Use * syntax for faster search


Overview

How to access different parts of the OneStrata platform.


OneStrata Home Page

The OneStrata home page contains the following items:

1Navigation menu

At the top of each OneStrata page are links to access different parts of OneStrata.

For more information, see OneStrata Navigation Menu.

2Campaign Management module

The Campaign Management module helps users manage campaigns with streamlined and integrated workflows, from planning to buying through to actualization.

For cross-media enterprises, the Campaign Management module contains links to the other Strata Agency applications used by the advertising agency.

3Finance module

The Finance module provides functions to manage financial orders and estimates across campaigns, with the capability to connect to agency finance systems.

4Reports module

The Reports module enables users to query information across the entire OneStrata platform and build customized visualizations, reports, and dashboards that can be shared internally and externally.

5Administration module

The Administration module provides self-service tools to manage user access and permissions, configure master and reference data, and customize various fields, templates, and application settings according to business requirements.


OneStrata Navigation Menu

The OneStrata navigation menu contains the following items:

1FreeWheel logo

Click the FreeWheel logo to return to the OneStrata home page.

2Campaign Management

Click Campaign Management to open the Campaign Management module navigation menu.

3Finance

Click Finance to open the Finance module navigation menu.

4Reports

Click Reports to open the Reports module navigation menu.

5Administration

Click Administration to open the Administration module navigation menu.

6Search icon

Click the search icon to open the Quick Search widget and quickly go to a specific campaign, estimate, or order.

For more information, see Quick Search Across OneStrata.

7Notifications icon

Click the notifications icon to view recent product updates and release notes.

8

Support Center / Information icon

Click the information icon to open the support center:

  • View the current OneStrata version.
  • Go to the knowledge base (OneStrata User Guide).
  • Go to the FreeWheel Academy's video learning plan for OneStrata.
9User profile icon

Click the user profile icon to:

  • Go to the Account Settings page.
  • Log out of OneStrata.
10

Enterprise Name

OneStrata

If the current user is a seller user, clicl here to switch between OneStrata and Vendor Inbox.


Quick Search Across OneStrata

Use the quick search function to quickly go from any page in OneStrata to a specific campaign, estimate, or order.

To quick search, do the following:

  1. In the navigation menu, click the search icon to open the Quick Search widget.

  2. In the Quick Search widget:

    Open a campaign 

    Go to a campaign's Overview tab

    1. In the first field, select Campaign.

    2. In the second field, enter the ID or external ID of the campaign.

    3. Click the name of the campaign.

    Open an estimate

    Go to an estimate's Details tab

    1. In the first field, select Estimate.

    2. In the second field, enter the ID or external ID of the estimate.

    3. Click the name of the estimate.

    Open an order

    Go to an order's Order Details page

    1. In the first field, select Order.

    2. In the second field, enter the ID or external ID of the order.

    3. Click the name of the order.
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