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How to Assign Line Items

If you utilize Ui.Marketing as your order management system (OMS) for your own products, use this guide to learn how to manage your line item queue. 

This feature requires purchase of our Order Management Sytem software add-on. 

Every time a new line item is created for one of your own products, the line item will need to be assigned to someone on your team. All new line items are unassigned by default. Assign the line item to a person who is the one who will be managing that product like a Campaign Manager or Account Manager. 

Once a line item is assigned, that user will be able to create a view of just their line items and will start receiving notifications for that line item. 

 

Step-by-Step Guide

  1. Navigate to the Line Items table in Ui.Marketing. 
  2. By default, the table displays all line items that you are correlated to, including ones managed by our team. It may be helpful to add the column of Product Manager to see which line items are managed by us vs your organization. Click Customize.
  3. Search for or scroll down to Product Manager and enable the column. 
  4. Now you will see the Product Manager column in your table. For any campaigns managed by us, the Product Manager will be "AdCellerant". For any campaigns managed by your team, it will say your organization's name. 
  5. Now, let's create a saved view of line items managed by your organization that are unassigned. Click Add Filters. 
  6. Within the "Filter by..." field, click Product Manager.
  7. In the "Select manager" field, select your organization's name. 
  8. Click the blue + Add Filter button. 
  9. Within the "Filter by..." field, click Assignees.
  10. In the "Select assignees..." field, type "unassigned" and select it. 
  11. Now you have a table displaying line items managed by your team that do not have an assignee. Let's save this view for future use. Click Save View. 
  12. Name your view and click Save. 
  13. Now in the secondary navigation bar on the left-hand side of your screen, you will see the view you just created.