How Do I Build a Proposal in the SoCast Reach Dashboard?

Overview

The SoCast Reach Proposal Builder lets you create, customize, and manage digital advertising proposals for your clients. Follow the steps below to build a proposal in the SoCast Reach Dashboard.

Step 1: Log In to SoCast

Go to admin.socastsrm.com and log in with your credentials.

Step 2: Gather Key Information

Before building a proposal, confirm the following with your management team:

• How many markets are we setting up ad accounts for?
• What time zone should each market be in?
• Which salespeople will be selling in each market? (Include full names and emails.)

Step 3: Access the Campaigns Dashboard

Click your Market (e.g., Ad Extension - Radio 88.8), select Advertising Campaigns, and then click Campaigns.

Step 4: Create a New Proposal or Campaign

• In the Campaigns section, click Add New.
• If you are building a campaign for a new advertiser, click Add New Advertiser.

Step 5: Enter Campaign Information

• Fill in the Advertiser Name, Website URL, and Logo (JPG, PNG, GIF; SVG files are not accepted).
• Select the Industry Segment (e.g., Automotive).
• Assign the Lead Salesperson for the account.
• Click Save, then close that tab.

Return to the original tab and search for the advertiser you just saved. Their URL should appear automatically. Add the Lead Salesperson and select the Market where the campaign is booked.

Step 6: Set Marketing Objectives

• Choose the Primary Goal (e.g., Awareness, Consideration, Conversion).
• Select the Secondary Goal (options vary based on your primary goal).
• Choose the Channel (e.g., Google Display Ads, Social - Facebook/Instagram, OTT/CTV Ads).

Step 7: Define the Target Audience

• Click Add Location to specify geo-targeted locations. You can add multiple locations as needed.
• Search by country, state/province, city, or ZIP/postal code.
• Optionally, set a radius around each location and click Apply Update.
• Remove locations by clicking Remove Location.
• Wait for the geo map to load before saving or generating a proposal.
• Set the Minimum Age and Maximum Age (optional) for your target demographic.
• Select Gender and Household Income ranges (optional).
• Choose Languages to target. If your preferred language is not listed, note it in the Additional Notes section.

The Estimated Population Range and Estimated Total Reach will auto-populate. You can customize these if needed.

Step 8: Select Audience Segments

• Choose Affinity Audiences that align with your ideal customer’s interests.
• Select Intent Audiences based on what your ideal customer is actively researching or planning to purchase. Note: Selecting more categories may increase CPM.

Step 9: Set Schedule and Budget

• Select the Start Date and End Date for the campaign.
• Enter the Total Net Budget (minimum media cost is $250.00 for the entire campaign).
• The Ad Extension - Broadcaster Markup should be set to 100% (or your agreed markup). Adjust only if approved by management and SoCast.

Step 10: Finalize Campaign Details

• Customize the Campaign Name if needed.
• Add any Additional Notes for the Operations team.
• Review the Campaign Forecast for estimated rates, impressions, clicks, and CTR%.
• Click Save to avoid losing your work.

Step 11: Generate a Proposal

• At the top right, under Campaign Actions, click Generate Proposal. This may take 10–30 seconds.
• The campaign will switch to the Proposal tab, where you will find a link to a Google Slides presentation of your proposal.
• Click the blue link below the proposal preview to open it in Google Slides. You can customize the presentation as needed (e.g., delete unnecessary pages, add client logos, or include key information).

Step 12: Cloning a Campaign

If a client wants to run multiple channels (e.g., Social Media Ads and Display Ads), use the Clone Campaign button. This copies all details into a new campaign, which you can then edit as needed (e.g., change channel, targeting, budget, or dates).

Step 13: Change Campaign Details

• To update campaign details, click Change Details under Campaign Actions. This puts your campaign back into Draft mode for editing.
• Click Save when done, then Update Proposal to generate a new proposal. Note: If you customized the original proposal in Google Slides, updating the proposal will replace the original. To keep the original, use Create a Copy under File in Google Slides.

Need Help?

If you have any issues building a proposal or need assistance, email adsupport@socastdigital.com with details so we can help you.