For buyers
Create a media plan
Turn a campaign outcome, client context, budget, dates, markets, and source material into an editable plan.
6 min readUpdated
Something missing from this page? Email help@tap.co
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For buyers
Turn a campaign outcome, client context, budget, dates, markets, and source material into an editable plan.
6 min readUpdated
Something missing from this page? Email help@tap.co
A Plan is the buyer's campaign-planning workspace. It holds the shared facts your team and the Tap Agent use before and during the transaction. One Plan can contain several RFPs, including separate requests for different markets or media.
Creating a Plan does not contact a supplier. It creates buyer-owned planning context. If you also ask Tap to prepare RFP drafts, those drafts remain private until an authorized buyer sends them.
You do not need every field to start. The following inputs make the next step faster and more accurate:
| Input | How Tap uses it |
|---|---|
| Client or brand | Connects the Plan to reusable advertiser context. Include the public website when it is a useful grounding source. |
| Objective | States the result the media should produce. An objective is needed before the current RFP creation flow can proceed. |
| Audience | Gives Tap the people the campaign should reach. The structured broadcast RFP later uses one standard primary demographic for its transactable goals. |
| Markets | Defines the geographic scope and eligible Supplier Properties for a request. |
| Flight dates | Sets the exact start and end of the intended media period. |
| Budget | Guides planning and allocation. Plan budget remains buyer-side context and is not sent as an RFP input. |
| Product and Ref Number | Adds optional Client Product Estimate context when your agency uses it. These fields do not block RFP work. |
| Brief or source files | Gives the Tap Agent evidence for the objective, constraints, research, and other confirmed facts. |
Open a new chat
Go to Home and choose New chat. You can also select Start a new media plan from the getting-started view.
Lead with the outcome
Describe what the campaign should achieve and who it should reach. Add the Client, markets, flight dates, and budget in the same message when they are known.
Attach supporting evidence
Upload the brief or deck when the details should come from an existing source. Tell Tap which facts are approved and which are still open for recommendation.
Ask Tap to create the Plan
Tap creates a buyer-owned draft and connects it to the conversation. If you want planning only, say that clearly. If you want RFP drafts too, name the markets and media you want prepared.
Review the Plan artifact
Check the structured details against the source. Correct material assumptions before they flow into an RFP.
Create a draft Plan for a regional product launch. The objective is qualified awareness among adults 25 to 54. The flight should run from October 5 through November 1 in two priority markets. Use a working media budget of $80,000. Keep this as planning work until I review the RFP drafts.
This prompt gives Tap a clear outcome, audience, dates, geography, budget, and authority boundary without pretending that supplier rates or availability are already known.
Open the Plan's Details stage to review and edit the fields currently available in the buyer workspace:
Details save automatically. Watch for Saving changes, Changes saved, or an error message before leaving after a consequential edit. The Plan title cannot be blank, the budget must be zero or more when supplied, and the end date cannot be before the start date.
Use the Tap Agent to add or update grounded markets, audience context, and other planning facts that are not direct fields in the Details form.
Brand, Product, and Ref Number are connected fields, but only the Brand is useful as general Client context.
A complete Plan and a sendable RFP are different standards. Before asking Tap to prepare the full requested RFP set, confirm:
A budget helps Tap recommend allocations and goals, but a missing budget should produce an incomplete draft, not invented commercial values. Product and Ref Number remain optional. Supplier recipients are chosen and reviewed as part of the RFP, not the Plan.
The Plan is living buyer-side context. A sent RFP revision is an immutable record of what suppliers received.
Changing the Plan later does not silently rewrite an already sent RFP. If a material request detail changes, review the revised RFP and explicitly resend a new revision. This preserves the history each side acted on.
Use Campaigns in the main navigation to open the Plans list. From there you can:
Sent requests and Orders cannot be deleted through the draft cleanup action. Archive retained work when you want it out of the active view without destroying transaction history.
Leave it open or provide a clearly labeled working range. Ask Tap to show the assumptions behind any recommendation. Do not present an estimate as approved spend.
Continue. Both are optional. Add them later if your agency needs a Client Product Estimate for invoice matching.
Correct it in chat or edit the matching Plan detail. Check the saved state before drafting requests that depend on the change.
Ask for a distinct Plan when you want an independently reviewable option. Do not overwrite approved facts in an existing Plan just to explore a materially different scenario.