How Do I Create a Campaign in SoCast Reach for Sales Enablement?
How Do I Create a Campaign in SoCast Reach for Sales Enablement?
Note: This process is typically completed by a salesperson.
Step 1: Access the Campaign Creation Tool
Navigate to Advertising Campaigns > Campaigns > Create New to begin creating a new campaign.
Step 2: Enter Campaign Information
- Select a Salesperson.
- Select a Market.
Step 3: Add Advertiser Information
- Select or manage your Advertisers.
Step 4: Set Schedule & Budget Information
- Provide and schedule the Budget for this campaign.
Step 5: Define Marketing Objectives
- Enter the Marketing Objectives for this campaign.
Step 6: Build the Media Plan
- Provide the Media Plan for this campaign.
Step 7: Enter Campaign Details
- Provide any additional details for this campaign.
- Campaign Name: The campaign name is automatically generated by default. You can customize it by typing in the field.
- Additional Notes: Add any relevant notes for this campaign.
- Review additional campaign details such as the ID, Salesperson, and Market selected.
Once all required information is entered, your campaign will be ready for review and activation.
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