Overview

An insertion order (IO) is a document that contains line items related to an advertising arrangement you intend to execute. It includes specifics of the ad serving parameters you intend to communicate and agree upon with your finance team. It is the final step in the ad proposal process.

This article explains how to create, preview, download, and archive insertion orders within your MNTN account.

View Insertion Orders

The Insertion Order management list will show you the vital information from all the insertion orders you have generated, including:

Status of your order (e.g. archived or active)
Start Date
End Date
Prospecting Budget
Retargeting Budget
Who created the insertion order

Generate an Insertion Order

You can generate insertion orders in My Account, using the Insertion Orders tab. Using the insertion orders option within My Account allows you to:

Create an insertion order
Preview current and past insertion orders
Download an insertion order
Archive an Insertion Order

Create an Insertion Order

To create a new insertion order:

Navigate to My Account > Insertion Orders.
Click Create New Insertion Order.
Fill out the form with your desired inputs to generate a PDF document to preview and download.

The PDF insertion order form allows you to specify:

Billing Contact	Only billing contacts specified in the General section of My Account are eligible. You can edit your billing contacts in the General section to make them available for insertion orders.
Start/End Date	Specify the start and end dates using the date picker.
Prospecting Budget	Enter the budget for your prospecting campaigns.
Retargeting Budget	Enter the budget for your retargeting campaigns. Upon selecting "Create New Insertion Order" from the list view (above), fill out the form with your desired inputs to generate a PDF document to preview and download.

Preview Current and Past Insertion Orders:

Leverage the options menu for any insertion order in the list to Preview your insertion order.

Download an Insertion Order

Select Download from the options menu to generate a PDF download of the insertion order directly into the browser on your computer.

Archive an Insertion Order

Select Archive to remove your insertion order from it's Active status, allowing you to track the relevant insertion orders you are attempting to fill.