Creating AG Orders
An AG Order is a collection of line items that is purchased collectively by a buyer. A line item represents specific inventory that is purchased for a specific date range, quantity and price.
- Select Transactions | AG Orders and click Create Order on the upper right.
- From the Offers page, select the arrow to the right of an Offer you want to add to an Order and select Create AG Order.
- Enter an Order Name and a Campaign Name.
- Select a Demand Partner, Buyer and Advertiser from their respective drop-down menus.
- Enter an email address for a Buyer Contact and Publisher Contact. (Each contact will be emailed at different stages of the order process.)
- Add Internal Notes, if desired.
- Click Save Proposal to save it as a draft, or click Create Line Item to add a line item for this Order.
Creating Line Items
Once your Order is saved, one or more Line Items must be added to be able to submit a proposal to your media buyer partners. Line Items are created from Offers. When you select Add Line Item (either while creating the initial Order or while viewing the draft Order), the Create A Line Item screen displays). The fields are initially incomplete.
You must first select an Offer from the drop down menu to auto-populate information. You will then be able to complete the remaining fields.
The General Information section includes the Order name and status (e.g., Publisher Draft) along with pricing, quantity and run dates.
- Select an Offer from the drop-down menu.
- Enter a Line Item Name.
- Enter the quantity of impressions (CPM), clicks (CPC), actions (CPA), or share of voice (CPD). (The options will depend on which Cost Type is selected.)
- Enter Start and End Dates.
The quantity entered will be validated against the offer terms specified; If the amount entered does not meet those terms, a warning appears. Increase the price or the quantity if needed to resolve the line item warning.
The information presented in these sections is entered based on the Offer selected. You can edit any of the Targeting information as needed.
Save the Line Item
Once you’ve entered the details of the Line Item, click Save Changes in the upper right to add it. After the Line Item is saved, you will have the opportunity to add Creatives.
Add and Manage Creatives
A Creative is the image, video, or other media assigned to a Line Item in an Order for display within the Ad Unit when the publisher's ad server delivers the impressions. Creatives may be assigned to multiple Line Items and Orders without limitation. A Line Item will not run if it does not contain a creative.
After adding a Line Item to an order, you will see the message “Needs Creative” in the Creative column of the Order. The Line Item doesn’t need a Creative until it is ready to be run.
Tip: Creatives can be reviewed in the Creative Library. To access the Creative Library, select Transactions | AG Creatives from the main navigation.
- Click the Line Item Name you want to add a Creative for in the Order to edit it.
- At the bottom of the Line Item page, click Manage Creatives in the Creative Tag Management section. This will lead to the “Add Creative” screen.
Click Add next to one or more Creatives.
The Creative must match the ad size that is part of the Product associated with the Offer.
- Click Send to submit the Order proposal.
The Order will change from Draft status to Publisher Proposed.
Changing or Canceling an Order
After an order is submitted and has either been Pushed or is Running (Active status), you may request a modification or cancellation.
- Only one change request can be in progress for an order at any given time. An Invalid Request message will appear if an attempt is made to request a change to an order that already has an in-progress change request.
- The publisher must approve a change or cancellation request for it to be finalized on the order.
Request Order Change
- Select Transactions | AG Orders from the main navigation.
- Click an order title to view its details.
- While viewing order details, click Request Order Change. A Change Request tab will open.
- Make the desired modifications to the order in the Change Request tab.
- Click Send.
- The status of the current order will not change; however, the request will create a Publisher Draft version, which is linked to the current order. The request can be viewed on the Orders page by clicking the arrow to the left of the current order to expand it.
- If the buyer approves the request, the changes will be accepted into the current order and will moved to Buyer Approved status. If the buyer rejects the request, it will receive a Buyer Rejected status and will move to the Inactive Orders tab.
Request Order Cancellation
- Select Transactions | AG Orders from the main navigation.
- While viewing order details, click Request Order Cancellation.
- When the Order Cancellation Request form appears, enter the reason for the request in the field provided (500 characters maximum).
- The status of the current order will not change; however, the request will create a Cancellation Request is appended. If the buyer approves the cancellation request, the status will change to Canceled and will be moved to the Inactive Orders tab.
AG Order Statuses
As an Order progresses through the process of negotiation to when/if it runs, the status will change. Both Active and Inactive Orders have a set of statuses that may or may not follow a linear path, as there are proposal, approval and rejection steps that can be invoked during negotiation.
While an Order is active, it can maintain the following statuses:
- Draft: When an Order is first created or while you edit negotiable fields, it has a Draft status. The buyer cannot view publisher’s drafts.
- Publisher Proposed: The first time the order is proposed to the buyer by the publisher, it must contain at least one line item. Subsequently, any changes made to
- the order by the publisher will also have a status of Publisher Proposed.
- Buyer Proposed: If a buyer initiates an Order or if a buyer sends back a counterproposal after reviewing the publisher proposal, it will have a status of Buyer
- Proposed: Orders with this status require publishers to approve, reject or modify the order to continue moving through the negotiation.
- Publisher Approved: If the publisher approves the proposal, it will have the status of Publisher Approved. This may happen before or after the Buyer Approval, but both approvals are required for the Order to be pushed to the ad server.
- Buyer Approved: If the buyer approves the proposal, it will have a status of Buyer Approved. This may happen before or after the Publisher Approval, but both approvals are required for the Order to be pushed to the ad server.
- Pushed: The position request for the ad has been sent to the Ad Server. It will not move forward to active status until the beginning of the line item start date the ad will run
- Active: The status reflects that the ad is running.
When an order is no longer active or failed to become active, it will be considered an “Inactive Order” with one of the following statuses:
- Completed: After the end date has passed for the ad’s run date, it will receive the status of “Complete.”
- Canceled: If a publisher or buyer submits a request to cancel an Order, it will first appear in the Active Orders tab with an expandable arrow to the left of it. Click the arrow to view the request. Once the party who receives the request approves it, it will move to the Inactive Orders tab with the “Canceled” status.
- Push Failed: If there was a technical issue that prevented the Order from being pushed, it will receive the status of “Push Failed.” The Order can be corrected and pushed again as long as both approvals from the publisher and buyer are present.
- Rejected: If either the publisher or buyer rejects a proposal during the negotiation process, it will receive a “Rejected” status.