Do you have multiple billing contacts that need to receive invoices? Does your client require multiple decision makers to approve of ad designs? MediaOS allows you to add multiple accounting and delivery contacts to an account.

Setting Up Automated CC Contacts #

1. From the main, left-hand dashboard click Accounts.
2. View the account you wish to add an email contact to.
3. In the top, right-hand corner of the account information box click Edit.
4. There will be three tabs at the top, General, Accounting, and Delivery.
5. From the General tab, click + Add New Email Address.
   • Emails added to this section are primary contacts for this account. After entering click Save.
6. From the Accounting tab, type in an additional email in the white section that says Add Emails.
   • Emails added to this section will cc’d on emails related to financial matters, such as invoices, billing inquiries, or payment notifications. After entering click Save.
7. From the Delivery tab, click type in an additional email in the white section that says Add Emails.
   • Emails added to this section will be cc’d on emails related to delivery or logistics. After entering click Save.

Advantages of Adding Multiple Accounting and Delivery Contacts #

Adding multiple accounting and delivery contacts to an account record can be crucial for several reasons. First, it ensures transparency and keeps all relevant parties in the loop regarding communications. By automatically CC’ing specific emails related to an account, stakeholders or team members can stay updated on important discussions or correspondence without manual intervention. This practice enhances collaboration and ensures that everyone involved has visibility into ongoing conversations or developments.

Also, having automated CC contacts helps maintain a documented trail of communication. It assists in record-keeping, which can be invaluable for reference, dispute resolution, or auditing purposes. Having a comprehensive history of emails and communications tied to an account aids in maintaining clarity, accountability, and a complete overview of interactions related to that account.