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Knowledgebase : AdPoint
AdPoint allows to book Ads on a back date based on settings, as per the system requirements set by the company. The possibility to book to the past dates is driven by the permissions, which says how far to the past you can book ads. Where do I Change ...
Keywords are searchable items and therefore can help in the finding of a particular customer or contact by the keyword that has been assigned. In AdPoint, there are two type of Keywords,  “Customer Keywords” and “Contact Keywords”. How Do I Assign Keyw...
How Do I Book A Barter Or A Filler Ad? During the course of Ad Booking, an Ad can be booked as Barter or a Filler.The exact policy for how and Barters or Fillers can be used, will be set as per the company's guidelines and will take into consideration...
How Do I Cancel An Ad Or An Order? AdPoint has the flexibility to cancel either an Ad or an Order, but this is dependant on the permissions set for the User or Role. How Do I Cancel An Ad? An Advert can be cancelled in the “Orders” page. One way to...
How Do I Change An Invoice Address On An Ad, After It Is Generated? Background In AdPoint it is possible to change the Invoice address for a Client after invoice has been generated. This is a two-step process, firstly the address for the Client must...
In AdPoint, it is possible to change the order of Price Specifications and to be able to do this Users need to have correct permissions. Where And How Do I Change The Order Of A Price Specification?On AdPoint Homepage, click on “Tools” -->"Setti...
Ad sizes are setup in AdPoint through the standard settings control panel.  Any User with administration rights can add, remove, or change ad sizes in the AdPoint web interface.  How Do I Create A New Ad Size?On the AdPoint Homepage, click on  “Tools” ...
Once you login, the “Homepage” is the first page, which is loaded in AdPoint. The Homepage contains several panels, which are called “Widgets”, and it is these widgets that can be customized. When running AdPoint for the first time, only the default wid...
AdPoint allows you to force E-mail field to Always be required field when creating new Customers. In order to do this, On the AdPoint Homepage click on “Tools” -->“Settings” -->“System Settings” -->“Customer, Contacts, and Other Properties” pa...
AdPoint allows for fields to be disabled so that they cannot be used or edited, as per the system requirements set by the company.Where do I disable a Field(s)?On AdPoint Homepage, click on “Tools”-->“Settings” -->“System Settings” -->“Customer...
In order to make a field mandatory in AdPoint, go to the Homepage --> “Tools” --> “Settings” --> “System Settings" --> “Customer, Contacts, and Other Properties”. The Column “Mandatory” has check boxes in front of most of the Items. Se...
How Do I See A Customer’s Spend By Brand? In AdPoint to see a Customer’s spend by Brand a search must be done in the “Sold Ads” Report. 1. To access this report, on the AdPoint Homepage, click on the “Reports” tab. From the Reports List, select the...
How Do I Setup A New Brand For A Customer? In AdPoint, “Brands” can be added be to Customers. Brands can only be assigned at Customer level and can only be assigned to one Customer and therefore cannot be used for another Customer. How Do I Setup A...
In AdPoint discounts are setup as “Price Items” and can be applied to both Proposal and Display Ads. Several Discount Price Items can be set (up to a maximum of 8) for a Proposal or Display Ad and a Price Item can be formulated as an amount or a rat...
“Rate Cards” define which Basic Prices and Price Items are to be used. The Rate Card can also include a time period for which this Rate Card is to be used. When a Sales Rep books a Ad in AdPoint, only the Basic Prices or Price Items, which have been set...
New Users are set up in AdPoint through the standard settings "Control Panel". Any User with Administration rights can add, remove or edit a Users interface.How Do I Create A New User?On the Homepage, click on "Tools"--> “User Adm...
Commissions In AdPoint AdPoint functionality allows for the allocation of commissions for adverts that have been sold.  This allocation can be made to one or more Sales Reps or Teams. Users who have the correct permissions (e.g. members of the Fina...
There are two conditions that must be setup to allow for the import of Proposal Ads for a specific office:The approval rule “Import Proposal Ads To Ads” must exist for each office, this will then enable Ad imports by Traffic Managers from different offi...
There are few possible reasons for this scenario:The Order is part of a contract, which is after the deadline or is closed.You are not permitted to create or modify the Order – your "Data Access" permissions to "Create Ads" and "M...
Yes. The link to edit the Order is either visible or hidden based on your "Data Access" permissions and the "Modify Orders" option. Ask your Traffic Manager to check your permissions and make any changes as required.
Yes. The reason why you cannot create an Issue in this newly created Edition is due to the fact that you do not have the correct permissions setup for this Edition. Ask your System Administrator to change your permissions for this Edition. Under “Tools...
There are predefined templates for Roles, as well as for individual Users. They are defined in either “Roles” or for an individual User in “User Administration” and set in the "Permissions" tab. Templates are predefined for following "Posit...
What Reports Can I Get On Brand Level? In AdPoint the only report at Brand Level is for “Sold Ads”. 1. To access this report, on the AdPoint Homepage, click on the “Reports” tab. From the Reports List, select the option report entitled “Sold Ads”. ...
Where Do I Set The Page Cost For An Issue? AdPoint allows for a Page Cost to be set for an Issue. Where To Set The Page Cost For An Issue: 1. On the AdPoint Homepage, click on the “Finance” tab. 2. Next select the “Budget” link. 3. By default, t...
AdPoint can allow the booking of an advert after a deadline, but only if a User (or Role) has special permission to do so. If the permission is given to a “Role”, then all the Users in that Role, will be able to book an advert after the deadline. If an ...
New Section is setup in AdPoint through the standard settings Control Panel. Any user with Administration rights can create or modify Sections in the AdPoint web interface.  To add new Section to AdPoint in order to book Ads against it is a four Step Pr...
To send a payment link to the customer, follow the 2 step process below: STEP 1 - Send Insertion order to the customer STEP 2 - Send payment link to the customer SEND INSERTION ORDER TO THE CUSTOMER - On the ORDER DETAILS PAGE, 'PRINT ORDER CONFIRMATIO...
How do I setup Budgets?AdPoint has a very flexible feature of creating Budgets and monitoring goal fulfillment. Terminology explained:Budget objects: Budgets can be assigned to any office, team, media (edition, network, station) or sales rep. They be...
I AM GETTING ERROR WHILE IMPORTING LIST OF CUSTOMERS. HOW DO I RESOLVE IT? ADPOINT PROVIDES A TOOL TO IMPORT LIST OF CUSTOMERS INTO ADPOINT. IMPORTING CUSTOMERS IS A 2 STEP PROCESS: 1) DOWNLOAD THE PRE-DEFINED TEMPLATE FROM IMPORT TOOLS MODULE. 2) A...
Yes, after using the general permissions template for the "Position" that has been previously been is setup; you still have the option to add or remove other rights by selecting/deselecting the boxes next to the items as required.
Yes. To modify the Ad ask your Traffic Manager to change the deadline (period) of the contract to a future date. You will then be able to modify the ad as required. After you have made the change, ensure that the Traffic Manager changes the contract deadl...
Yes. To switch the on this functionality go to “User Preferences” -->“Properties” tab  and select “Synchronize” in the "Outlook Calendar Synchronization" panel.
Yes. The address can be changed in Settings. On AdPoint Homepage -->"Tools" --> "Settings" -->"Other Settings" panel  click on the "Offices" link. Ask your System Administrator to make the changes for you, ...
This is a problem with the Mac Operating System. There is a parameter in Excel, which affects the working with dates and this is called "1904 Date System". Export the Sales Report as required, then go to Excel’s “Preferences” (from the Excel...
There is an inconsistency between the settings of your computer and AdPoint application. For PC Users go to the “Control Panel” -->"Regional and Language Options". For Mac Users go to “System Preferences” -->“Language & Text”. Then i...