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Users can use line items to make adjustments and customize their proposal even further. All line items need to meet validation requirements before being submitted, and you can see this on the right-hand sidebar

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Each individual row represents a line item or “product”. With each line item, you can:

• Delete (remove) the line item

• Rename the line item

• Clone or copy

• Add another line item to the proposal

Users will see whether or not validation has been met here, too, which can indicate the line item has dates in the past or not met the minimum requirements. Learn more about this in the allocation section below

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Each line item comprises the goals and billing information required to launch. These goals can vary per product (impressions, spend, clicks, views, etc), but overall function the same way

• Rates can only be adjusted by users with permissions

• When users adjust either budget or impressions, it will automatically calculate the other

• Users are required to meet our minimums that are associated with that product. Not all products have minimums, but they can have:

  • Date minimums

  • Goal minimums (impressions, spends, views, etc)

• Use the ellipses next to allocations to remove or add rows

  • The add row button on allocations will add the “next month” of allocations

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If the minimum requirements are not met, errors will show.

• Admin users can override minimums for AdCellerant-managed products

• Non-admin users can only override minimums for self-managed products

• Dates in the past cannot be overwritten

For products that offer audience targeting, users will see an overview of “who” the line item will target.

• If the proposal went through the AI workflow, the profiles will show.

  • All line items will inherit the same profiles.

  • If a user submits the proposal as an order, the profiles will then transfer over to the line items within the order.

Users can switch over to the individual segments view if they would like to make their own selections.

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When users click segment view, it will take them to the targeting segments where they can add and remove individual segments

If users adjust targeting segments and want to apply it to other line items, they can Copy targeting over from one line item to another.

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Copying line item targeting

Geofencing products also offer targeting. They require different metadata and do not show profiles.

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For products that offer geographic targeting, a “locations” tab will show on the line item.

• By default, all line items inherit the same geo locations set at the order level

• Users can adjust geo locations on the individual line items; this will remove insights associated with the proposal

  • Once you switch over to adjusting per line item, it will unlock all line items geo

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If you make an adjustment to the geographic targeting and want it to apply to other line items, you can copy that information from one line item to another

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Notes can be applied to line items, which carry over throughout the proposal workflow

• Any notes added will display on the proposal export for that line item

• Notes added will show in the order submission workflow

• Notes added will appear as a message in the line item