Insertion Order (IO) Overview

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.

Note: 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Withdrawn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

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