How to Share Campaign Delivery Reports?

There are two ways for sharing campaign delivery reports with your advertisers directly from the SoCast Reach platform. Properly setting up email notifications and sharing these reports helps maintain transparency and keeps your advertisers informed about their campaign performance.

Sharing Delivery Reports

SoCast Reach offers two ways to deliver campaign performance updates:

Setting Up Automated Delivery Report Presentations and Notifications

To ensure you receive the most up-to-date information, you can schedule the automatic generation of delivery report presentations. You then have the option to extend these automatic notifications to your advertisers.

Setting Up Automated Delivery Reports

These settings are how your campaign delivery reports will be automatically generated.

Company-Level Configuration

You can set up automatic presentation generation for all campaigns across your company by default.

1. Navigate to Advertising Campaigns > Campaign Settings.
2. Select Configure Company Delivery Reports.
3. Enable "Automatic Presentation Generation."

1. Note: This is optional. When enabled, delivery report presentations will be automatically generated according to the selected schedule for all campaigns across the company.

Account-Level Configuration

You can also schedule automatic presentation generation for all campaigns within a specific account, overriding company-wide settings.

1. Navigate to Advertising Campaigns > Campaign Settings.
2. Select Configure Account Delivery Reports.
3. Enable "Automatic Presentation Generation."

1. Note: This is optional. When enabled, delivery report presentations will be automatically generated according to the selected schedule for all campaigns in the current account. Any changes made here will override the default company configuration.

Campaign-Level Configuration

For granular control, you can schedule automatic presentation generation for individual campaigns, overriding both company and account-level settings.

1. Navigate to Advertising Campaigns > Campaigns.
2. Click Edit Campaign for the desired campaign.
3. Go to the Delivery tab.
4. Enable "Automatic Presentation Generation."

1. Note: This is optional. When enabled, the delivery report presentation will be automatically generated according to the selected schedule for this specific campaign. Any changes made here will override the default account configuration.

Configuring Automatic Advertiser Email Notifications (Optional)

The SoCast Reach platform allows you to set up automatic email notifications to advertisers whenever a new delivery report presentation is generated. We recommend enabling these notifications at the campaign level, allowing you to manage touchpoints with advertisers.

Campaign-Level Configuration

For maximum control, you can enable automatic notifications for individual campaigns, overriding both company and account-level settings.

1. Navigate to Advertising Campaigns > Campaigns.
2. Click Edit Campaign for the desired campaign.
3. Go to the Delivery tab.
4. Enable "Automatic Presentation Notifications to the Advertiser."

1. Note: This is optional. When enabled, an email will be automatically sent to the provided emails for this specific campaign whenever a new delivery report presentation is generated. Any changes made here will override any default account or company configuration.

Company-Level Configuration

You can enable automatic notifications for all campaigns across your entire company by default.

1. Navigate to Advertising Campaigns > Campaign Settings.
2. Select Configure Company Delivery Reports.
3. Enable "Automatic Presentation Notifications to the Advertiser."

1. Note: This is optional. When enabled, an email will be automatically sent to the provided advertiser emails for all campaigns across the company whenever a new delivery report presentation is generated (whether automatically or manually).

Account-Level Configuration

You can also configure automatic notifications for all campaigns within a specific account, overriding the company-wide settings if needed.

1. Navigate to Advertising Campaigns > Campaign Settings.
2. Select Configure Account Delivery Reports.
3. Enable "Automatic Presentation Notifications to the Advertiser."

1. Note: This is optional. When enabled, an email will be automatically sent to the provided advertiser emails for all campaigns in the current account whenever a new delivery report presentation is generated. Any changes made here will override the default company configuration.

Setting Up Advertiser Email Addresses

To make sharing Google Slides reports with your advertisers simpler, you can set up their email addresses in a few places within SoCast Reach.

Default Advertiser Emails

You can set up default email addresses for your advertisers, which will then be used for all campaigns associated with that advertiser.

1. Navigate to Advertising Campaigns > Advertisers.
2. Click Edit Advertiser for the relevant advertiser.
3. Enter the advertiser's email address(es) to the “Emails to Notify” section. You can add multiple emails if needed.

1. Note: This step is optional. If configured, these emails will be used by default for all campaigns under this advertiser.

Campaign-Specific Advertiser Emails

You also have the flexibility to set or override advertiser emails for individual campaigns. This is particularly useful for campaigns requiring unique contacts.

1. Navigate to Advertising Campaigns > Campaigns.
2. Click Edit Campaign for the desired campaign.
3. Go to the Delivery tab. (This tab becomes available when the campaign is in a 'Delivery' phase, such as 'Awaiting Booking', 'Ready for Flight', or 'In Flight'.)
4. Enter the advertiser's email address(es) for this specific campaign in “Edit Presentation Options”. You can add multiple emails if needed.

2. Note: This is optional. Any emails entered here will override the default advertiser emails set at the advertiser level for this campaign.
3. When you use the 'Email' button in the list of generated presentations, the emails provided here will be notified.

By effectively utilizing the various options for configuring advertiser emails and automating presentation delivery, you can ensure your clients are consistently informed about their campaign performance with minimal manual effort.

For any further assistance or if you have questions about optimizing your delivery report settings, please contact the SoCast Support team.