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How to Update Line Item Statuses & Flags

If you utilize Ui.Marketing as your order management system (OMS) for your own products, use this guide to learn about flags and statuses and how to update them.

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

Line item statuses and flags help you manage your line items more efficiently. 

Statuses

Line item statuses shows you were that line item is in the process of it's lifecycle. Below is what each status means when we are managing your line items. However, feel free to adjust these definitions to best fit how you use Ui.Marketing to manage your own line items. 

  • NEW: This line item was just submitted/created in Ui.Marketing. 
  • PENDING: Assets are missing and need to be added before the line item can launch. 
  • LIVE: The line item is live or scheduled to start in the future. 
  • PAUSED: The line item is temporarily on hold - often due to outdated creatives, payment not received, etc. 
  • COMPLETE: The line item has finished running. 
  • CANCELED: The line item was canceled and will no longer run. 

Flags

Flags are used to alert someone that this line item needs their attention. Flags allow you to manage your line items efficiently by working on flagged line items first. You can add multiple flags per line item. 

When you are managing your own line items, you can use various flags to notify the requester and listeners on a line item that something needs their attention.

Anytime a user responds to a ticket, the line item is automatically flagged so that you know it needs attention. 

Below are the various flags you can set when managing your own line items and how our team uses them (again, feel free to adjust these definitions to fit your management needs): 

  • Missing Information: The line item needs more information from you before it can launch or continue.
  • Missing Access: Access to an account (such as Google or Facebook) must be provided before the line item can launch or continue. 
  • Pending Approval: Part of this line item needs your approval before the line item can launch/continue. 
  • Awaiting Response: Someone has sent a message about this campaign and is awaiting a response from you. 
  • Campaign Coordinator: An internal signal used to request additional support from a Campaign Coordination team on specific line items. Our team of coordinators are encouarged to prioritize flagged line items to help maintain launch timelines and ensure seamless campaign delivery. 

Updating Statuses and Flags on a Line Item

 

Step-by-Step Guide

  1. There are three places you can change the line item status and flags within Ui.Marketing: Line Items table, within an order, and within the line item itself. 
  2. From the line items table, click on the flag icon and select which flag(s) you want to associate with this line item or remove. To change the status, click on the current status of the line item in the table and select the status you wish to change it to. 
  3. From the Order details page, you can select the same flag icon and the status. 
  4. From within a line item, in the line item header, you will also see the same flag icon and the status for you to update.