How Do I Clone Line Items in SoCast Reach Sales Enablement?
How Do I Clone Line Items in SoCast Reach Sales Enablement?
This process is typically performed by the salesperson.
Once your campaign is created in SoCast Reach, you have the ability to clone multiple line items. Cloning line items can save time and help maintain consistency across your campaign. However, there are important considerations to keep in mind when cloning items:
Key Considerations When Cloning Line Items
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The latest default base rate is always used to generate new forecasts.
- This may result in a discrepancy between a cloned forecast and the original forecast if the rate was changed after the original forecast was created.
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Custom markups are always reset to their corresponding default markup values.
- The default markup is always used to generate new forecasts to ensure markups are applied intentionally and responsibly.
- This prevents specific discounts or deals from being unintentionally reapplied, which could result in revenue loss.
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Custom forecasts are always reset to default (empty) for line items without base rates available.
- This prevents outdated rates and performance metrics from being unintentionally reapplied, which could lead to revenue loss or conflicts with advertisers if actual performance differs from estimated performance.
By following these guidelines, you can efficiently clone line items in your SoCast Reach campaigns while ensuring accuracy and protecting your revenue.
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