Client Approval to IO Workflow

For vendors with required IO, the agency contact generates an insertion order contract for acceptance. A vendor with optional IO configuration receives the agency confirmed the campaign under the Activity feed. The campaign status is Approved on the Dashboard and Accepted on the media plan page.

Note: You can change the required or optional IO of a vendor prior to client approval. Click the vendor name above the line item of the media plan page. The Vendor page appears. Select the IO configuration (Required or Optional) under the Payee tab and Close the page. The change is immediately effective for the existing media plans.

Note: The optional IO configuration allows the agency user to select the requirement. The agency user proceeds without an IO or requires the vendor's IO acceptance.)

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