MYOC offers you the possibility to store a performance tunnel as a standard template for a client or a group. When you create a new campaign, the steps of the funnel are automatically displayed and can be adjusted or supplemented by the planner if necessary.

MYOC always draws the more detailed specification. This means that if a funnel is stored for a client, it is always displayed. If no funnel is stored for the client, but for the group, the funnel is displayed by the group.

Both elements are located in the mask "Clients" and are only differentiated by their type.

Important: If you make a change in the template for the performance funnel for a client or group, this is only transferred to newly created campaigns. In old campaigns, even if new variants and/or versions are created, the old performance funnels remain.

To open the mask "Clients", search for "Clients" via the search element in the left navigation bar.

Tip: You can fix the mask in your home menu using the pin at the upper right edge, so that you don't have to search for it when you call it up again, but it will be displayed in the home menu by default.

In the displayed mask you can see all agency groups, agencies, groups and clients which you have the authorization for. By means of the type, you can see which element is involved.

HAGT = agency group
AGT = agency
KONZ = group
WT = client

Using the search window, you can search for the desired entry for which templates for performance funnels are to be stored.

Important: Please always pay attention to the corresponding type of the element.

Double-click on the line to open the mask for the desired element.

First switch to the "Funnel" tab. Then click on "Create Funnel" in the lower menu bar. If the symbol is not directly visible, first click on "...".

Important: Do not click on the "New" button. No funnel steps can be created via this button!

In the pop-up window that opens, you can now define a first funnel step that will be automatically available to the planner later. First enter a name for the funnel step in the field "name". In addition, you have the option of specifying a type in the "Funnel type" area, so that the volume can later be automatically assigned to a specific step in each placement, depending on the price model. The following types are available:

• Clicks
• Engagements
• Impressions
• Leads
• Order
• Views

Afterwards please save the entry using the orange "Save" button at the bottom right and close the window.

Note: The entry in the overview page only becomes visible after switching between 2 tabs!

You now have the possibility to create further funnel steps in the same way.

If you have created several funnel steps by default, you can determine the order in which the funnel steps are to be displayed later in the overview page. To do this, simply drag the individual columns of the funnel steps into the correct order via Drag&Drop.

If you want to edit an entry, open the entry by double-clicking on the corresponding table line. You can now make the changes you want in the entry itself. Then save the changed entry by clicking the "Save" button at the bottom right.

If an entry has been made incorrectly, it is possible to delete it.

To do this, open the entry by double-clicking on the table line. In the entry itself, open the context menu by clicking on the right button of your mouse. Then select "Delete record". You will then receive a confirmation of the deletion process.