How to manage contracts
The Contracts section
The Contracts section lets you add contracts, assign advertisers, input payments and status, as well as keep track of a contract's progress.
Once you've created a contract, click See More on the far right of an entry in the Contracts tables to open that contract's details page.
The contract details page lets you view and edit your contract details, assign campaigns, record payments, and more.
- How to edit contracts.
- About the other actions you can do with a contract.
- How to request signatures for a contract.
- How to keep track of payments for a contract.
- How to view notifications and updates related to a contract.
- How to quickly view and manage ad items that are related to a contract.
Editing contract details
If you did not use a contract template to create the contract, you can edit the contract's name, relevant dates, and status by clicking on their respective fields.
If you created a contract using a contract template, you'll be able to edit only its status.
Make sure to click Save after editing any of these fields. If you click outside of their edit boxes without clicking Save, your changes will not be saved.
Additional actions in the contract details page
On the top right corner of a contract's details page are buttons to download the contract and request for signatures from your partners.
The ... button beside the Download Contract button has options to revise the contract details, share the contract via email, or assign one or more campaigns to the contract.
Click on Upload New Revision to rename the contract or change the contract's rate, start and end dates, and description. If you created the contract using a contract template, you can also select a different template in the Upload New Revision window.
Recording contract payments
The payments module lets you keep track of advertiser payments. Click on the Rate field to enter the value of the contract. Click on Add Payment in the Payments module to document a payment. Click on Transaction History to view past payments.
The Activity Stream
Click on the line graph button on the upper right below the Request Signatures button to open the Activity Stream.
The Activity Stream is a log of actions that have been done for the contract.
Viewing and managing related ad items
You can assign a campaign to a contract to get an overview of your ads' performance right in the contract's details page.
To assign a campaign to a contract, click on ... on the top right corner beside the Download Contract button then click Assign Campaigns.
Once you've assigned one or more campaigns to a contract, the Related Ad Items table in that contract's details page will show the impressions, clicks, and status of the ad items in the assigned campaigns. This is a convenient way to look at your ads' performance without creating a full fledged report.
Click on See More on the far right of an ad item entry to go to the section of the campaign to which that ad item is assigned.
You can also activate or pause campaigns right from the Related Ad Items table. For example, you can create a campaign in advance and then pause it (i.e. set its status to Inactive) while waiting for your contract to be signed. Then you create the contract relevant to the campaign and assign the campaign to the contract. Finally, you can activate the campaign from the contract details page by clicking on the Inactive button under the campaign's Status column.