Campaign Management Module

External Integrations

View External Integration Delivery Performance

What is it? The External Integrations dashboard has two delivery data visualizations, helping users quickly understand campaign performance:

• Pacing chart: For DSP providers, a visualization of the budget or impressions delivered over the duration of the campaign.
• Pacing bars: For DSP, Search, and Social providers, a visualization of the budget or impressions delivered to-date, relative to the committed budget or impressions.

For more information, see External Integrations Dashboard UI Elements and Delivery Data.

Where is it? This new feature affects the External Integrations dashboard.

Do I need to do anything? No — this new feature is automatically available for all OneStrata enterprises.

Actualization

View Cost and Unit Totals During Actualization

What is it? The Standard Actualization and Margin Actualization grids display dynamic sums for cost and unit columns, making it easier to understand how changes made in the actualization grid affect the entire campaign.

For the displayed billing period(s), costs and units are summed at three levels. From least granular to most, the levels are:

• Summary: The grand total of the cost or unit column.
• Media/Non-Media: The total of the cost or unit column, within the Media or Non-Media section. 
• Order: The total of the cost or unit column, within a specific order. For some columns, this order-level total already existed.

The following table describes which columns display sums, at which level:

Where is it? This new feature affects the Standard Actualization and Margin Actualization grids, located on the Actualization tab.

Do I need to do anything? No — this new feature is automatically available for all OneStrata enterprises.

Administration Module

User Management

Change a Username

What is it? Enterprise admins can now change the usernames of users in the enterprise. Previously, usernames could not be changed once the user account was created.

For more information, see Change a User's Username.

Where is it? This new feature affects User records, which are managed on the Admin > User Management > Users page.

Do I need to do anything? No — this new feature is automatically available for all OneStrata enterprises.

Entity Management

Add Multiple Suppliers to a Contract

What is it? Enterprises with an external master data source of SBMS can add multiple Suppliers to the same Contract.

• Previously, creating a Vendor in SBMS automatically created, in OneStrata, Payee, Order Partner, Supplier, and Contract records with the same name as the SBMS Vendor.
  • The Supplier field of the Contract record could not be edited.
• Now, users can add multiple Suppliers to an existing Contract, making it possible to group Cost Lines with different Suppliers into a single order.
  • Note: The ability to add multiple Suppliers to a Contract already existed for enterprises with an internal master data source.

For more information, including an example of why a multi-Supplier Contract can be useful, see Manage a Multi-Supplier Contract Workflow.

Where is it? This new feature affects Contract records, which are managed on the Admin > Entity Management > Contracts page.

Do I need to do anything? No — this new feature is automatically available for all OneStrata enterprises connected to SBMS.

Support Order Setting Revisions After Changes to Order Confirmation Method

What is it? If the Order Partner confirmation setting is adjusted after initial setup in Admin > Entity Management > Order Partners, the system will use the new setting to handle that revision.

The Order Approval Confirmation Setting in Admin > Entity Management > Order Partners defines how orders under that Order Partner are handled within the system. There are three types of order confirmation settings:

• External confirmation
• In-system confirmation
• Auto-confirmation

Previously, there was not support for certain scenarios where orders were created under one order confirmation setting and then that setting was changed. This led to potential data conflicts with SMBS or third party finance systems. Assistance from OneStrata Support teams was required update to the correct Confirmed status and allow that order to flow to the finance system.

Now, OneStrata has added support for all scenarios to maintain order continuity when changing order confirmation settings after orders have already been sent. Once the setting is changed and an order revision is made, the order will go to a Revised state, display a message that the setting has changed, and then the new workflow will be used for confirmation without requiring Support team assistance.

For more information, see Send an Order. 

Where is it? This feature affects the Order Partners setting on the Entity Management tab within the Admin module.

Do I need to do anything? When there are active orders already sent under one of the methods and revisions are committed, that order will now follow the latest confirmation workflow. 

No configuration changes are needed to see this in effect.

Data Fields and Templates

Add Cost Line, Media Line, and Ad Unit IDs in Concatenated Name Fields

What is it? Users can add Cost Lines, Media Lines, and Ad Unit IDs to custom concatenated name fields, such as the Media Package, Cost Package, or Ad Placement name fields. These field types can be added at the same schema level or higher. For example, the Media Package Name field can reference the Order, Cost Line, and Media Line IDs, but not the Ad Unit or Ad Placement IDs.

Where is it? This feature affects the Data Fields and Templates tab in the Admin module.

For more information, see Create a Data Field.

Do I need to do anything? These ID fields can now be added to formulas in the Admin > Data Fields and Templates page. Note: in some cases, such as prior to Save or Commit, the ID field may be blank. If that is the case, the system will update the ID value when the name is next recalculated.

Include Estimate External ID (EEID) in Order Details Template

What is it? The Estimate External ID field (EEID), which is the Estimate's ID in SBMS or a third party finance systems, is now available for inclusion on the Order Details configuration template. If selected, this field will display in the Campaign Details section of the Order UI and the header section of Order exports. If there are multiple Estimates applied to Cost Lines in the order, they will all be listed.

Where is it? This feature affects the Create a Template feature in the Data Fields and Templates tab in the Admin module.

Do I need to do anything? This field can now be added to Order Detail templates. As with other template changes, that selection will only apply to new campaigns created.

Other

General

Updated Home Page and Navigation Menu

What is it? The following changes were made to the OneStrata UI:

• The "Campaigns" module was renamed to the "Campaign Management" module.
• On the home page, the Campaign Management module section was made larger and split into sub-sections, making the Campaign Groups and Campaigns pages easier to access.

For more information, see Home Page.

Where is it? This change affects the OneStrata home page and navigation menu,

Do I need to do anything? No — these changes are automatically applied to all OneStrata enterprises.

Vendor Inbox

Display Cost and Units Per Month on the Vendor Order Details Grid

What is it? The Unit Calendar bars on the Vendor Order Details grid in Vendor Inbox have the following display options:

• Cost and units per month
• Cost per month
• Units per month

This change complements Display Cost and Units Per Month on the Order Details Grid, released with OneStrata version 25.5.20 (June 4, 2025).

• Previously, the Unit Calendar bars in Vendor Inbox only displayed units per month, no matter what was displayed in OneStrata.
• Now, the Unit Calendar bars in Vendor Inbox automatically match the option displayed in OneStrata: cost and units, cost only, or units only.

Where is it? This change affects the following areas, which are defined by the Order Details template:

• The Vendor Order Details grid that is located on the Vendor Order Details page, in Vendor Inbox.

By default, any new Order Details templates display cost and units per month.

Reminder: Newly created templates and changes to existing templates are only available for campaigns created after the template was created or edited. The newly created or edited template is not available for any already existing campaigns.

Do I need to do anything? No — this change is automatically applied to all OneStrata enterprises.