Insertion Order Form Template
Streamline Your Ad Ordering Process with Our Template
Creating ad campaigns can be complicated when it comes to managing orders effectively. This Insertion Order Form Template is ideal for advertising agencies, marketing teams, or small businesses looking to streamline their ad purchasing process. You can capture critical details like client information, ad specifications, and payment terms, enhance accuracy in order tracking, minimize miscommunication, and save time on manual paperwork. Explore how easy it is to customize and automate your ad orders with this live template.
When to use this form
Use this form when you need a clear, agreed record of an ad buy between your team and a publisher. It suits agencies, in-house marketers, and sales reps who must confirm placements, rates, dates, and deliverables before launch. Typical scenarios: locking in a quarterly display package, reserving print space for a product launch, or adding a last-minute social placement with strict budget caps. You capture legal entity details, flight dates, units and formats, targeting, cancellation terms, and billing notes so finance and ad ops stay aligned. For campaign context, pair it with the Pre job brief form. If creative files and specs are still pending, attach or request them through the Ad submission form.
Must Ask Insertion Order Questions
- What is the advertiser's legal entity and billing contact?
This locks the agreement to the correct company and ensures invoices reach the right person on time. You reduce disputes over names, tax IDs, and purchase orders.
- What are the campaign objectives and primary KPI?
Clear goals guide which placements and rate types you approve. They also define reporting so both sides judge success the same way.
- What are the flight dates, delivery schedule, and deadlines?
Dates and pacing help ad ops traffic on time and avoid underdelivery. You also prevent missed print closes and coordinate creative swaps.
- Which placements, formats, sizes, and targeting are included?
Specific inventory and specs prevent scope creep and make setup accurate. If creative is not yet built, route the work with the Creative project request form.
- What is the budget, rate type (CPM/CPC/flat), caps, and makegood or cancellation terms?
This protects your spend and sets how over- or under-delivery will be handled. It also lets finance forecast cash flow and reconcile invoices.
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