---
title: "Channel Planner"
url: "https://helpdesk.telmarhelixa.com/en/article/channel-planner"
language: "en"
last_updated: "2026-10-08T14:52:53.848Z"
---

# Channel Planner

## **Ability to plan at the Media Type level**

To add a new channel plan (planning at media-type level), click the ‘New Channel Plan’ CTA to start a channel-plan (media-type) campaign

![](https://cdn-assets.productfruits.com/8528c4c9-7463-4cbd-9922-50786732ea51)

![](https://cdn-assets.productfruits.com/921c85ad-6027-4b0d-b10d-1f08ae8bb148)

User can access existing Channel Plans from the ‘Channel Plans’ tab

![](https://cdn-assets.productfruits.com/1b226a79-a5ce-41ab-b8a0-dff0dbf762cb)

## **Start a new Campaign or accessing existing Channel Plans**

The ‘Start campaign’ modal should appear to add a new Media Type–level campaign when a user clicks the ‘New Channel Plan’ tab

![](https://cdn-assets.productfruits.com/c3837a02-544d-488f-a995-a20d0e885820)

All existing channel plan campaigns are available on the ‘Channel Plans’ tab

![](https://cdn-assets.productfruits.com/80d492e9-c846-45a8-a188-ced836b877ca)

### **Select a survey for channel plan (media-type level planning)**

1.  Only surveys compatible with Channel Plan are available.
2.  Multi‑survey selection is not currently supported.

![](https://cdn-assets.productfruits.com/24b583b8-fbf6-4c2b-8787-99d5e4f8aea8)

### **Select Audience and Media from the ‘Audience & Media’ tab.**

1.  For the selected survey, the user can add available audience and media.
2.  The user can also add a **Custom Audience** and/or **Custom Media**

![](https://cdn-assets.productfruits.com/0b1dcd60-5343-4016-a13f-0ff8b6c2da01)

**The user can select or add Custom Media and Custom Audience from the options below (optional)**

![](https://cdn-assets.productfruits.com/19e35dac-05da-449b-b04f-d4d118d80ac5)

![](https://cdn-assets.productfruits.com/ebd03358-6f8f-43a8-941c-95ee8f7853c4)

![](https://cdn-assets.productfruits.com/ba8f7d92-e02c-4e44-a5f2-f49af71f7016)

**After selecting Media Type and Audience, the user can preview the selection by clicking the CTA below**

![](https://cdn-assets.productfruits.com/d1955b3a-1471-4ad0-9427-5cd780ea0a3e)

### **User can now add ‘Campaign Strategy’ by clicking the ‘Strategy’ CTA**

Click the **‘Strategy’** CTA to add impressions/GRP for the selected media type

![](https://cdn-assets.productfruits.com/e3957120-d066-4df3-a74e-b46f571fbacd)

**Users can specify the allocation strategy using the toggle below**

Select **Natural** or **Optimised** to control how delivery is allocated over time — organic or strategic

![](https://cdn-assets.productfruits.com/a62ea2d3-4b73-43e8-bbb6-95dc42ddf3cd)

**If a user selects ‘Optimised’ as the allocation strategy, they can set parameters for the optimised channel by defining the actual value or percentage split allocation, as shown below**

![](https://cdn-assets.productfruits.com/564522f6-26bc-4064-bf79-b40a5daf3e50)

**By clicking on the ‘Check results’ CTA (as below), System will calculate** **results** **according to the selected allocation strategy**

![](https://cdn-assets.productfruits.com/8b440989-1b92-4858-902d-8dcdcc970fe6)

  

## **Results Page**

![](https://cdn-assets.productfruits.com/d90c3e50-a187-4419-9fd6-0b524841684c)

![](https://cdn-assets.productfruits.com/b8d46e9b-eeef-4c1e-b64d-feab1a01e22d)

User can change chart settings and add or remove metrics

![](https://cdn-assets.productfruits.com/336748f9-abaf-4307-8858-3d7712f99b20)

![](https://cdn-assets.productfruits.com/89d5d01a-be21-441d-a22b-c171ea770245)
