Help Center

If the configuration is turned on, on the Contact Info step of creating an order, you can enter a contact in the Secondary Signatory field. When set, the primary contact and the Secondary Signatory will be required to sign the order for it to become client approved.

To create and manage offers, you need the User Permission 'Offers'. With the permission, you can navigate to Settings > Sales > Offers. Here, you can create new offers, and interact with existing ones.

Each offer requires an end date, product type, and a contract template. The product types currently available are Print Ads and Slot digital media items.

If an offer is associated with a company, you can email the offer to contacts at that company.

In order to see offers in the Client Center, your contacts will need the 'Offers' Client Center Permission.

On the Offers page in the Client Center, contacts can view all offers that either do not have any companies specified, or offers they are set as a company on.

Contacts can then view the offer to claim it. Clicking the 'Claim Offer' button will mark the offer as claimed within Ad Orbit, and automatically create an Ad Orbit order and invoice.

All inventory checks will be applied when using offers.

Turning on offers is currently a restricted ability. Please contact our team if you wish to enable this feature.

To set up your Asset Upload Form Templates, you will need the User Permission 'Asset Upload Form Template'. With the permission, you can go to the Settings > Products > Asset Upload Form Template page to create and manage your templates.

Each template requires a name and type. You can choose between the 'File' type and the 'HTML' type. The type determines the type of asset that can be uploaded when this form is used. The File type is used for image-based assets, whereas the HTML type is used for text-based assets.

You can then choose which fields should display on your form, give them override labels, and specify whether the fields should be required or optional.

Once created, asset Upload Form Templates can be set on digital media products, either through bulk actions on the digital media product search pages, or on individual products.

When uploading artwork to a ticket through the Client Center, the upload form will be based on the template associated with the product.

By default, all Attendee Confirmation emails are sent to the 'buyer' of the event tickets. If you wish to override this, you can now use the ellipses icon on a buyer record and click the 'Set Correspondent Contact' action. In the popup, you can choose from any contact associated with the buyer's company to use as the contact who should receive Attendee Confirmation emails, in place of the buyer.

We also added a new action this release once the Attendee Confirmation email has been sent. You can now use the ellipses action on a buyer to copy the confirmation link.

On the Event Attendee Report, we added a new ‘Show Attendees Without Contact Only’ checkbox. When checked, the report will find only attendees without an associated contact record. Without this option checked, the report will find all attendees, regardless of if a contact is set on the attendee record or not.

When turned on, when approving an order within the Client Center, the contact will see a 'Prepay Order' checkbox. If checked, they can enter their payment information and pay the order as part of the approval process.

If left unchecked, they will not need to enter prepay information when approving.

The new Require Company Category on all Sales configuration is set to Yes by default, which is how the system has worked historically. If changed to No, category will become an optional field on line items.

Along with this change, we also added a Default option for company categories, which if set will be used as the default primary category when creating new companies.

When turned on, only users with the 'General Ledger Setup' user permission can change the default value of the GL Class when adding or editing line items. Without the permission, the GL Class field on line items will be disabled.

This is an internal system configuration, meaning you will need to contact our support team if you wish to have this feature turned on.

On the Forecast Detail Report, the 'Opportunity' column now shows the name of the opportunity associated with the pending order, if applicable.

We have added an AI based live chat feature in addition to our regular live chat and support tickets. To use the feature, click on the ? mark icon similar to how you would navigate to normal live chat, and click the 'Astro Chat' option. Astro Chat is great for questions such as 'How do I create an installment invoice', or 'What permissions do I need to approve an order?' as a few examples. For more complex questions, or questions about specific scenarios, we recommend reaching out through our regular live chat. If you begin a chat using the Astro Chat feature and your questions are not getting answered, you can easily link to the regular live chat pop out.

An HTML dynamic attribute type for tickets has replaced the Text Area type. This allows for more customization and flexibility over the formatting of the attribute values.

SFTP is now supported for exporting final PDF files.

A column for Order Rep has been added to the Payments export when in the CSV format.

Ticket Status and Ticket Note merge tags have been added to the 'Send Internal Email' action on ticket automation workflows.

The GAM integration has been updated to use the most recent GAM version.

When publications are required on all service line items, all publications will be available if there are active service products without any specified 'Available Publications'. If every service product has 'Available Publications' set, then the publication list when adding a line item will only display the Available Publications.

A 'Show Disabled' filter was added to the Connected Emails page.

A performance improvement was made to the Automation Workflows.

A label change was made on the ACH account add/edit popups, so 'Bank Account Name' is now shown as 'Name on Account' for clarity.

The Client Center password reset email has been updated to include more information, and the Client Center login logo.

An Order Files action has been added to ticket pages under the Actions menu. This is the same action that is available on a pending or approved order.

Lead Source is now an available, optional field on the company level. When set, it will be displayed on the Company Overview page. Along with this change, we also added Lead Source as a search and display field on the Company Search page.

Search filters have been added to the Orders tab on companies. You can now filter this page by Order Rep, Publication, Ad Size, Position/Channel, and Campaign Name. You can also choose to display or hide inactive orders.

When bulk renewing subscriptions, there is a new checkbox to 'Renew Gift as a Gift'. If unchecked, any gifted subscriptions will be renewed as a non-gift subscription. If checked, gifted subscriptions will be renewed retaining the gift information.

A Cash Banked display field has been added to the Consolidated Snapshot and Consolidated Sales reports, which displays payments made against the item.

When making payments in the Client Center, the payment form will no longer default to showing the 'Add New Card' fields. Customers will instead have to choose from their existing cards, or select the 'Add New Card' option.

When a company is connected to MediaRadar, the loading icon will no longer be displayed after the ads have loaded on the MediaRadar tab.

A specific scenario was causing unprompted calls through the Twilio integration, which has been resolved.

Subscription payments can now be voided and refunded properly, depending on whether the transaction has settled in the gateway or not. There are also error message being displayed if a void attempt fails.

Texting through Ad Orbit using the Twilio integration was working inconsistently. To make texting work consistently, we have added an SMS number that will be applied instance wide and can be set on the Twilio integration setup page.

Prior to this release, it was possible to create invalid ad-hoc slot frequencies, if the frequency type was changed before saving. This bug has been fixed.

When cloning line items on fully approved orders, ticket assignment emails are now being sent properly.

When multiple email addresses were entered in the 'From Artwork' email configurations, they were failing to send. This has been resolved, so if there are multiple email addresses entered, the system will just use the first email as the 'from' email.

A tooltip has been added to the Send Invoice Payment Reminder Email system configuration to clear up the intended behavior.

The Initial Update and Last Updated columns can now be sorted on the Lead Status Report.

Errors related to setting credit cards as the company level auto-pay card have been resolved.

Loading icons have been added to the IMAP fields when connecting a user email.

Voiding ACH payments that were made with one-time payment methods is now working properly.

For connected user emails on the My Preferences page, any folders that are no longer valid will be automatically removed.

An error message has been added when trying to remove all channel and size combinations from a slot product with existing sales.

When editing an autopay ACH account on a master invoice, the underlying invoices that make up the master invoice are now properly being updated.

If deleting a subscription in Ad Orbit that is bundled in Omeda, users will now be prompted whether both subscriptions should be deleted, or only one. Depending on which the user chooses, the subscriptions will be re-exported and updated in Omeda correctly.

When entering multiple email addresses when sending an order PDF, any invalid values or email addresses will be removed to prevent data issues.

An update was made to the Ticket Assets API endpoint documentation.

An error preventing file attachments from being imported along with email activities has been resolved.

The net price is now rounding correctly for circulation based items when the system configuration Unit Basis for Territory/Zone Rate Cards is set to 1000.

A bug causing issues downloading assets from SendMyAd has been resolved.

An error when trying to disconnect an email connected on the My Preferences page has been fixed.

A 'Clear folder cache' action was added to the Connected Email Accounts page.

The Consolidated Snapshot report is now properly displaying externally invoiced installment numbers.

Some changes were made to the auto-detection of card funding sources to prevent issues for gateways where auto-detecting is not possible.

In GL exports, credit memos are now properly displaying their GL sequences.

The product filter on the Consolidated Sales Report is now loading properly for large data sets.

Direct email IMAP connections were marking emails as read, which has been resolved.

Errors caused by migrating to Nylas v3 have been fixed.

The email import limit has been increased to 2000.

The pagination on the Xero company matching tool has been fixed.

A timing issue when importing items from MapYourShow has been resolved.

Grouped artwork reminders are now showing the table format properly when viewed in Gmail accounts.

Fully deleted orders in MapYourShow are now properly updated or removed in Ad Orbit.

When mapping products to QBO, QBO categories and bundles will no longer be options to connect to Ad Orbit products. Services, Inventory and Non-Inventory products are all supported.

The 'Ticket Interaction' IMAP account process type is now working correctly.

Opt-outs are now processed properly when importing items from Omeda.

Omeda imports now use SFTP rather than FTP.

Lockbox payments are now being pulled in using SFTP rather than FTP.

An update was made to the Stripe payment gateway to prevent the creation of duplicate cards.

A performance update was made to Slot Inventory checks when approving orders.