Release Date Jul 15, 2025

Table of Contents

Overview

What

Allowing our partners to view and add their own products to a Proposal.

This does not allow partners to create their own products in Ui.Marketing.

Who

Partners looking to see their “owned and operated” products within Ui.Marketing including Proposals and eventually Orders.

Why

Many partners are hesitant to use our proposal tool because it doesn't support selling both their products and ours. By adding this feature, we can provide them with a single tool for all the products they offer advertisers.

Example

A partner who is a newspaper company wants to use our proposal tool to sell to advertisers that includes both digital (our products) and newspaper print products (their owned and operated).

Walkthrough

Creating External Products

Managed By vs Owned By

When creating and viewing these new products, you will see two new fields: Owned By and Managed By.

Owned By

This is indicative of who “owns” the product. This could be a specific hierarchy or AdCellerant. Ask yourself, who should this product show for? If it is specific to one hierarchy, then typically that hierarchy will own it. If it is an AdCellerant product that all partners receive, it is AdCellerant-owned.

In its current state, all default products are AdCellerant-owned. This field cannot be edited and is set by default.

Managed By

This is indicative of who “runs” or “manages” the operations for this product. This could be a specific hierarchy or AdCellerant. Ask yourself, who is going to be setting up and managing all aspects of this line item?

Below are some examples to help!

Owned By	Managed By	Example

Owned By

Managed By

Example

AdCellerant

This represents our current products that we typically run. For example, display competitive. These products are associated with the ADC organization and will be associated with all new and existing partners. They will show on the ADC organizational hierarchy, and all default rates are set there.

Partner

AdCellerant

An existing partner has products that are specific to their hierarchy, but AdCellerant manages (example: Cumulus Products) In this scenario, we do not want these products shown or enabled for any other hierarchy and ADC is running them on their behalf.

Please note Cumulus products are not currently set up this way, but products like this could be set up this way in the future.

Partner

An existing partner has products that are specific to their hierarchy, and they manage it themselves (for example, a newspaper company running print ads)

These products only live under the newspaper company, meaning when new partners are created, they do not inherit these products.
These products do not show in Ops dashboards or Tableau, as they are not managed by our team.

Creating External Products in Settings

When creating externally managed products, these are created within the Partner who is “owner” of the product.

These products only apply to the partner and will not show on any other hierarchy
All rates and information set get inherited down to all underlying hierarchies

Fields

Name - Name of the product. This will show across proposals and orders.
Class - Partners can choose their own class to be created or choose an existing one. This will dictate the groupings it falls under in the proposal and order create workflows. For example, “Print”, “Display”, “Audio”, etc.
Line & Type - Technically, partners can choose their own here as well, but for simplicity recommend using “custom”. Learn more about product lines and types here.
Owned By - This will default to the partner and cannot be changed.
Managed by - Who “manages” the product. For externally managed products, choose the partner name.
Goal Type - This is how an advertiser will be charged, which indicates which fields show on the allocation table. For example, “Budget”, “Click”, “Impression”, or “View”.
Platform - Which platform this is running on (not required).
Audience Targeting - leave blank
Forms - These products only need the following forms as they are not managed in the OMS
- Allocations
- Notes
- Geo Targeting (if the product has geo targeting)
Description - Describe the product. This will show on proposals create and export.

There may be situations in the future when we are fully SaaS that enable these products differently. These are not available today, but examples of how they could work:

Future SaaS example: Another organization other than AdCellerant has been created. They have their own products that they manage and own

Owned by: Hierarchy ID for the new org
Managed by: Hierarchy ID for the new org

Future SaaS example: Another organization other than AdCellerant has been created. They have their own products but want a specific product to be managed by AdCellerant. (example: org owns the product but sends it to AdCell to be managed)

Owned by: Hierarchy ID for the new org
Managed by: Hierarchy ID of 1 (Adcellerant)

External Products on Proposals

Once the product(s) have been set up, they will show in the proposal tool for any advertiser under that partner.

These products function the same as existing products; any default rates and minimums will show here
If a division has the product disabled or custom rates set, those should carry down to all underlying advertisers
Only products that the partner has enabled will show
These products will show in the order create workflow in a similar way.

The goal is for these products to look and feel the same as our existing products.

All products will show on the PowerPoint export. All products show under the “Additional Products” grouping per the example above.

External Products on Orders

Once the proposal or order is submitted, all line items that are managed by a partner will get marked as “sold” and cannot be edited

From the order view, you can see who the product manager is, AdCellerant or [Partner Name]
There will be no in-line editing on these products and no bulk messaging

On the line item views, partners can still view the line items, change the line item names, and add in external IDs, but no other aspects can be updated.

Users can also filter by these products on the line item table by choosing “Product Manager”. For external users, only “AdCellerant” and the partner name will show as options.

Additional Information/FAQs

At this time, all the products are shown in the “additional products” section.

If a user has the CPM permission, they can adjust the rate on the line item

Not at this time. All Product changes will go through Support or Onboarding

All products “managed by” a partner will be filtered out of Tableau

These products will show within the partners' EDS data

These products will be filtered out of the new ERP billing system

Depending on your filters you have selected, you may see line items or orders for custom products. For example, if you are just filtering by Partner, you will see all line items for that partner including custom. To remove custom products, use the Product Manager filter and select “AdCellerant”.

Not Included

External users creating products
Custom sales slides for external products
External line item management on sold orders
Division managed products
- Technically, we support this in the code if it's needed, just difficult to manage
Offering audience targeting on a line item
Offering tiered products
- Technically, we support this in the code if it's needed, just difficult to manage

Helpful Links

Feature Doc
How to use Documentation
- Help Center
Amplitude Feature Monitoring
Tableau Reporting (if applicable)
Goal Tracking (if applicable)

Externally Managed Products