After you have created an order, you can create a Line Item. Line items are the heart of your ad campaign, and group one or more Creatives together. Line items also dictate targeting and inventory criteria, which directly determines the eligibility of your line item to serve.
Line Items Types:
Email Banner: Serves in a newsletter ad position. Creative consists of: Image, CTA, click through URL
Native Email: Serves in a newsletter ad position. Creative consists of: Title, Teaser, Image, CTA, click through URL
Native Website: Serves in a website ad position. Creative consists of: Title, Teaser, Image, CTA, click through URL
Website Banner: Serves in a website ad position. Creative consists of: Image, CTA, click through URL
There are three ways to create a Line Item:
If you have just created an order and clicked "Save and Continue" from the order screen, the Line Item entry screen will be presented. Click on "New Line Item" and choose which type you want to create.
Alternatively, navigate to the Line Item screen by clicking on "Line Items" in the left nav. Once there, click the New Line Item button in the upper-right corner. From here, you'll choose which type of line item you will be creating.
Or, search for the Order and, from the search results list, click on the '...' to the far right of the appropriate order and choose the line item type.
Once you've chosen a line item type, it's time to add the line item details which will provide delivery information.
Do not forget to click Save in the upper right corner after initially entering your line item details. Edits to already created line items are saved within the individual edited field (the Save option will appear within the field after you make a change)
Choosing Save will save the line item and automatically take you to the Creatives screen Save & New will present you the screen to create another line item (of the same type)
Once a line item has been saved, the line item status indicator will display at the top of the screen. This will inform you if the line item is: Scheduled - all required fields are satisfied; delivery date(s) are in the future Running - first delivery date has been reached and there are more dates for this line item in the future Paused - paused option is checked. To 'unpause', click on Paused to uncheck Not Ready - required fields are missing. To find out what is missing, view the line item in the Advertising > Line Item list to see the details Finished - all required fields were satisfied and the line item delivery date(s) are in the past
A line item must have at least one delivery date, inventory targeting, and at least one active creative in order to not be in Not Ready status
Required at time of entry Free-form field (having a standard naming convention for consistency is advised) Will display in P1 Advertiser Reporting
Required at time of entry (an order must be entered prior to adding it to a line item) Click on the order field and start typing the order name or company name and choose the appropriate order from the search results
If you clicked "Save & Continue" after creating an order, the order field will be pre-populated
After the line item has been saved, the order it is assigned to cannot be changed
Required at time of entry.
By Range (Start - End)
With Start - End dates selected, you may click twice in the calendar to select a range of dates: first the starting point, then the ending point. Your line item will be considered active when with the ad request (either on the website or for the deployment date sent) falls between these two dates (inclusive.)
You may add multiple non-consecutive date ranges to one line item. To add multiple ranges, click "Add range" and follow the steps above for each range the line item will be delivered.
Specific Days
With Specific Days selected, each date you select in the calendar will be shown in the list. Your line item will be considered active when the ad request (either on the website or for the deployment date sent) matches one of these days.
You must select at least one range of dates and/or one specific date for your line item to serve
You can combine date ranges with specific days within one line item
If you've clicked on a date you no longer want, click on the date again and it will be removed
An eligible line item's status will change based on the current date. For example, when the last date for the line item is in the past, it will show as Finished. Likewise, when the first date is in the future it will show Scheduled, and when between the first and last date it will be Running.
Note: For email banners, this does not directly indicate whether or not the line item will continue to receive impression and click data, however. Because the date sent with the ad request is set within the email, line items can continue to receive impressions and clicks long after their campaign has completed (i.e. the line item will continue to receive impressions/clicks when people open a newsletter (days, weeks, months, years) after it has been deployed).
When Paused, Incomplete, or Deleted, it will not be served and will not gather impression or click data.
Pre-set by the line item type chosen when you clicked 'New Line Item'
Allows you to add an external link such as an order link or link to ticketing platform. Click Add Enter the name of the URL (ie JIRA Ticket) Enter the URL Click Add Link
If you add a link to an order, Mindful does not 'see' or 'read' the order - this is just a place to include the URL link for reference
Internal field for making comments pertaining to the order for other Mindful users to see
After a line item has been saved, the option to pause it will appear. Click on the Paused box to prevent the line item from running. To 'unpause', click on the Paused box to uncheck
Priority
Use the Priority drop down to select how important this line item is. When all other factors are equal, priority will be used to determine a winning line item. If there are multiple equal priority line items, they will be rotated randomly.
Use Priority with care. When an ad is requested, the eligible line items with the highest priority will be used exclusively. An eligible line item with a lower priority will never serve when one with a higher priority exists.
We recommend structuring your ad priority something like this:
House or Placeholder
Network/Other Unsold
Standard/Sold
Priority
Exclusive
Inventory Targeting
Use the inventory targeting fields to select one or more Ad Units, Email Channels, or Websites that the line item should be considered eligible for.
Ad Units
If you would like the line item to be eligible for only specific ad units, enter them here. Of the three inventory targeting options, this field offers the most control over where an ad it placed. You can select multiple ad units for each line item.
All ad units chosen will serve on the delivery date(s) selected within the line item. If a line item should run in an ad unit on a given date and run in another ad unit on a different date(s), you will make separate line items.
Email Channels
If you would like the line item to be eligible for any ad unit within a deployment(s), enter them here. The ad will serve "everywhere" there is an eligible ad unit and may appear multiple times in one deployment.
Websites
If you would like the line item to be eligible for any ad unit of any deployment of a website/brand, enter them here. This field offers the least control of the three inventory targeting options and your ad may appear in multiple newsletters and in multiple ad units on any of the selected delivery dates.
You must select at least one ad unit, email channel, or website for your line item to be eligible to serve.
These fields are combinatorial -- if you select one ad unit from and then select a deployment, the line item will be eligible for delivery to the specific ad unit and all ad units on the chose deployment. If you would like to serve your line item in only one ad unit, be sure that no higher level selections are made (such as email channels or websites.)
Priority
Use the Priority drop down to select how important this line item is. When all other factors are equal, priority will be used to determine a winning line item. If there are multiple equal priority line items, they will be rotated randomly.
Use Priority with care. When an ad is requested, the eligible line items with the highest priority will be used exclusively. An eligible line item with a lower priority will never serve when one with a higher priority exists.
We recommend structuring your ad priority something like this:
House or Placeholder
Network/Other Unsold
Standard/Sold
Priority
Exclusive
Inventory Targeting
Use the inventory targeting field to select one or more Ad Units that the line item should be considered eligible for.
You can choose multiple ad units for one line item. Start typing the name of the ad unit and then select the appropriate ad unit(s) from the search results
You must select at least one ad unit for your line item to be eligible to serve.
All ad units chosen will serve on the delivery date(s) selected within the line item. If a line item should run in an ad unit on a given date and run in another ad unit on a different date(s), you will make separate line items.
Inventory Targeting
Use the inventory targeting fields to select one or more Ad Units that the line item should be considered eligible for.
You can choose multiple ad units for one line item. Start typing the name of the ad unit and then select the appropriate ad unit(s) from the search results
You must select at least one ad unit for your line item to be eligible to serve.
All ad units chosen will serve on the delivery date(s) selected within the line item. If a line item should run in an ad unit on a given date and run in another ad unit on a different date(s), you will make separate line items.
Inventory Targeting
Use the inventory targeting fields to select one or more Ad Units that the line item should be considered eligible for.
You can choose multiple ad units for one line item. Start typing the name of the ad unit and then select the appropriate ad unit(s) from the search results
You must select at least one ad unit for your line item to be eligible to serve.
All ad units chosen will serve on the delivery date(s) selected within the line item. If a line item should run in an ad unit on a given date and run in another ad unit on a different date(s), you will make separate line items.
