Your quarterly round-up for all of Ui.Marketing’s internal releases and a sneak peek into what is coming next quarter!

Orders

Order Cloning

Users can now clone an existing order into a new proposal or a new order.

Open

Line Item History Log

Open

Users can now see the history of their line items and quickly access the Advertiser Summary report from within the line item. Learn More >

Line Item Ending Reasoning

For any complete or canceled line items, admin users must fill out a reason the line item is canceled or complete. We can then pull this data into Tableau to help us better understand why line items are canceled or completed. Some reasons are…

• Did not see value in this purchase

• Partnership canceled

• Moving to another vendor

• Wanted to try a different tactic

A few other things we released for Orders…

• Internal Only: When cloning orders, the assignee will no longer be cloned over from the original order.

Admin

Revenue Tracking in Tableau

For Admin users only, we can now track Partner Type, Partner Tier, and Advertiser Type. This is available in Tableau for business intelligence purposes specifically tied to revenue tracking.

A few other things we released for Admin…

• Internal Only: 15-second non-skippable YouTube advertising product has an updated goal type.

• Internal Only: When editing a user’s permissions, the orders access toggle will now remain undisturbed regardless of the setting of the proposal access toggle.

Advertising Products

Streaming Audio with Audience Targeting

Maximize your client's brand reach with streaming audio ads that target millions of music and podcast listeners on their interests and demographics. Learn More > 

Google Performance Max

Like native advertising, PMax can ensure advertisements appear in the respective format within each Google channel, maximizing conversions and engagement. The new PMax product complements and enhances search engine marketing (SEM) efforts. With Performance Max, partners can reach more customers across Google’s diverse channels. Learn More >

TikTok

TikTok is perfect for clients interested in video advertising but don’t want to spend money on a professionally made production. Dive into what TikTok can do for your clients. Learn More >

Proposals

Shutdown of Legacy Proposals

Legacy Proposals was shut down We now require all users to use our new proposal tool.

Copy Audience Targeting Between Line Items

Users can now copy audience targeting between line items that share the same platform.

A few other things we released for Proposals…

• Targeting for Orders and Proposals for TTD products was updated to reflect the most accurate segments available.

Reports

Email Reporting

Email reports are now fully integrated within Ui.Marketing and is no longer located under Additional Reports. Learn More >

A few other things we released for Reports…

• If a user sorts a table in a report, that same sorting will be saved and displayed on the downloaded PDF and the shared report.

What's Coming Next

Here is a sneak peek at what we have coming for you soon!

Saved Reports

Instagram Only

Reporting Performance Summaries

Notification Preferences

Proposal Recommendations