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Foundations

Part of Retail media for an England buyer: networks, formats and an entry decision

Retail media market entry checklist: evidence template

A retail media market entry checklist for documenting one retailer-controlled placement, recording evidence IDs and setting campaign release gates.

Use this retail media market entry checklist for one retailer-controlled placement and one advertiser brief. Mark each line PASS, FAIL or UNRESOLVED and attach an evidence ID.

What to take away

  • Booked, served, viewable, clicked, ordered, captured, returned and retained events are not synonyms.
  • A standards badge does not show the buyer has implemented the standard in practice.
  • A changed claim, price, placement, data purpose, supplier connection or reporting definition cancels the earlier decision.
  • Each specialist records PASS, FAIL or UNRESOLVED only for their own gate.

Define the exchange

  • The legal retailer or marketplace entity and its England operating connection are recorded.
  • The advertiser, agency, media owner, platform, data supplier and measurement party are distinguished.
  • The retailer can show authority over the exact on-site, off-site or in-store opportunity.
  • The format, location, eligible audience, campaign period and prohibited uses are explicit.

For example, an on-site sponsored placement on a grocery retailer's England website is one concrete inventory type this checklist covers.

IAB UK's retail media definition covers retailer or marketplace advertising space, data assets and in-store opportunities. It does not prove that the proposed party owns the inventory.

Fix the commercial and evidence units

  • The payable event, currency, VAT basis, period, quantity and cancellation terms are stated.
  • The viewable impression threshold is stated, for example 50% of pixels for one second for display and two seconds for video under the MRC guideline.
  • Supplier charges are separated from media spend, agency work and retailer labour.
  • Booked, served, viewable, clicked, ordered, captured, returned and retained events are not treated as synonyms.
  • Attribution assumptions and any causal claim have separate approval.

Use the current IAB Europe measurement standards as a definitions reference only. A standards badge would not demonstrate the buyer's implementation.

Protect the advert and shopping decision

  • Paid placement is recognisable in its actual context.
  • Every objective product, price and comparison claim has approved substantiation.
  • Mandatory charges and genuinely optional choices render correctly at the customer decision point.
  • A correction or withdrawal can reach every live placement.

The CAP Code separates recognition and misleading-advertising rules. The CMA's price-transparency page addresses mandatory charges, taxes and presentation. Qualified reviewers must apply the right scope to the actual communication.

Map data and access

  • Purposes, fields, sources, recipients, controller or processor positions and retention are documented.
  • Cookies, pixels, tags, scripts and other device operations have their own PECR decision record.
  • Refusal or withdrawal is tested with synthetic or authorised data and does not silently reappear downstream.
  • Staff and supplier access is least privilege, logged, reviewable and revocable.

The ICO's final storage and access technologies guidance supplies the current technology boundary. NCSC online-service guidance supports separate access, monitoring and incident evidence.

Test accessibility and exit

  • A named accessibility practitioner has defined customer and staff tasks across advert, controls and destination.
  • Accessible alternatives and support routes work without changing the commercial meaning.
  • The retailer can pause serving, remove access, export records, restore an isolated copy and delete data under approved rules.
  • Complaints, incidents and supplier failure have owners, containment steps and restart authority.

The government's service-provider disability guidance explains the Great Britain context for anticipating barriers and reasonable adjustments. It does not certify a specific advert or service.

Record the decision boundary

  • The release record names the exact campaign, creative, audience rule, inventory and system versions reviewed.
  • Each specialist records PASS, FAIL or UNRESOLVED only for their own gate.
  • Buyer thresholds and service expectations cite an approved contract or remain blank.
  • A recheck is triggered by a changed claim, price, placement, data purpose, supplier connection or reporting definition.

Worked example: an on-site sponsored placement gate for payable event definition is marked PASS. Evidence ID: ONSP-G3-20250612-01. The contract names served impression as the payable event and records the viewability threshold.

Evidence ID template: [INVENTORY]-[GATE]-[YYYYMMDD]-[VERSION]. Example: ONSP-G3-20250612-01.

Release record template: campaign ID, creative version, audience rule, inventory ID, system versions, gate results with evidence IDs, final decision (GO/REWORK/STOP), date, sign-off.

Record one final GO, REWORK or STOP decision for the exact version reviewed. A later change to inventory, claim, audience, technology, contract or measurement definition cancels that result and requires a new evidence check.

Before you act

ItemResultEvidence IDSign-off
Legal entity and England operating connection
Payable event, currency, VAT basis, cancellation terms
Refusal or withdrawal test
Accessibility practitioner and tasks
Pause serving and delete data capability
Final GO, REWORK or STOP decision

Common questions

What happens if a specialist gate fails?

Entry remains on hold if any specialist gate fails, whatever the proposed revenue. Each specialist records PASS, FAIL or UNRESOLVED only for their own gate, and the release record names the exact campaign, creative, audience rule, inventory and system versions reviewed.

Why is a standards badge not enough evidence?

The IAB Europe measurement standards are a definitions reference only, and a standards badge would not demonstrate the buyer's implementation. Attribution assumptions and any causal claim need separate approval, and booked, served, viewable, clicked, ordered, captured, returned and retained events must not be treated as synonyms.

When does a recorded decision need a recheck?

A recheck is triggered by a changed claim, price, placement, data purpose, supplier connection or reporting definition. A later change to inventory, claim, audience, technology, contract or measurement definition cancels the recorded result and requires a new evidence check for the exact version reviewed.

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