Integrating Strata and Matrix saves time, eliminates manual entry and offers valuable insight by combining forecast and booked dollars into a single view. Staring with Strata, you can create your packages and campaigns and then have the Matrix API pull it to Matrix, saving time and manual entry in two systems.
General Functionalities with This Integration
Creating New Deals
- After Loading packages and campaigns from Strata into Matrix, a new deal is created when the AE name, Advertiser Name and Outlet match exactly.
- If the Advertiser name does not exist, the account is created as a prospect and a new deal is created in Matrix.
- If the AE name does not match, that campaign is ignored, and no deal is created
- If no outlets match, the avail / schedule is ignored, and no deal is created. If at least one outlet matches, the deal is created and lines without matching outlets are ignored.
- When the new deal is created in Matrix,
- the Office field will automatically be populated with the office that you specified as your default on your Profile page. If you have not specified a default, then Matrix will use the first office that appears in the list of your available offices.
- The Category field will populate with the one that was most recently used for the account that you are working with. If there is not one, then an N/A will be populated in the Category field in the new deal.
- The pending dollars will display in Matrix under a deal name in the form of (Accountname) “Strata Deal- Campaign”[date]).
Updating Existing Deals
- Strata will update Matrix every hour. Data is transferred from Strata to Matrix once an hour. If an error occurs that prevents the data from getting to Matrix, Matrix will grab all data from those missed hourly calls on the next successful call.
- The AE name, Advertiser Name and Outlet must match exactly in order to update a deal in Matrix.
- Once the Deal is created within Matrix, the deal will continually be updated with new information from Strata. Any changes that you make in Matrix will remain until a new revision is found in Strata. If you change the month or dollar amount in Strata, Matrix will reflect accordingly during the next sync.
For example, A Matrix Deal that was created from Strata, has Pending updated to $1000 for June. The Strata Deal (same Account), has a revision done for June of $1,200. When the hourly update finishes, this Deal for June in Matrix will be changed to $1,200.
Continuing with the same example, if the June Billing for this same Account is imported for $1000 in Matrix and it Auto Reconciles to $200 for June, Matrix will continue to look for any Strata revisions for the length of the Deal until the Matrix Deal is CLOSED.
- Once a Deal is 100% reconciled with Traffic information in Matrix e.g. Deal Status is “Closed”, Matrix will no longer accept updates from Strata so as to report the most accurate pending possible. However, you can modify the deals manually in Matrix.
- Matrix is designed to close win a deal overnight if the total pending amount = zero.
- Strata is the Primary (Matrix will always look to Strata when updating a Deal).
- Note that when a user updates a deal in Matrix, the update will NOT be synced with the the proposal in Strata. No syncing will occur at any time. For example, you edit a deal in Matrix and need those details to also reflect in Strata, then you will need to make those updates in Strata.
Deleting Deals
- Deleting your package/campaign in Strata will also delete it from Matrix on the next sync. If you delete a deal in Strata, the deal will automatically be deleted in Matrix. No further action is expected on your part.
To send packages and campaigns from Strata into Matrix
- Click the traffic light to send your information to Matrix.
- Click on the probability to fill in information regarding the probability or weight.
- When you’re ready to send this information to Matrix, click the Send to Pending option. This will place the Strata information into a holding bucket where Matrix will check every hour for new information.