Intro
This document outlines the workflow and functionalities of the Setup tab in ML Platform.
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Access and keep track all of your active Insertion Orders
View how the IO’s budget is being spent across Line Items
Review and approve Line Items' criteria before they go Live
Manage Insertion Orders
Upon navigating to the Setup tab, you will be directed to the Insertion Orders page. Here you will be able to keep track of all of your Signed IOs.
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To track the progress and approve Line Items within an IO, click on the IO Name and you will be redirected to the IO Details Page
Track Line Item Progress
On this page you will be able to track the progress and status of all of the Line Item within the IO.
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To view the information uploaded for each line item, click on the Line Item Name to access the Line Item Details Page
Approve Line Items
Once on the Line Item details page, you will be able to review the information and material associated to the selected Line Items. If all of the info are correct, it will be time to Approve the line item.
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If for some reason some of the Line Item’s info are incorrect, make sure to contact your the Madison Logic Team ASAP so we can promptly fix the mistake.
Once a line item is approved , the status will not be able to be reverted. This means that if you require us to make any changes to the Line Item after it was approved, you won’t be able to approve these changes within the platform anymore. Therefore, please pay double check all of the info before Approving a Line Item
Once a Line Item is approved, it will take us up to 6 days to set the Line item live. This is because the Operation team will need to review all of the information, setup Lead Delivery templates, and wait for a Partner to pick up the allocated leads
Email Notifications
In order to stay up to date on when Line Items require approval, you may turn on email notifications directly in MLPlatform
Click on you User Name> Preferences
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Under subscription settings, turn on “Notify for approval”
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Now everyone is your team will receive a daily email from noreply@madisonlogic.com listing all of the Line Items pending approval across all of your IOs.
Note: You will only receive the email if for any given day there is at least one line item pending approval. If not action is required from your team, you will not receive the notification
Live Line Items
Once line items are live, you will be able to track their pacing progress of the associated program under the Measure > Performance tab
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