> For the complete documentation index, see [llms.txt](https://adly-news.gitbook.io/adly.news-docs/llms.txt). Markdown versions of documentation pages are available by appending `.md` to page URLs; this page is available as [Markdown](https://adly-news.gitbook.io/adly.news-docs/03-businesses/05-managing-bookings.md).

# Managing Bookings

Once you've booked an ad slot or your bid has been accepted, you'll have bookings to manage. This guide explains how to track and manage your newsletter advertising bookings.

## Accessing Your Bookings

### Navigate to My Bookings

1. Click **My Bookings** in the sidebar
2. You'll see a list of all your bookings

## Understanding Booking Information

### What You'll See

Each booking card shows:

| Information        | Description                   |
| ------------------ | ----------------------------- |
| **Title**          | Your campaign/ad title        |
| **Newsletter**     | Which newsletter the ad is in |
| **Logo**           | The newsletter's branding     |
| **Scheduled Date** | When the ad will run          |
| **Price**          | Amount you paid               |
| **Status**         | Current booking status        |

### Viewing Booking Details

Click **View Details** on any booking to see:

* Complete creative assets
* Newsletter information
* Status timeline
* Communication options

## Booking Statuses

| Status              | Description                       | Your Action          |
| ------------------- | --------------------------------- | -------------------- |
| **Pending Payment** | Booking created, awaiting payment | Complete payment     |
| **Confirmed**       | Payment received, ad scheduled    | Wait for publication |
| **Completed**       | Ad has been published             | Review results       |
| **Cancelled**       | Booking was cancelled             | None required        |

### Status Flow

```
Pending Payment → Confirmed → Completed
                     ↓
                 Cancelled (if cancelled)
```

## What Happens at Each Stage

### Pending Payment

Your booking is created but not yet paid:

1. Payment was interrupted or incomplete
2. Return to complete the payment process
3. Booking is held temporarily

**Action:** Complete your payment to confirm the booking.

### Confirmed

Your ad is scheduled:

1. Payment has been received
2. Newsletter owner has your creative assets
3. Ad will be included on the scheduled date

**Action:** Wait for the scheduled date. Monitor for any messages from the newsletter owner.

### Completed

Your ad has been published:

1. The booking was automatically marked complete after the scheduled date
2. The ad has gone out to subscribers
3. Track your results

**Action:** Review your campaign performance. Consider future bookings.

### Cancelled

The booking was cancelled:

1. Either party cancelled before publication
2. Refund processed if applicable
3. No further action needed

## Managing Individual Bookings

### Viewing Creative Assets

In booking details, see what you provided:

| Asset     | Description         |
| --------- | ------------------- |
| **Image** | Your ad image       |
| **Title** | Ad headline         |
| **Copy**  | Ad body text        |
| **CTA**   | Button text and URL |

### Checking Status

Booking details show:

* Current status with visual indicator
* Key dates (created, confirmed, scheduled)
* Any additional notes

### Communicating with Newsletter Owner

If you need to contact the newsletter owner:

1. From booking details, access messaging
2. Or go to **Messages** in the sidebar
3. Find the relevant conversation
4. Send your message

## Communication Best Practices

### What to Communicate

| Topic                  | When                            |
| ---------------------- | ------------------------------- |
| **Creative questions** | Before scheduled date           |
| **Asset updates**      | If you need to change something |
| **Confirmation**       | After your ad has run           |
| **Feedback**           | After campaign completion       |

### When to Reach Out

* Questions about the newsletter or audience
* Technical issues with your creative
* Rescheduling needs
* Post-publication feedback

### Communication Tips

* Be professional and courteous
* Be clear about what you need
* Respond promptly to their messages
* Keep communication on the platform

## Tracking Your Results

### After Publication

When your ad is marked complete:

1. Check your analytics
2. Review traffic from the CTA link
3. Track conversions

### Using UTM Parameters

Track results by adding UTM parameters to your CTA URL:

```
https://yoursite.com/landing?utm_source=newsletter&utm_medium=email&utm_campaign=newsletter_name
```

This lets you identify traffic from each newsletter.

### Metrics to Track

| Metric              | What It Shows                    |
| ------------------- | -------------------------------- |
| **Clicks**          | How many people clicked your CTA |
| **Conversions**     | Sign-ups, purchases, etc.        |
| **Traffic quality** | Time on site, bounce rate        |
| **ROI**             | Return on your ad spend          |

## Managing Multiple Bookings

### Organizing Your Schedule

If you have multiple bookings:

1. View all in **My Bookings**
2. Check the **Calendar** for a visual schedule
3. Track by newsletter, date, or status

### Comparing Performance

After bookings are complete:

* Compare click rates by newsletter
* Track conversion rates
* Identify top performers
* Plan future bookings accordingly

## Handling Issues

### Creative Issues

If the newsletter owner has questions about your creative:

1. Check **Messages** for their inquiry
2. Respond promptly
3. Provide updated assets if needed

### Scheduling Issues

If you need to reschedule:

1. Contact the newsletter owner via messaging
2. Discuss alternative dates
3. Changes depend on their availability

### Cancellations

If you need to cancel:

1. Contact the newsletter owner first
2. Discuss cancellation options
3. Cancellation policies vary
4. Refunds handled through the platform

## Booking from Campaigns

### Campaign Application Approved

When a newsletter applies to your campaign and you approve:

1. A booking is created
2. You may need to provide creative assets
3. Payment is processed
4. Standard booking flow continues

### Multiple Campaign Bookings

If you approve multiple applications:

* Each is a separate booking
* Track all in **My Bookings**
* Manage as individual bookings

## CPL Bookings

### How CPL Bookings Differ

CPL (Cost Per Lead) bookings have a different workflow from fixed-rate bookings:

1. **Max payout escrowed** — When you approve a CPL application, the max payout amount is charged and held in escrow
2. **Lead capture active** — After the newsletter publishes your ad, a branded lead capture page collects leads
3. **4-day collection window** — Leads are counted for 4 days after the newsletter post is published
4. **Actual payout calculated** — Your final cost is `leads × cost per lead`, capped at the max payout

### Viewing Leads

For CPL bookings, the booking detail page shows:

| Information       | Description                        |
| ----------------- | ---------------------------------- |
| **CPL Rate**      | The cost per lead for this booking |
| **Total Leads**   | Number of leads captured so far    |
| **Earned Amount** | Current calculated payout          |
| **Max Payout**    | Maximum the newsletter can earn    |
| **Leads Table**   | Individual lead details            |

### Exporting Leads

You can export all leads for a CPL booking as a CSV file:

1. Go to the booking detail page
2. Click the **Export CSV** button in the Leads section
3. The CSV includes name, email, phone, and custom field responses

## Common Questions

### When will I know if my ad was published?

The booking is automatically marked as complete after the scheduled publication date. You'll see the status change and may receive a notification.

### Can I get a refund if the ad doesn't perform well?

Performance isn't guaranteed. Refunds are typically only for non-delivery or significant issues. Review the platform's refund policy.

### How long does a booking stay in "Pending Payment"?

If you don't complete payment, the booking may expire. Return promptly to avoid losing your selected date.

### Can I book the same newsletter again?

Yes! If you had a positive experience, book again or reach out about ongoing partnerships.

### What if the newsletter owner doesn't publish my ad?

Contact them via messaging first. If issues aren't resolved, contact platform support.

### How do I know which newsletters perform best?

Track results using UTM parameters. Compare metrics across bookings to identify top performers.

## Best Practices

### Stay Organized

* Check **My Bookings** regularly
* Respond to messages promptly
* Keep creative assets ready for future bookings

### Track Everything

* Use unique tracking links for each booking
* Measure results systematically
* Document what works

### Build Relationships

* Thank newsletter owners for good experiences
* Consider repeat bookings with top performers
* Provide constructive feedback

### Plan Ahead

* Book well in advance for important dates
* Have creative ready before booking
* Consider seasonal timing

## Next Steps

* View your schedule in the [Calendar](/adly.news-docs/03-businesses/07-calendar.md)
* Communicate via [Messages](/adly.news-docs/03-businesses/06-messages.md)
* Manage [Payments](/adly.news-docs/03-businesses/08-payments.md)
* Consider [Creating Campaigns](/adly.news-docs/03-businesses/04-creating-campaigns.md) for scaling


---

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