Intermediate

IO: Insertion Order

Also known as: IO, Ad Insertion Order

What is IO: Insertion Order?

An Insertion Order is the binding order document a broker and a media partner sign before a paid campaign goes live. It locks the commercial terms in writing: the payout model (CPA, CPL, RevShare or hybrid), the rates, the geos, the flight dates, the budget cap and the reporting cadence.

Key takeaways
  • The IO is the binding order that locks a campaign's rate, geos, cap and dates in writing
  • Sign it before spending a dollar on media, not after
  • It usually sits under a broader MSA and activates one specific campaign
  • Blank cap, clawback and reporting fields are where disputes are born
  • It survives staff turnover, protecting the rate an affiliate manager promised

How it works

An Insertion Order converts a verbal or chat-based deal into an enforceable order for one campaign. The broker's partnership team (or a large partner) drafts a short document naming the payout model, the exact CPA/CPL/RevShare rate, the eligible geos, the flight dates, the budget or conversion cap and the reporting cadence. Both sides sign it before traffic goes live.

Because the IO references the umbrella MSA for legal terms, it stays lightweight and campaign-specific. Once signed, it is the reference the platform's payout figures are checked against: if the tracked rate drifts from the IO, the signed document wins and the payout is corrected. That is why fronting ad spend without a signed IO leaves a media buyer with no proof of the agreed rate.

  1. Agree headline terms

    Broker and partner settle the model, rate, geos, cap and dates verbally or in a deal memo.

  2. Draft the IO

    The partnership team writes the terms into a short-form order that references the MSA.

  3. Fill every clause

    Complete the cap, clawback, reporting-cadence and flight-date fields rather than leaving them blank.

  4. Both parties sign

    Each side signs before any media spend begins.

  5. Launch the campaign

    Traffic goes live only once the executed IO is on file.

  6. Reconcile against the IO

    Check platform payouts against the signed rate and correct any drift.

Why it matters for partnership: The IO is what turns a verbal deal into an enforceable one. For a media buyer or large affiliate, it is the single document that protects the agreed CPA if the broker's affiliate manager later leaves. Without a signed IO, a partner who fronts real ad spend has no proof of the rate they were promised.

Real World Example

A media-buying team agrees to send FTDs to a broker at a $400 CPA for Tier-1 traffic, capped at 200 conversions per month. Before spending a dollar on ads, both sides sign an IO stating exactly that. When the broker's platform later shows the rate as $350, the partner points to the signed IO and the payout is corrected.

IO vs MSA vs SOW
Document Binding Scope
Insertion Order Yes One specific paid campaign's commercial terms
Master Service Agreement Yes The whole ongoing legal relationship
Statement of Work Yes Deliverables and timeline of a project engagement

Pro Tip

Always get the IO signed before you spend on media. Verbal or chat-only rate promises evaporate the moment the affiliate manager changes.

Common Pitfalls

Treating the IO as a formality and skipping the cap, clawback and reporting-cadence clauses. Those blank fields are exactly where disputes happen.

FAQ

Is an Insertion Order the same as a contract?

It is a short-form binding order that usually sits under a broader Master Service Agreement; together they form the contract for that campaign.

Who issues the IO?

Usually the broker's affiliate/partnership team drafts it, but a large partner can send their own.