Adding Digital Ad Line Items to Orders
Now that you have your system set up and have reviewed the configuration. We will go through the process of adding a digital line item. A digital line item can be added to any order or proposal.
Add a digital line item to any proposal or order screen by going to the Product step and click Add Digital Ad.
You will get a pop-up for the digital line item. Select a publication. After your publication is selected, the rate card field will populate with all active rate cards associated with your publication.
Now you need to add the details for your digital ad sale item
Ad Size: Pulls from the rate card options
Inventory: This will be either CPM, CPC, CPD, CPA, or CPF. CPM, price per mile, and CPF, flat price are the two most common ways to see.
Units: The number of units you plan to deliver to the customer. CPF items will always have a unit of 1.
Optional fields
Channel: Can be used for additional details and targeting and can affect the price.
Placement: Can be used for additional details and targeting and can affect the price.
Grouping: Allows you to group items together on the order to show things with a single price. Can also help with invoicing.
Placement Notes: Internal Notes only the production team will see regarding the ad.
Ad Notes: Notes you can display to the customer on the template or just in reporting.
Associate with Event: Only relevant if you use events. When selected, the item will show up in the Event as a sponsorship sale.
Tip
You can make Channel and Placement notes required.
After your order details are in place, you can move on to scheduling.
Enter the run date of the item. A run date field is an option for most frequencies, but you can choose to make the field required. You always have to use the Run Date for CPD ads. The run date will flow down to the production team to tell them when the ad starts and stops.
Tip
If you want to use the digital ad calendar, you have to enter a run date. Only digital ads with a run date display.
The Run Date can automatically select issues depending on your configuration. You can also manually select your issues. You will be required to select at least one issue for the digital ad item.
A recurring field is an option if you want the system to keep adding the same line item to the order once it is about to expire. For example, if your customer wants to run the same ad every month for a period of time or indefinitely, you can set the item to recur.
How much you can discount and what discount you can add all depend on your system configurations and your permissions.
All pricing fields do work together. For example, if you enter a percentage discount, it will change the discount amount and net price. Pick your preferred discounting method and enjoy!”
Updated 10/18/2022