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  Integrations
  
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  Overview
  
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Digital
- Ad Sales
  
  CRM+
  
  Sales Management
  
  Invoicing
  
  Reporting
  
  Omni-Channel
  
  Inventory Tracking
  
  Platform
  
  Automation
  
  Advertiser Portal
  
  Task Management
  
  Customization
  
  Integrations
  
  Data Security
  
  Mobile App
  
  Websites
  
  Ad Server
  
  Community Forum
  
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  Paywall
  
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  Production
  
  Overview
Membership
- Subscriptions
  
  CRM+
  
  Member Directory
  
  Email Newsletters
  
  Website Tools
  
  Paywall
  
  Community Forum
  
  Event Calendar
  
  WordPress Integration
  
  Automation
  
  Workflows
Events
- Event Sales
  
  CRM+
  
  Accounting
  
  Production
  
  Sales Management
  
  Reporting
  
  Inventory Tracking
  
  Website Tools
  
  Paywall
  
  Pop-ups
  
  Ticket Sales
  
  Expo Floorplan
  
  Engage
  
  Email Newsletters
  
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Resources
- Company
  
  About Us
  
  Support
  
  Roundtables
  
  Training Events
  
  MediaOS Connect
  
  Knowledge base
  
  Accounting
  
  Accounts / CRM
  
  Administrator
  
  Automation
  
  Delivery
  
  Getting Started
  
  Integrations
  
  Marketing
  
  Reporting
  
  Sales
  
  Sales Management
  
  User Functions
Get a Demo

Publishing
- Ad Sales
  
  CRM+
  
  Sales Management
  
  Invoicing
  
  Reporting
  
  Omni-Channel
  
  Inventory Tracking
  
  Production
  
  Overview
  
  Flatplan
  
  Ad Proofs
  
  Editorial
  
  Platform
  
  Automation
  
  Advertiser Portal
  
  Task Management
  
  Customization
  
  Integrations
  
  Data Security
  
  Mobile App
  
  Subscriptions
  
  Overview
  
  Email Newsletters
Digital
- Ad Sales
  
  CRM+
  
  Sales Management
  
  Invoicing
  
  Reporting
  
  Omni-Channel
  
  Inventory Tracking
  
  Platform
  
  Automation
  
  Advertiser Portal
  
  Task Management
  
  Customization
  
  Integrations
  
  Data Security
  
  Mobile App
  
  Websites
  
  Ad Server
  
  Community Forum
  
  Best of Voting
  
  Event Calendar
  
  Business Directory
  
  Paywall
  
  Email Newsletters
  
  Production
  
  Overview
Membership
- Subscriptions
  
  CRM+
  
  Member Directory
  
  Email Newsletters
  
  Website Tools
  
  Paywall
  
  Community Forum
  
  Event Calendar
  
  WordPress Integration
  
  Automation
  
  Workflows
Events
- Event Sales
  
  CRM+
  
  Accounting
  
  Production
  
  Sales Management
  
  Reporting
  
  Inventory Tracking
  
  Website Tools
  
  Paywall
  
  Pop-ups
  
  Ticket Sales
  
  Expo Floorplan
  
  Engage
  
  Email Newsletters
  
  Event Calendar
  
  Business Directory
  
  Community Forum
  
  Automation
  
  Workflows
Resources
- Company
  
  About Us
  
  Support
  
  Roundtables
  
  Training Events
  
  MediaOS Connect
  
  Knowledge base
  
  Accounting
  
  Accounts / CRM
  
  Administrator
  
  Automation
  
  Delivery
  
  Getting Started
  
  Integrations
  
  Marketing
  
  Reporting
  
  Sales
  
  Sales Management
  
  User Functions
Get a Demo

Popular Search testemailuserpipelineadd

Getting Started

13

Updating Your User Profile
Configuring Checkout
Creating and Emailing Invoices
Account Activity Feed
General Settings
Frequently Asked Questions
MediaOS New Account Onboarding
Campaign Email Templates
Adding Sections
The Dashboard
The Line Items Page
The Ad Library
Uploading Proofs to an Ad Request

Administrator

14

Support
Accessing Your Personal Settings
Adding New Products
Product Health Check
Creating New Product Types
Ad Units and Rates
Editing Templates
Creating Goals
Connecting QuickBooks Online
Pipeline Overview
Creating and Editing Contract & Invoice Templates
An Introduction to Workflows
Managing Users in MediaOS
MediaOS New Account Onboarding

Administrator

29

Proposal Custom Line Item Descriptions
Adding a Credit Card Payment Convenience Fee
ACH Incentives
Adding, Editing and Copying Issues for Issue-based Products
Time Based Product Types
Configuring Checkout
Exhibition Space Manager
Google Ad Manager
Contract Line Items Types
Product Types
How to Manage Invoicing Rules
Editing Templates
Applying Contract Line Items
Individual/Custom Contract Line Items
Adding Sections
General Settings
Support
Using Multiple Currencies
Landing Pages and Forms
Contract Terms & Conditions
Creating and Editing Contract & Invoice Templates
Using Custom Fields
Improve Email Deliverability
Import Information into MediaOS
User Role Reference
Managing Users in MediaOS
How to Change Your MediaOS Payment Method
Finding Your MediaOS Invoice
An Introduction to Workflows

Sales

7

Accessing Your Personal Settings
Adding a New Account
Filtering the Accounts Table
Account Details
Creating a Deal/Opportunity
Creating and Sending a Proposal
Customizing Package Information on Contracts

Integrations

9

Google Ad Manager
Sync Invoices to QuickBooks via a One-Way Push
Verifying a New Credit Card Via the Portal – Authorize.Net
Utilizing MediaOS with QuickBooks Desktop
Connecting QuickBooks Online
Payment Processor: Integrating with Authorize.net or Stripe to mediaOS
Integrate QuickBooks Online with MediaOS
Sending a Meeting Link in an Email
Improve Email Deliverability

User Functions

7

Accessing Your Personal Settings
Sharing Dashboards
Dropdown Quick Adds
Finding Notifications
Connect Your Calendar to MediaOS
Frequently Asked Questions
Functions of Left-Hand Menu

Accounts / CRM

22

Adding a New Account
Filtering the Accounts Table
Account Details
Sending a Meeting Link in an Email
Building Lists (Segmenting Accounts and Contacts for Email Marketing, Meetings, etc.)
Sending an Email Blast to a List
Creating Franchise Accounts with Multiple Clients Underneath
Sales Lock
How to Tag an Account
List Management
Agency Details Page
Adding a Contact
Transferring Account Ownership
View The Branding Guide Portal
Spend Account Tool
What is the difference between a Lead and an Account?
Clone an Email Campaign
Preview a Campaign
Creating an Email Campaign
Searching And Filtering Contacts
Fair Game
Account Activity Feed

Sales

10

Building Lists (Segmenting Accounts and Contacts for Email Marketing, Meetings, etc.)
Discounts Require Approval
Sales Lock
Target Accounts
Proposal Custom Line Item Descriptions
Adding Agencies to Contracts
Creating Auto Payments
Creating & Editing a Media Kit
Booking Delivery Products
Add Auto-Renewal Line Items to Your Contract or Proposal

Sales Management

8

Common Accounting Reports
Target Accounts
Discounts Require Approval
Sales Forecast Tool
Tracking Activity
Creating Activity Goals
Key Reports for Sales Management
Product Sales Summary & Analysis Report

Personal Settings

1

Updating Your User Profile

Accounting

25

Using Multiple Currencies
Scheduled Auto-Payments Report
Utilizing MediaOS with QuickBooks Desktop
Adding a Discount Line Item to an Invoice
Applying Discounts to an Invoice
Tax Rates
Creating Auto Payments
Using MediaOS’ Invoice Printing Service
Viewing & Editing Invoices
Searching and Filtering Invoices
Payment Plan Invoices
Alternative Payment Tracking
Un-applied Payments
Sending Statements
Verifying a New Credit Card Via the Portal – Authorize.Net
Common Accounting Reports
Finance Charges
Adding a Credit Card Payment Convenience Fee
ACH Incentives
How To Create Past Due Reminders
Auto-Invoicing
Creating and Emailing Invoices
Changing the Recipient Email on Statements
Commission Bonuses
Viewing an Account Balance

Dashboards

5

Favorite Reports Dashboard Widget
Add a Report to the Dashboard
Sharing Dashboards
Recommended Widgets for Sales Management Dashboard:
The Dashboard

Delivery

13

The Ad Library
Assigning Ads to Line Items
The Line Items Page
Delivery Automation
Uploading Proofs to an Ad Request
Call Tracking
View The Branding Guide Portal
Buying Studio Credits
Using Studio Services
Automatic Artwork Collection
Developing Pipelines for Your Delivery Team
Managing All Your Ad Requests and Ad Proofs
Creating Tracking Links, QR Codes, and Call Tracking for Ads in MediaOS

Automation

6

Delivery Automation
How to Create a Workflow
How To Create Past Due Reminders
Auto-Invoicing
Available Workflow Steps Reference
Automatic Artwork Collection

Today

3

Finding Notifications
Connect Your Calendar to MediaOS
Adding Multiple Accounting and Delivery Contacts to an Account

Reporting

6

Common Accounting Reports
Spend Account Tool
Scheduled Auto-Payments Report
Key Reports for Sales Management
The Dashboard
Product Sales Summary & Analysis Report

Marketing

4

Creating an Email Campaign
Preview a Campaign
Clone an Email Campaign
Sending an Email Blast to a List

Workflows

3

How to Create a Workflow
Available Workflow Steps Reference
An Introduction to Workflows

Pipelines

3

Pipeline Overview
Automatically Creating Deals
Developing Pipelines for Your Delivery Team

Products

11

Adding New Products
Product Health Check
Creating New Product Types
Adding Issues
Ad Units and Rates
Adding Sections
Adding, Editing and Copying Issues for Issue-based Products
Time Based Product Types
Exhibition Space Manager
Google Ad Manager
Product Types

Content

2