Pipeline Overview

You can use pipelines and workflows to leverage your automations inside of MediaOS. The pipelines function lets you go in and lay out your process inside of MediaOS.

• Click Automations on the left hand menu.
• Click Pipelines in the top menu.
• Select the type of pipeline of your choice on the menu just below.

• Under Select Pipeline, you can filter between the pipelines you’ve set up. Ex. Current Accounts, Leads, Renewals.
• Click on the pipeline you want.

• Here you’ll find a list of all your pipeline statuses for that specific pipeline. You can use these to build out exactly how your sales process works. Below are some suggestions for common pipeline statuses:
  • Suggestions for Current Accounts pipeline statuses: Currently Advertising and Up for Renewal
  • Suggestions for Leads pipeline statuses: First Call, Warm, Qualified, Sold, Cold, Opportunity, Interested, Proposal.
  • Suggestions for Renewal pipeline statuses: Up for Renewal, Active Negotiation, Non Renewed, Renewed.
• At any point, you can assign an account to one of these statuses by going to Accounts and clicking on the pipeline status button next to an account..

Tying Automations/Workflows to Pipeline Statuses
You can tie automations and workflows to individual pipeline statuses.

1. Click Automations on the left hand menu.
2. Click Pipelines in the top menu.
3. Select Accounts on the menu just below.
4. In the drop down menu under Select Pipeline, choose the pipeline you want to set automations for.
5. Click Automation in the menu below the drop down. Below, you’ll see a grid with each of the statuses for that pipeline listed out.
6. Click Create Workflow under the status you want to edit to add an automation.

Other Recommendations for Using Pipelines
MediaOS suggests adding a pipeline for your ad collection process so you can know at any point the status of that ad. To do this, follow these steps:

Creating Your Ad Collection Pipeline.

• Click Automations on the left hand menu.
• Click Pipelines in the top menu.
• Select Line Item on the menu just below.
• Create your Ad Collection Pipeline by clicking + New Pipeline.
• Name your pipeline in the box that appears.
• Click Save.

Creating Statuses for Your Ad Collection Pipeline.

• Click + Add Pipeline Status.
• Name your status and choose a color for it.
• Click Save.
• Tip: Common Ad Collection Pipeline Statuses: Order Placed, Ad Materials Collected, Ad Materials Needed, Send for Internal Design, Client Approval Pending, and Approved.