Buyer: How do I create posting instructions (PI)?
Accessing the Trafficking Tools:
Trafficking-related menu options can be found under Traffic - This includes Campaigns, Posting Instructions with the ability to create directly from the menu, and the Campaign POP Export.
Creating Posting Instructions
Posting Instructions can be created on a contract or campaign-level basis.
Create a single posting instruction
In order to create a single posting instruction (PI), you must first access your Campaigns (Traffic > Campaigns). Find the desired campaign and click View.
While viewing the desired traffic campaign, select (by checking the boxes to the left) each unit/line item that you'd like to create a posting instruction for and click 'Create Posting Instructions'.
Once created all posting instructions can be found by clicking Post Instructions under the Traffic menu.
Create multiple posting instructions at once:
There are various places throughout the site to create multiple posting instructions at once.
- Click Create Posting Instructions under the Traffic menu
- Click Create Posting Instructions from your Traffic Campaigns Dashboard
- Click Create Posting Instructions from the View Traffic Campaign page
- Click Create Posting Instructions from the Traffic Post Instructions Dashboard
Once clicked, you will need to select the desired campaign if you haven't done so and then click Next.
From the following page, you are able to see the contracts associated with the selected campaign.
Select (using the checkboxes on the left) the contracts that you'd like to create posting instructions. Click Next to continue.
From the last step, you will first start by selecting your PI Contacts (users at your agency who will be handling the PI process and wish to receive email notifications related to this PI)
Standard Terms - In this section, you can select previously created terms to be included with the posting instructions, as well as list other necessary terms in the Additional Terms text box.
Attachments - Allows users to upload a single file or multiple files as attachment(s) to the posting instructions.
Once completed, click Create Posting Instructions.
Note: Selectable terms are created prior to creating posting instructions through PI Terms under the Settings menu for those with the necessary permissions.
Once created all posting instructions can be found in your Traffic Post Instructions Dashboard and will need to be edited and issued.
Editing and Issuing Posting Instructions:
From the Traffic Post Instructions Dashboard, you will need to come and click Edit for each of the newly created posting instructions in order to add your design images and issue them to the vendors to complete this process.
There are several important items to note when editing posting instructions, which are described in more detail below. PI Name - This is a required field. PI Recipients - Select vendor users who should receive the PI. Inventory - Enter the design name. Upload the Design Images by clicking Choose Files. Do this for each line item of the posting instructions. Note: You MIGHT (depending on permissions) also have the ability to duplicate each row and remove rows from the Inventory section using the icons shown below.
duplicate row (icon above) - this allows users to add multiple flight dates and creative executions to a single unit on the same posting instructions by duplicating that line item
remove row (icon below) - this allows users to remove individual units from the posting instructions
Save and Review / Save - Once you've completed the posting instructions, you can click 'Save and Review', which will allow you to review the posting instructions in a read-only interface. You can also click 'Save', which will allow you to save your work but continue editing the posting instructions.
The last step in the process is to Issue the posting instructions. While viewing the posting instruction click Issue Posting Instruction in the upper right corner. This will trigger an email notification to the seller prompting further action.
