Status Setup (Campaign Status)

Every Campaign has a status in the system. The IDs are hard coded, but the descriptions can be edited if desired.

Q1 - Q3 -> These are your quote statuses, which you can call whatever you wish. You can also assign a probability % indicating how likely it is that you will close the deal. The Quote can be displayed at full value or at weighted value in some CRM reports.

R1 - R3 -> These are your reserved statuses. These generally indicate that the proposal has been approved by the client but that you have some internal checks to complete before the ad is ready to publish. Whether or not ads flow to GAM or to Plan are determined by status settings.

If you do not need all three quotes or all three reserved statuses, you can use the Group security setup to restrict the unused statuses from users.

Confirmed orders are ready to run and are ready to be billed.

Invoicing Started behaves similarly to Confirmed. It is still considered to be a confirmed order for reporting purposes, but it is an indicator that the campaign has started billing. (a single campaign may receive multiple invoices if it runs over multiple months.

In addition to the above which have editable description labels, there are other statuses which you may see on occasion. They are just not listed here because they aren't user-selectable on any status drop downs.

• AC - is an indicator that the campaign is awaiting credit. You might temporarily see this status if a campaign is cancelled (using the function in the Edit Campaign dropdown for "Cancel this Campaign), and invoices that were previously generated are waiting to be credited by the billing process. This is not the same as adjustment tickets waiting to be processed.

• KI and DE - in both cases this is an indicator that the campaign has been cancelled. The status will be KI if the campaign was cancelled after billing (will become KI after the temporary status as AC above), and the DE Status is used when the campaign was cancelled prior to billing, so there were no invoices to credit in that case.