Start the Template Creation Process

To start the template creation process, do the following:

1. Go to the Administration > Data Fields and Templates page.
   
   
2. Expand the schema table as necessary in order to reach the entity that the template will be created for.
   
   
3. For the desired entity row, click the value in the Schema column to open its Manage Data Fields and Templates page.
   
   
4. On the Manage Data Fields and Templates page, go to the Templates tab.
   
   
5. Click the Create Template button.

Create an Advertiser View Template

Advertiser View templates define the information included on the following items:

• The Advertiser View page, located on the Schedule tab.
• The downloaded Advertiser View page, which is exported as an Excel file.

To create a Advertiser View template, do the following:

1. Start the template creation process.
   
   
2. On the template creation page:
   

   Field Name	Step(s)
   Template Name	Enter a name for the template.
   Template Type	Select Advertiser View.
   Optional Include Logo	Optional: Select this checkbox to include the advertising agency's logo on the Advertiser View page.
   Optional Include Terms and Conditions	Optional: Select this checkbox to include a link to a Terms and Condition document on the Advertiser View page.
   Campaign Details	Select the fields and field order of the Campaign Details section of the Advertiser View page. For more information, see Advertiser View - Campaign Details Section.
   Order Details	Select the columns and column order of the Order Details grid in the Schedule section of the Advertiser View page. For more information, see Advertiser View - Schedule Section.
   Billing Summary	Select the rows and row order of the Billing Summary section of the Advertiser View page. For more information, see Advertiser View - Billing Summary Section.

   
   
   
3. Click the Save and Finish button.

Create an External Integration Template

External Integration templates define the columns and column order of the Ad Server grid, located on the Ad Server Provider dashboard.

To create an External Integration template, do the following:

1. Start the template creation process.
   
   
2. On the template creation page:
   

   Field Name	Step(s)
   Template Name	Enter a name for the template.
   Template Type	Select External Integrations.
   Data Fields	Select the columns and column order of the Ad Server grid.

   
   
   
3. Click the Save and Finish button.

Create a Schedule Template

Schedule templates define the fields in the Schedule grid, located on the Schedule tab.

To create a Schedule template, do the following:

1. Start the template creation process.
   
   
2. On the template creation page:
   

   Field Name	Step(s)
   Template Name	Enter a name for the template.
   Template Type	Select Media Schedule.
   Default Data Fields	Select the default columns and column order of the Schedule grid. Default fields can be manually removed from or re-added to the Schedule grid via the column picker.
   Optional Hidden Data Fields	Optional: Select fields to "hide" from the schedule. Hidden fields cannot be added to the Schedule grid.

   
   
   
3. Click the Save and Finish button.

Create an Order Details Template

Order Details templates define the fields in the Order Details grid, located on the Orders tab.

To create an Order Details template, do the following:

1. Start the template creation process.
   
   
2. On the template creation page:
   

   Field Name	Step(s)
   Template Name	Enter a name for the template.
   Template Type	Select Order Details.
   Optional Make as Default Template	Optional: Select this checkbox to make the current template the default Order Details template. The default Order Details template is automatically applied to the Order Details page. If the current template is the only Order Details template for the given entity, this checkbox is automatically selected and cannot be unselected.
   Optional Include Logo	Optional: Select this checkbox to include the advertising agency's logo in the PDF export of the Order Details page.
   Optional Display Media Campaign External ID	Optional: Select this checkbox to include the media campaign's External ID (EID) in the overview section of the Order Details page.
   Optional Display Campaign Group External ID	Optional: Select this checkbox to include the campaign group's External ID (EID), if any, in the overview section of the Order Details page.
   Order Details	Select the default columns and column order of the following areas: The Order Details grid that is located on the Order Details page. The Order Details grid that is included with the PDF or Excel export of the Order Details page. The Order Details grid that is sent to Vendor Inbox, if using an In-System Order Partner

   
   
   
3. Click the Save and Finish button.