How Do I Create a New Advertiser in SoCast Reach for Sales Enablement?

How Do I Create a New Advertiser in SoCast Reach for Sales Enablement?

How Do I Create a New Advertiser in SoCast Reach for Sales Enablement?

Note: This process is typically completed by the salesperson.

Adding a New Advertiser

If you are building a campaign for a new advertiser, you will need to add them to SoCast Reach. Follow these steps:

  1. Fill in the Name of the advertiser.
  2. Provide the advertiser's website URL.
  3. Upload the advertiser's logo. Accepted formats are JPG, PNG, or GIF. Note: SVG files are not accepted.
  4. Select the Industry Segment (e.g., Automotive).
  5. Choose the Lead Sales Person for this account.
  6. Click Save and exit the tab.

Add New Advertiser Screenshot

Using the New Advertiser in a Proposal

  1. Return to the original tab where you are building a new proposal.
  2. You can now search for the advertiser you just saved in the system. Their URL should appear automatically.

Search Advertiser Screenshot

This ensures your new advertiser is available for campaign proposals and sales enablement within SoCast Reach.

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