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?
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.
If the sales person has approval permission: (Typically for Sales Leaders or Enterprise roles) They can review and approve the insertion order directly within the platform, allowing the campaign to proceed immediately.
If the sales person does not have approval permission: They must click the Request Approval button for the designated insertion order Approver (typically for Sales Leaders or Enterprise roles) to receive a notification that an insertion order is awaiting approval. The Approver must then log in, review the insertion order, and approve it before the campaign can move forward.
- 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.
For more info on setting up approvals for campaigns, under "Selling Campaigns" section, in ""