Buyer: How do I create and set up Media Value Banks?
How to set up Clients to be Media Value Bank Eligible:
Begin by going to "Clients" under "Settings" on the left-hand side menu.
![](https://ic.autopilotapp.com/kb/195/ZG9tZWRpYTE/5EBd/AGaL8ZbLXVGi_qOi.jpg)
On your Client dashboard, you can click "Create New Client" or "Edit "on an existing client.
![](https://ic.autopilotapp.com/kb/2283/ZG9tZWRpYTE/-n5A/AGaL8f7LXVGi_qWk.jpg)
When creating or editing your client, check the "Media Value Bank Eligible" box.
![](https://ic.autopilotapp.com/kb/1725/ZG9tZWRpYTE/Da76/AGaL8p1Xen3IJdrZ.jpg)
How to create a Media Value Bank:
Click "Media Value Banks" under "Settings" on the left-hand side menu.
![](https://ic.autopilotapp.com/kb/197/ZG9tZWRpYTE/N4rB/AGaL8wfLXVGi_qem.jpg)
Click "Create Media Value Bank"
![](https://ic.autopilotapp.com/kb/2322/ZG9tZWRpYTE/uwWy/AGaL837LXVGi_qmo.jpg)
Here you can fill out the fields to create your Media Value Bank. Note: Red asterisks indicate required fields.
![](https://ic.autopilotapp.com/kb/2018/ZG9tZWRpYTE/Kz8H/AGaL9sbLXVGi_quq.jpg)
How to add the Media Value Bank column to your RFP Template:
You can add the Media Value Bank column to your RFP template by clicking "Settings" then "RFP Templates".
![](https://ic.autopilotapp.com/kb/196/ZG9tZWRpYTE/oscH/AGaL93zLXVGi_q2s.jpg)
Next, you can either select "Create New RFP Template" or "Edit" an existing one.
![](https://ic.autopilotapp.com/kb/1713/ZG9tZWRpYTE/pk1O/AGaL-LJXen3IJdzb.jpg)
Click the blue arrow on the "Media Bank Eligible" Column to add to your RFP Template.
![](https://ic.autopilotapp.com/kb/1824/ZG9tZWRpYTE/vMjy/AGae42fs7U-MJLu6.jpg)