Every agency works differently… different clients, deliverables, timelines, and tools. That’s why Bionic gives you the power to shape the platform around your unique workflow. Whether you’re optimizing internal efficiency or tailoring output for clients, Bionic’s flexible customization options help you get it done YOUR WAY.
Here’s how smart agencies are using Bionic’s customization features to drive better collaboration, more accurate data, faster execution, and cleaner reporting… supported every step of the way by the Bionic Customer Success team.
Customize Media Plan
Custom Media Plan Costs
Ensure your team captures every detail needed for accurate reporting, strategic insights, and smooth execution of your media plan.
- Custom Cost Fields – By adding custom cost fields to represent Production Costs, Agency Compensation, and Delivery Costs, you can ensure you are staying on track with your budgets.
- KPIs – When you define campaign specific KPIs, not only can you track your goals, you can also stay on top of performance and pacing.
- Custom Fields – Defining agency or client specific custom fields provides the flexibility to track whatever information you need: tactics, geography,
Include agency or client specific custom fields to track tactics, geography, or any other data you need for reporting.
Bionic’s media plan adapts to you—no spreadsheets required!
Flexible RFP Templates
RFP
No more starting from scratch or managing RFPs via email. Create reusable RFP templates tailored to your agency’s buying strategies, vendor requirements, and media types. Receive every proposal in a structured layout that matches your plan, while enabling the flexibility for your ad sales teams to include everything you need to make decisions. Accept proposals with just a click!
Streamline your process while maintaining consistency and professionalism across every RFP.
Customize Flowchart Views
Flowcharts
Present media plans in ways that make sense to clients. With customizable flowchart views, you control how information is grouped and displayed: by channel, program, budget, market, and more. You can even throw in client branded color themes to personalize it further!
Customize Orders
Orders
Customize your IOs to reflect the data your vendors need, how they need it: from line-item details and view options, to billing details. With Bionic, you can control which fields appear on your orders and viewing options appropriate to the buy.
Your buying process, your terms. Upload and manage your own T&Cs to ensure every order you issue aligns with your agency’s legal and procurement standards. Eliminate friction and reduce back-and-forth with vendors.
Customize Naming Conventions
Naming Conventions
Consistency and accuracy are critical when building your naming conventions. Ditch the CONCATs, VLOOKUPs, formula errors, and unnecessary data re-entry!
Define custom, standardized naming conventions for campaigns, placements, packages and ads that automatically build as you build your campaign details.
Whether custom to your organization or even specific clients, Bionic can handle your most complex (or simple) naming convention requirements.
Customize Tracking URLs
Tracking URLs
Just like naming conventions, building your Tracking URLs can require a lot of extra work and comes with a high risk of error.
Create any number of highly customized patterns that can be applied instantly to your campaigns. Define your parameters once, and let the system generate standardized URLs automatically, ensuring consistent tracking and accurate analytics.
Customize Dashboarding & Reporting
Looker Data Studio
Your team doesn’t need to dig through spreadsheets to get answers. Built-in reporting views, automated data feeds, and Bionic Data Studio can support any reporting requirement.
Build dashboards that help you and your clients understand their campaigns. Where is money being spent? How much is being spent? What are our goals? How is the advertising performing? What needs to be paid?
No more emailing spreadsheets back and forth or spending hours formatting reports. Just clean, flexible reporting and dashboard that helps your team stay aligned and focused, without any extra work.
Customize Metadata
Metadata
Bionic’s metadata system gives you the power to define object-level variables across any object in Bionic, allowing for unparalleled flexibility in how you manage, map, and automate your media planning.
Whether you’re syncing with a third-party system, organizing complex campaigns, or building tracking URLs and naming conventions, custom metadata enables you to manage all of your important data to make Bionic adaptable to your exact process.
Agency-Defined Integrations
Track performance with more than 50 existing platforms and third-party integrations. If the integration you need isn’t available, just ask and it can be added.
Connect seamlessly to external BI tools through automated data feeds or use Bionic Data Studio directly.
For accounting, integrations are available with QuickBooks, Workamajig, Advantage, and others. Even without direct integration, financials can be shared with accounting to keep billing accurate.
Your Success Team, Built In
Customization doesn’t mean complexity. Your dedicated Customer Success Manager will:
- Map your workflows into Bionic
- Recommend the best customization options
- Guide setup and implementation
- Train your team on best practices
We work hand-in-hand with agencies every day to help them to translate their existing process into Bionic, eliminate the guesswork and reduce the challenges that change can bring. We help turn those existing manual processes into streamlined, centralized, automated workflows that save you time, increase the value of your data, and ensure accuracy. Everything you need to bring success to your clients and your agency.
Start Customizing Your Workflow
Whether you’re just getting started or ready to level up your system, your Customer Success Manager is here for you. Let us know how you work—and we’ll help Bionic work for you.
Need help? Check out Bionic Academy, visit the Bionic Knowledge Base, or contact your CSM.
Don’t have Bionic? Learn more or sign up today!
Your Workflow, Your Rules
Bionic gives you the tools to create a planning system that’s as agile as your agency. When your platform matches your process, great things happen.
Let’s customize your success!
