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 Direct, Search, or Social buyer and the vendor. The IO also includes the attached client contract file. The vendor IO acceptance authorizes for the scheduled start of the delivered units of the campaign. A buyer runs the campaign on the vendor site based on the IO.

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
Name	Description/Sub-topics
Insertion Order ID	Assigned number by Basis
Status label	Accepted Pending Optional Required Withdrawn Rejected
Title	Property/Buyer organization - Campaign ID
Instructions	Summary of information to the user
Campaign Details	brand campaign ID flight dates
Billing Information	name company address email flight dates phone
Payment Information	name address email phone
Line Items	property description flights format platform starts ends rate type units rate cost totals (units and cost)
Terms & Conditions	summary/description file name link (Click the link to open or save.) payment terms out clause special terms (available for specified vendors)
Contract file	Attached buyer or client agreement
Buyer Name	signature (accept) time and date
Vendor Name	signature (accept) time and date
Print button	Launches the browser page print options