Advertising Order

Advertising orders placed by phone, email, or informal conversation give publishers and media sales teams inconsistent records to work from. Advertiser details arrive incomplete. Ad type and duration are not clearly specified. Payment method is discussed separately and not recorded with the order. Logo files arrive as email attachments that need to be manually matched to the order record. Without a centralized, structured intake process, managing advertising orders accurately across multiple clients and campaigns requires effort that a proper order form should eliminate.

The Advertising Order template for SharePoint, built with Infowise Ultimate Forms, provides a structured order form that captures full advertiser contact and company details, social media profiles, a company description, logo upload, ad type selections, social media ad interest, campaign duration, payment method, and special instructions. Every order is stored as a complete, actionable record in SharePoint.

How it works

Advertiser contact and company details

The form captures the advertiser's first and last name, phone number, email address, company name, and full company address. Website, Instagram, Facebook, and Twitter URLs are captured alongside the physical details, giving the sales and production teams a complete profile of the advertiser and their online presence in a single record without requiring a separate research step.

Company description and logo upload

A free-form description field invites the advertiser to describe their organization or company, providing context that the production team can reference when preparing the ad. A logo upload field allows the advertiser to attach their logo directly to the order record at the point of submission, ensuring that the brand asset and the order details are always in the same place and eliminating the need to chase logo files separately after the order is placed.

Ad type and social media selection

A structured ad type field captures the type of print advertisement being ordered in the magazine or newspaper. A separate field captures whether the advertiser also wants to include image ads on social media as part of the order. Capturing both selections in structured fields at intake ensures the production and sales teams know exactly what has been ordered without following up to clarify the scope.

Campaign duration and payment method

The form captures the desired duration of the advertising campaign and the advertiser's preferred payment method, providing the accounts and production teams with the scheduling and billing information needed to process the order without additional correspondence.

Special instructions and additional context

A special instructions field gives advertisers the space to communicate any specific requirements the production team should be aware of. Comments, suggestions, or feedback and a source field asking how the advertiser heard about the publication round out the intake record. The order date is captured at submission for accurate scheduling and billing records.

What you get

• A structured advertising order form capturing full advertiser contact details, company address, and social media profiles
• Company description and logo upload linked directly to the order record
• Ad type selection for print alongside social media image ad interest
• Campaign duration and payment method captured for scheduling and billing
• Special instructions, comments, and referral source fields for complete order context
• Every order stored as a complete, searchable record in a standard SharePoint list
• Extendable with automated order confirmation notifications and production workflow using Ultimate Forms
• Free for all Ultimate Forms customers, installed automatically with a single click

Built on standard SharePoint lists

The Advertising Order system is built entirely on standard SharePoint lists. There is no external data storage and no custom interface. All order records stay inside your SharePoint environment, governed by your existing permissions and data policies. The system can be extended or adapted at any time in the browser by the administrator who manages the site.