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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
  
  Ad Operations Management
  
  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
  
  Playbook Articles
  
  Training Events
  
  MediaOS Connect
  
  Knowledge base
  
  Accounting
  
  Accounts / CRM
  
  Administrator
  
  Administrator 101
  
  Automation
  
  Business Directory
  
  Delivery
  
  Getting Started
  
  Integrations
  
  Marketing
  
  Reporting
  
  Sales
  
  Sales Management
  
  Support
  
  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
  
  Ad Operations Management
  
  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
  
  Playbook Articles
  
  Training Events
  
  MediaOS Connect
  
  Knowledge base
  
  Accounting
  
  Accounts / CRM
  
  Administrator
  
  Administrator 101
  
  Automation
  
  Business Directory
  
  Delivery
  
  Getting Started
  
  Integrations
  
  Marketing
  
  Reporting
  
  Sales
  
  Sales Management
  
  Support
  
  User Functions
Get a Demo

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Administrator 101

15

Managing Users in MediaOS
Creating and Editing Contract & Invoice Templates
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
An Introduction to Workflows
Pipeline Overview
New Account Onboarding in MediaOS
How to Deactivate a User But Still Access Their Data for Reporting

Getting Started

19

Adding Sections
The Ad Library
The Line Items Page
Uploading Proofs to an Ad Request
The Dashboard
Frequently Asked Questions
Account Activity Feed
Updating Your User Profile
New Account Onboarding in MediaOS
Setting Up the Checkout in MediaOS
Customizing Your General Settings
Creating and Emailing Invoices
Downloading the MediaOS App
Setting Up Your MediaOS Business Directory
Whitelist Email Addresses with Google G Suite
Websites Tab – NEW FEATURE
Exporting Contacts in MediaOS
Setting Up Your Subscriptions in MediaOS
Campaign Email Templates

Administrator

31

Finding Your MediaOS Invoice
How to Change Your MediaOS Payment Method
Managing Users in MediaOS
User Role Reference
Import Information into MediaOS
Using Custom Fields
Creating and Editing Contract & Invoice Templates
Contract Terms & Conditions
Using Multiple Currencies
Support
Adding Sections
Individual/Custom Contract Line Items
Applying Contract Line Items
Editing Templates
How to Manage Invoicing Rules
An Introduction to Workflows
Proposal Custom Line Item Descriptions
Adding a Credit Card Payment Convenience Fee
Setting Up ACH Incentives
Understanding Product Types in MediaOS
Using Issue-Based Products: Adding, Editing and Copying Issues
Creating and Configuring Ad Sizes for Time-Based Product Types
Setting Up the Checkout in MediaOS
Using the Exhibition Space Manager
Customizing Your General Settings
Contract Line Items Types
The Google Ad Manager Integration in MediaOS
Tear Sheets
How to Deactivate a User But Still Access Their Data for Reporting
Adding a Number Prefix to External Invoice Numbers
Improve Email Deliverability

Sales 101

8

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
Recommended Sales Automations in MediaOS

Integrations

19

Sending a Meeting Link in an Email
Integrate QuickBooks Online with MediaOS
Payment Processor: Integrating with Authorize.net or Stripe to mediaOS
Connecting QuickBooks Online
Utilizing MediaOS with QuickBooks Desktop
Verifying a New Credit Card Via the Portal – Authorize.Net
Syncing Invoices to QuickBooks via a One-Way Push
Digital Ad Management: BroadStreet Integration
The Google Ad Manager Integration in MediaOS
Setting Up the Monday.com Integration
How is Email Processed with MediaOS
Adding a Number Prefix to External Invoice Numbers
Utilizing Different Payment Processors for Memberships and CRM+
Email Blocker Check Tool
Troubleshooting Your Email
Switching Quickbooks Accounts
SendGrid New Client Steps
Improve Email Deliverability
Using SendGrid with MediaOS

User Functions

8

Accessing Your Personal Settings
Functions of Left-Hand Menu
Frequently Asked Questions
Sharing Dashboards
Dropdown Quick Adds
Using Your Notifications
Connecting Your Calendar to MediaOS
Time-based One Time Password (TOTP)

Accounts / CRM

26

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
Fair Game
Sales Lock
How to Tag an Account
List Management
Agency Details Page
Adding a Contact
Account Activity Feed
View The Branding Guide Portal
Spend Account Tool
Learning the Difference Between a Lead and an Account
Clone an Email Campaign
Preview an Email Campaign
Creating an Email Campaign
Searching and Filtering Contacts
Sending Clients Custom Portal Links
Adding Multiple Accounting and Delivery Contacts to An Account
Sending Newsletters to Contacts
Transferring Account Ownership
Tasks

Sales

10

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

Sales Management

9

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

Personal Settings

3

Updating Your User Profile
Viewing Emails in MediaOS
How to Set Up Your Email Signature in MediaOS

Dashboards

6

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

Accounting

28

Using Multiple Currencies
Scheduled Auto-Payments Report
Commission Bonuses
Utilizing MediaOS with QuickBooks Desktop
Adding a Discount Line Item to an Invoice
Applying Discounts to An Invoice
Configuring Tax Rates
Creating Auto Payments
Using MediaOS’ Invoice Printing Service
How to View and Edit Invoices
Searching and Filtering Invoices
Working with Payment Plan Invoices
Alternative Payment Tracking
How to Apply Un-Applied Payments
Sending Statements for Past Due Accounts
Verifying a New Credit Card Via the Portal – Authorize.Net
Common Accounting Reports
Finance Charges
Adding a Credit Card Payment Convenience Fee
Setting Up ACH Incentives
How To Create Past Due Reminders
Setting Up Auto-Invoicing
Creating and Emailing Invoices
Viewing an Account Balance
Changing the Recipient Email on Statements
Using Credit Memos in MediaOS
Adding a Number Prefix to External Invoice Numbers
Switching Quickbooks Accounts

Delivery

18

The Ad Library
Assigning Ads to Line Items
The Line Items Page
Delivery Automation
Uploading Proofs to an Ad Request
Call Tracking
Automatic Artwork Collection
View The Branding Guide Portal
Buying Studio Credits
Using Studio Services
Creating Tracking Links, QR Codes, and Call Tracking for Ads in MediaOS
Managing Ad Requests and Proofs
Developing Pipelines for Your Delivery Team
Frequently Asked Flat Plan Questions
Delivery Overview Inside MediaOS
Creative and Asset Export
Making and Saving Comments on an Ad Proof
Uploading an HTML Ad to MediaOS

Today

3

Using Your Notifications
Connecting Your Calendar to MediaOS
Tasks

Automation

8

Delivery Automation
Automatic Artwork Collection
How to Create a Workflow
How To Create Past Due Reminders
Setting Up Auto-Invoicing
Available Workflow Steps Reference Guide
Recommended Sales Automations in MediaOS
Email Newsletter Workflow Automation

Reporting

8

Product Sales Summary & Analysis Report
The Dashboard
Key Reports for Sales Management
Scheduled Auto-Payments Report
Spend Account Tool
Common Accounting Reports
Invoice Aging Report: How to Generate, Save, and Add to Dashboard
MediaOS Reporting+ & Pivot Tables

Marketing

7

Sending an Email Blast to a List
Clone an Email Campaign
Preview an Email Campaign
Creating an Email Campaign
Creating Tracking Links, QR Codes, and Call Tracking for Ads in MediaOS
Managing Your Email Campaigns in MediaOS
Sending Newsletters to Contacts

Support

1

Live Training Sessions

Workflows

4

How to Create a Workflow
An Introduction to Workflows
Available Workflow Steps Reference Guide
Editing Your Workflow Settings

Pipelines

3

Pipeline Overview
Developing Pipelines for Your Delivery Team
Automatically Creating Deals

Products

11

Adding New Products
Product Health Check
Creating New Product Types
Adding Issues
Ad Units and Rates
Adding Sections
Understanding Product Types in MediaOS
Using Issue-Based Products: Adding, Editing and Copying Issues
Creating and Configuring Ad Sizes for Time-Based Product Types
Using the Exhibition Space Manager
The Google Ad Manager Integration in MediaOS

Content

2

Content
Managing Freelancers

Flat Plan

4

Creating a Flat Plan
Navigating the Flat Plan
Placing Ads and Content Using the Flat Plan
Frequently Asked Flat Plan Questions

Ad Requests

5

Creating an Ad Request from a Contract
Uploading Proofs to an Ad Request
Creating A New Ad Request from a Line Item
Managing Ad Requests and Proofs
Making and Saving Comments on an Ad Proof

Ad Server

7

How to Configure Your Website for Ad Server Service
Setting up the MediaOS Ad Server
Ad Server Settings
Selling Targeted Ads
Assigning Ads
Including Ad Stats On Invoices
Assigning Creative to the MediaOS Ad Server

Studio

2

Buying Studio Credits
Using Studio Services

Deals

2

Creating a Deal/Opportunity
Automatically Creating Deals

Goals

2

Creating Goals
Creating Activity Goals

Forecasting

1

Sales Forecast Tool

Contracts

14

Creating and Sending a Proposal
Applying Contract Line Items
How a Sales Reps can Apply for Bonuses
Creating an Ad Request from a Contract
Removing a Line Item That Has Already Been Invoiced
Creating Down Payments for a Payment Plan
Attach a Media Kit to a Contract
Discounts Require Approval
Proposal Custom Line Item Descriptions
Adding Agencies to Contracts
Creating Auto Payments
Creating and Editing a Media Kit
Booking Delivery Products
Customizing Package Information on Contracts

Invoices

20

How to Manage Invoicing Rules
How to Prepare an Invoice from the Billable Line Items Page
Creating Email Campaigns to Send out Invoices
Filtering on the Billable Line Items Page
How to Edit an Unpaid Invoice
How to Email an Invoice with a Payment Link
How to Ensure Your Invoices Are Paid on Time
Adding a Discount Line Item to an Invoice
Applying Discounts to An Invoice
Using MediaOS’ Invoice Printing Service
How to View and Edit Invoices
Searching and Filtering Invoices
Sending Statements for Past Due Accounts