Production Workflow with an OMS Integration

An order management system or OMS is a software that further helps streamline ad sales by helping manage deals, sales and financial details for your campaigns. Typically utilized in conjunction with a customer relationship management system (CRM)

If you are using an OMS, Frequency has the ability to integrate with an OMS to pull in campaign and line item details in the form of Flights. Your OMS line details like start/end dates, ad duration, placement or target show can be pre-populated based on your OMS data mapping.

Frequency currently supports integrations with Placements.io and Boostr. Please reach out to your Frequency account team for more information on how to set this up.

Boostr will push campaign and flight data directly into Frequency which automatically creates a Campaign and Flight(s) as well as automatically creates a Production Request Draft for Host Read and Producer-Read ad formats.

To view the Production Requests you will go to Production in the top navigation bar.

‘Filter By’ is a useful way to focus on what you need to work on. For example, filter by status can be used to just see everything in a ‘Draft’ status. You can also save your filters and set one as a default as well.

As an Ad Ops user, it is easy to identify Production Requests that need your attention before sending to a Show. Production Requests that are missing scripts will have a ‘red exclamation’ indicator.

Click on a Production Request to open it. You will see the Show that is targeted, the Ad Type and Duration, and the Due Date (this will default to two days prior to the start date of the Flight but can be edited).

To upload a script, click on the Upload button and search or drag the file(s) needed. You can select additional information on this ad read by clicking on Read Verbatim or Personal Experience Required. Click Submit to upload this to the Production Request.

Special Instructions can be filled out to include additional details for the Show Hosts/Producer.

The timeline at the bottom of the page will populate as activities happen and provide an audit trail from start to finish.

Comments can be added to the script file as well as directly onto the Timeline for additional information for the Show Host/Producer.

Once the Production Request is ready, you can click ‘Send for Recording’ and it will be sent to the Show.

When an OMS pushes a campaign into Frequency, your campaign detail within your campaign overview will display the OMS that it is sourced from.

Clicking this link will take you to the source campaign within your OMS.

For flights, your line items will be pushed into Frequency as flights. Within your flight, under flight details, you will see the same link to take you directly to your campaign line within your OMS.