Overview
We are excited to announce several upgrades to the Flytedesk platform that will improve the performance & user experience of managing ads & insertion orders. This article is dedicated to showcasing all of the newest updates to your Orders page.
Here is a summary of the recent changes & new features detailed in this article:
New ad approvals workflow
Enhanced data table for ads & insertion orders
Consolidation of ads management & verification
Essentially, you will see huge improvement to the three tabs you see within Orders: Approvals, Ads and Insertion Orders.
Let's start with the first tab that you see, the Approvals tab.
Orders > Approvals
We introduced the ad approvals workflow to expedite the confirmation of inventory availability for Flytedesk "National" ads.
In the Approvals tab, you have the ability to review the requested media, run dates, pricing, advertiser, & creative (if available) for all of your ads & approve those you intend to fulfill on a product-by-product basis.
You may also reject any ad, or request changes prior to approval. Both of these actions require that you provide a comment to facilitate next steps.
Update Ad Approval Status
To update the approval status of any ad, click the action menu to the right of the Ad Ref ID in the data table & select "Update Approval Status" from the menu (see below). You may also update the approval status of ads in bulk by selecting one or more ads in the table & clicking on the bulk action menu in the upper right (above the table).
In the "Update Approval Status" modal, select the Approval Status for the selected ad(s) & click the "Update..." button to save your changes. If you are rejecting an ad or requesting changes, you must provide a comment in order to save your changes.
Only ads that have been approved in the Approvals tab will display in the Ads tab and on the Insertion Order.
Next, we made some updates to the second tab, Ads.
Orders > Ads
We've upgraded the Ads tab with the following features & enhancements:
Simplified data table
Sortable columns
Additional filters
Ad details "drawer"
Table Columns
The previous version of the Ads data table consolidated information into a few columns, which made sorting difficult, as well as displaying multiple ads in the view panel. The new data table displays all ad attributes in their own column to improve sorting & visibility.
Here is a list of all of the attributes (columns) in the new data table, which includes all of the information present in the previous version:
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You also have the ability to export all of the above information in the data table by clicking on the download button in the upper right (above the table, to the left of the bulk action menu).
Creative & Verification Previews
To view any of the creative & verification images, click on the image thumbnails in the Ads data table.
Images are displayed to fit your screen. If there are multiple creative or verification images associated with an ad, a carousel panel will appear at the bottom of the viewer; click on the individual thumbnails in the carousel panel to load the image.
Filters
We've upgraded the filter panel in the Ads tab to load results faster & enable more precise filtering.
You can search for specific ads based on Ref IDs. The "Advanced" filter section allows you to load ads based on a start date OR end date (rather than requiring a range).
When exporting ads in the data table, all of your filters will be applied (i.e. only ads currently displayed in the table will be included in the export).
Ad Details Drawer
The new Ad Details "Drawer" is an expandable panel that allows you to review all of the details associated with each ad. Within the panel, you are also able to perform the following actions:
Toggle between ads in the order they are displayed in the data table
View, approve or reject, & download creative
View & upload verifications
View & add comments
View ad history (change log)
View & download insertion order
Click on the Ad Ref ID for any ad in the data table to open the details drawer.
Approve & Download Ad Creatives
Click on the "Creative" tab in the navigation menu to load the creative form. Here you can view, approve or reject, & download any creative associated with the ad.
Upload Verifications
The Ads tab is where you review & upload verifications. The "Verifications" button in the main navigation menu now links to the upgraded Ads tab.
Click on the "Verification" tab in the navigation menu to load the verification form. Here you can view & upload any verification images associated with the ad.
We also added creative thumbnails at the bottom of the form for improved context.
Lastly, we made some changes to your Insertion Orders tab.
Orders > Insertion Orders
The upgraded Insertion Orders tab also features the same filter & data table enhancements detailed above.
Click on the Order Ref ID for any insertion order in the data table to open the details drawer.
View & Download Insertions Orders
Click on the "Insertion Order" tab in the navigation menu to view the insertion order, with the options to download (PDF) or print.