How Do I Share Campaign Delivery Reports in SoCast Reach?

SoCast Reach provides two main ways to share campaign delivery reports with your advertisers. Setting up email notifications and sharing these reports helps maintain transparency and keeps your advertisers informed about their campaign performance.

Ways to Share Delivery Reports

1. Print a PDF: Generate and print a PDF version from the live delivery report. You can then email this PDF directly to your advertiser.
2. Generate a Google Slides Presentation: Create a Google Slides presentation from the live delivery report. The presentation link is automatically emailed to the salesperson, and you can optionally have it sent directly to the advertiser as well.

Setting Up Automated Delivery Report Presentations and Notifications

You can schedule the automatic generation of delivery report presentations and extend these notifications to your advertisers. This ensures everyone receives the most up-to-date information.

Company-Level Configuration

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.

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

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.

Note: This is optional. When enabled, delivery report presentations will be automatically generated for all campaigns in the current account. Changes here override the default company configuration.

Campaign-Level Configuration

For granular control, 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.

Note: This is optional. When enabled, the delivery report presentation will be automatically generated for this specific campaign. Changes here override the default account configuration.

Configuring Automatic Advertiser Email Notifications (Optional)

SoCast Reach 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 for maximum control.

Campaign-Level Configuration

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.

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. Changes here override any default account or company configuration.

Company-Level Configuration

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

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.

Account-Level Configuration

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

Note: This is optional. When enabled, an email will be automatically sent to the provided advertiser emails for all campaigns in the current account. Changes here override the default company configuration.

Setting Up Advertiser Email Addresses

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

Default Advertiser Emails

Set up default email addresses for your advertisers, which will 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) in the Emails to Notify section. You can add multiple emails if needed.

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 can also set or override advertiser emails for individual campaigns. This is 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 is 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.

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

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

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