Proceeding with Optional IO - Direct, Search, and Social

After client approval, Proceed without IO is available to media plans with a vendor with optional IO configuration.

To proceed without an IO:

  1. Go to Main Menu > Campaigns.

  2. Select a campaign.

  3. Select a media plan.

  4. Select Actions > Approvals in the upper-right corner. The Approvals side panel opens.

  5. Click Proceed without IO to accept the media plan without sending it for vendor acceptance.

Approvals Side Panel - Proceed without an IO

Approvals panel with a vendor that has optional IO highlighted

Approvals Side Panel

Approvals panel with a vendor that has an approved IO highlighted

You are able to send an IO to a vendor with the Optional Payee configuration. The vendor accepts the IO. Click the Send vendor IOs link instead of the Proceed without IO button in the Approvals side panel.