Answers & Best Practices

Getting Started

Sales Management

Getting Started

Account Activity Feed
Adding Sections
Campaign Email Templates
Creating and Emailing Invoices
Customizing Your General Settings
Downloading the MediaOS App
Exporting Contacts in MediaOS
Frequently Asked Questions
New Account Onboarding in MediaOS
Setting Up the Checkout in MediaOS
Setting Up Your MediaOS Business Directory
The Ad Library
The Dashboard
The Line Items Page
Updating Your User Profile
Uploading Proofs to an Ad Request
Websites Tab – NEW FEATURE
Whitelist Email Addresses with Google G Suite
Accounting 101
- Accessing Your Personal Settings
- Connecting QuickBooks Online
- Creating and Emailing Invoices
- Creating Email Campaigns to Send out Invoices
- Filtering on the Billable Line Items Page
- How Accounting & Admins Users can Approve Sales Rep Bonuses
- How to Email an Invoice with a Payment Link
- How to Manage Invoicing Rules
- How to Pay Out Commissions
- How to Prepare an Invoice from the Billable Line Items Page
- Payment Processor: Integrating with Authorize.net or Stripe to mediaOS
- Setting up Commissions
Administrator 101
- Adding New Products
- Accessing Your Personal Settings
- Ad Units and Rates
- An Introduction to Workflows
- Connecting QuickBooks Online
- Creating and Editing Contract & Invoice Templates
- Creating Goals
- Creating New Product Types
- Editing Templates
- How to Deactivate a User But Still Access Their Data for Reporting
- Managing Users in MediaOS
- New Account Onboarding in MediaOS
- Pipeline Overview
- Product Health Check
- Support
Delivery 101
- Accessing Your Personal Settings
- Assigning Ads to Line Items
- Content
- Creating a Flat Plan
- Creating A New Ad Request from a Line Item
- Delivery Overview Inside MediaOS
- Navigating the Flat Plan
- Placing Ads and Content Using the Flat Plan
Sales 101
- Accessing Your Personal Settings
- Account Details
- Adding a New Account
- Creating a Deal/Opportunity
- Creating and Sending a Proposal
- Customizing Package Information on Contracts
- Filtering the Accounts Table
- Recommended Sales Automations in MediaOS