the billing time zone.

62. © 2008 Eyeblaster. All rights reserved ACM Definition for Advertisers Advertisers of accounts that have a valid ACM contract Are running Standard banners at an average volume of at least 10,000 impressions per month Are not using 3 rd party tool for tracking.

63. © 2008 Eyeblaster. All rights reserved Credit Process SM/Client notifiying credit controller (CC) CC confirming with SM and getting approval depending on amount: $0-1,000 SM $1,000-5,000 Director $5,000-10,000 VP $10,000+ GM CC Team issues credit according to the approval status.

64. © 2008 Eyeblaster. All rights reserved Summary Campaign billing check list: Who is paying? What kind of invoice does he need? Per campaign or for all campaigns? This can be set on the account level Do we have the full billing contact information on the account? Is the correct rate card set for the account/campaign? PO – Does the customer need his internal PO number to appear on the invoice?

65. © 2008 Eyeblaster. All rights reserved Pre-Billing Purpose: Prevent incorrect billing Avoid creating discomfort to our clients Expediting the collection process

66. © 2008 Eyeblaster. All rights reserved Thank you for your cooperation Credit Control Team