Insertion Order (IO) Overview
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An insertion order (IO) occurs after campaign planning, negotiations, and client approval. The IO is a custom, formal contract with the campaign details between the
The buyer sends the IO to the vendor for acceptance. The vendor's accepted IO is the final contract. This agreement includes accepting the line item details including ad serving, creatives, and payee information along with the attached client contract file. During the live campaign, you monitor and track the performance.
To optimize a campaign, you revise the existing IO. The IO follows the same proposal negotiation process using revised media plans. The existing IO version continues until the revision is accepted. After acceptance, Basis automatically withdraws the original IO and replaces it with the accepted revised IO.
Basis allows the storage and version control of the IOs along with the proposals and media plans between the buyer and vendor. A summary of the instructions, campaign details, billing and payment information, line items, and terms and conditions are available in the insertion order page. The IO also includes the terms and conditions between all parties along with the billing information. The approved media plan and accepted IO are available for viewing and printing.
Insertion Orders (configured under the Vendor - Payee tab) apply to Direct, Search, and Social line items only.
A typical IO includes the following information:
|Insertion Order (IO) Contract Components
|Insertion Order ID
|Assigned number by Basis
Property/Buyer organization - Campaign ID
Summary of information to the user
totals (units and cost)
|Terms & Conditions
file name link (Click the link to open or save.)
special terms (available for specified vendors)
time and date
time and date
|Launches the browser page print options