How Do I Mark a Campaign as Sold and Approve the Insertion Order in SoCast Reach?

Follow these steps to mark a campaign as sold and approve the insertion order in SoCast Reach.

Log in to SoCast Reach.
Navigate to your campaign dashboard.
Select the campaign you want to update.
Click the "Mark the Campaign As Sold" button. This automatically switches the proposal to the "Insertion Order" page.
On the "Insertion Order" page, you can print the insertion order for your records or provide a copy to your client. The insertion order displays estimated monthly billing amounts and total forecasted deliverables.
Once the insertion order is approved, the campaign can be scheduled to go live.

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How Do I Mark a Campaign as Sold and Approve the Insertion Order in SoCast Reach?

How Do I Mark a Campaign as Sold and Approve the Insertion Order in SoCast Reach?

How Do I Mark a Campaign as Sold and Approve the Insertion Order in SoCast Reach?

Related Articles

How Do I Generate an Insertion Order in SoCast Reach Sales Enablement?

How Do I Set Up and Use Insertion Order Approvals in SoCast Reach?

How Do I Transfer the Remaining Budget From an Ending SoCast Reach Campaign to a New Campaign?

What Is the SoCast Reach Digital Marketing Handbook?

How Do I Change the Start Date of a Campaign in SoCast Reach?