Planning & Ad Ops Certification

Welcome to Boostr University

Your Path to Campaign Execution Mastery

The Planning & Ad Ops Certification offers comprehensive, hands-on training in Boostr’s campaign execution workflows, spanning media planning, trafficking, and delivery performance monitoring. It’s designed to teach both the "how" and the "why" behind campaign configuration, ad server integration, and real-time optimization.

What the Certification Covers

The course is structured around three core functional areas:

Media Planning Fundamentals

  • Build media plans directly from deals using the Media Plans module
  • Add and organize line items from the product catalog or saved templates
  • Group, package, and restructure lines for better readability and management
  • Customize, pin, and filter columns for personalized workflows
  • Manage cost configurations, rate types, and budgets
  • Export media plans for client presentation (Google Sheets, PDF, CSV)
  • Key Takeaway: Learn how to quickly build, edit, and scale media plans that align with product availability, pricing logic, and client expectations

IO Management & Workflow Best Practices

  • Understand the lifecycle of a media plan: from draft → primary → closed-won → IO
  • Edit closed-won campaign details directly on the IO object
  • Manage budget changes, upsells, and cancellations with revision workflows
  • Ensure accuracy between IO and traffic lines using the IO Trafficking Comparison tool
  • Control and limit edits based on user roles and billing constraints
  • Key Takeaway: Master compliant post-sale changes to safeguard the integrity of your reporting, forecasting, and billing.

Ad Server Trafficking & Delivery Oversight

  • Map ad units to products and manage targeting configurations
  • Create and push traffic orders to ad servers (e.g. Google Ad Manager)
  • Bulk edit traffic lines and apply buffer percentages
  • Monitor push statuses, resolve ad server errors, and retry failed pushes
  • Use delivery pacing dashboards to track campaign performance
  • Investigate 1st vs. 3rd party discrepancies and identify underdelivery risks
  • Key Takeaway: Gain confidence in campaign delivery by mastering the link between Boostr, ad servers, and real-world campaign pacing.

Who It’s For

This certification is designed for anyone responsible for the accurate execution and performance of campaigns in Boostr:

  • Media planners setting up campaign plans
  • AdOps professionals trafficking campaigns to ad servers
  • Campaign and RevOps teams managing delivery and pacing

Skills You'll Learn

By the end of this certification, participants will be able to:

  • Build, edit, and QA a media plan
  • Transition plans to insertion orders and make compliant revisions
  • Push and update ad server traffic orders
  • Interpret pacing reports and delivery metrics
  • Troubleshoot targeting, availability, and trafficking errors
  • Export and present accurate plans to clients and stakeholders

Tangible Outcome

Certified users will be able to independently execute, monitor, and optimize campaign plans from end to end in Boostr—reducing their dependency on support teams, improving client satisfaction, and driving more accurate and scalable operations.

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