Search
Clear search
Close search
Google apps
Main menu
true

This help center content is for DFP sales management, which might not be enabled in your network.

Notifications for DFP sales management

This article covers:

Types of notifications

There are two types of notifications to let you know about important events.

  • DFP notifications

    Generated by DFP as a result of system events.

    These include errors, warnings, and DFP alerts that appear in the user interface. They also include email messages that DFP generates and sends.

  • Workflow notifications

    Generated by your network as a result of workflow rules.

    Workflow rules are created by a DFP administrator and are specific to your network. These rules can trigger custom errors, warnings, and DFP alerts that appear in the user interface. They can also include custom email notifications.

    Custom errors and warnings occur before submitting a proposal. Custom email notifications and DFP alerts occur after submitting a proposal. The messages you see in custom workflow notifications are authored by your DFP administrator and not DFP itself.

How to set notifications

You can determine how often to get email notification on your user settings page, either as a daily summary or immediately as events occur. If your work is time sensitive, best practice suggests you receive notifications immediately.

To set email notifications and frequency:

  1. Click the settings icon in the upper right (Gear-shaped settings icon).

  2. Select Settings from the drop-down menu.

  3. On your user setting page, under “Email notifications”, select System notifications and how frequently you'd like to get emails. The Daily digest option provides a daily summary of notifications while Individual emails sends email notifications immediately as events occur.

An administrator can change a user's email settings by editing the user's profile. Below are the different types of DFP notification you can receive.

Proposal notifications

Users associated with a proposal receive an email notification when a proposal needs approval, has been rejected, has been archived, or when inventory will be released or has been released (as a result of a workflow rule).

Notification Recipients
Proposal needs approval Approvers assigned in the "Request approval" rule in workflow.
Proposal rejected Users assigned as primary/secondary salesperson, or sales​ ​planner​ ​of the proposal​; and the proposal creator.
Inventory will be released 1 Users assigned as primary/secondary salesperson, or sales planner.
Inventory was released 2 Users assigned as primary/secondary salesperson, or sales planner.
Proposal archived 3 Proposal creator; or users assigned as primary/secondary salesperson, sales planner, or primary/secondary trafficker of the proposal.

1. Notification prior to inventory being released due to a workflow rule created in your network.
2. Notification after inventory was released due to a workflow rule created by your network.
3. Notification does not occur when archiving a proposal whose corresponding line items have completed delivery.

Programmatic notifications

As a DFP network using DFP programmatic sales management, DFP generates several more kinds of notifications.

The phrase "Proposal name" stands in for the actual proposal name, and "Buyer name" stands in for the actual buyer name.

Notification Recipients
The proposal Proposal name has been initiated by the buyer Account level email addresses. Learn more.
Buyer name has proposed changes to the proposal Users assigned as primary salesperson, primary trafficker and seller contact
Buyer name has accepted the proposal Users assigned as primary salesperson, primary trafficker and seller contact
Creatives uploaded by Buyer name Users assigned as primary salesperson, primary trafficker and seller contact.
The proposal Proposal name has been paused by the buyer Users assigned as primary salesperson, primary trafficker and seller contact.
The proposal Proposal name has been resumed by the buyer Users assigned as primary salesperson, primary trafficker and seller contact.
Buyer has terminated the proposal Proposal name Users assigned as primary salesperson and seller contact

Reconciliation notifications

DFP notifies you when certain events occur during reconciliation if you are assigned to a proposal.

Notification Description Recipients
Month is ready A billing cycle is ready to be reconciled. Users assigned as Sales planner, Primary trafficker, or Secondary trafficker.
Month is reconciled All orders in billing cycle have been reconciled. Users assigned as Sales planner, Primary trafficker, or Secondary trafficker.
Month retracted All orders in billing cycle have been have been reopened for further modification. Users assigned as Sales planner, Primary trafficker, or Secondary trafficker.
Order reconciled Reconciliation for an order within a billing cycle has been completed and submitted. Users assigned as Sales planner, Primary trafficker, or Secondary trafficker.
Order retracted

An order in billing cycle (that was previously completed and submitted) has been reopened for further modification.

Downstream activities, which depend on a completed reconciliation, could be halted until all orders in a billing cycle are completed and submitted.

Users assigned as Sales planner, Primary trafficker, or Secondary trafficker.
Was this article helpful?
How can we improve it?