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Ads Credit Requests

Required fields are marked with an asterisk

CREDIT ADJUSTMENT will appear as a line item on an invoice. CREDIT NOTE will be issued as a separate document to the client. Both types of credits will adjust the budget for the campaign.

*only if requesting for credit notes. Field format: "IN-12345"

Provide account ID from One Platform. Input one account ID

Enter the name of the campaign exactly as it appears in OP. Campaign name will appear on the invoice

*only input numeric value

Link to HubSpot deal credit page with approvals

Enter name or email...

CREDITS UP TO $100k - select Cal Donnelly (Strategic Key Accounts), Ashley Firmstone (Enterprise - CS), or Mike Griffin (Enterprise - BD, Channel) // ENTERPRISE (BD, CS INTL, CHANNEL) CREDITS FROM $100k to $250k - select Craig Galvin // ALL OTHER CREDITS ABOVE $100k AND UP TO $1M - select Elizabeth Buchanan.

Request amount for the campaign specified above for the current month only. Separate credit tickets will need to be submitted for each campaign and invoice month.


Ensure the calculations are done in the correct timezone (e.g., the same timezone as the Rokt legal entity of the account). Include billing variables & commercial lever terms (i.e. # of referrals, floor amount, etc) if applicable.

Provide any relevant information to help Finance understand the reasoning behind the request