SoCast Reach Sales Enablement: Generating An Insertion Order

This process is usually done by the sales person.

Once your campaign is created, you'll need to generate an insertion order.

Click on the 'mark sold and generate insertion order' button.

It will then be sent to a Sales Leader for approval.

At which point a Sales Leader can then approve and edit creative or approve and request booking update.

• Related Articles

• "Request Sales Assistance" Feature

  Stuck On A Sale? Get Instant Digital Help Empowering Radio Sales Teams with Digital Expertise We are excited to announce a new feature within SoCast Reach designed to elevate your digital sales game: the “Request Sales Call Assistance” button. This ...

• SoCast Reach Sales Reporting: Generating Delivery Reports For Advertisers

  This process is generally done by the Sales Person To access your campaign's Live Report, first make sure the "Campaign Stage" is "In Flight". A small graph icon should appear to the far right of the campaign in the dashboard; this is your Live ...

• SoCast Reach Sales Enablement: Generating A Proposal

  This process is usually done by the sales person. Once your campaign is ready, scroll up to the top of the campaign, and on the right hand side under "Campaign Actions", you will see a "Generate Proposal" button. Click this button to have a proposal ...

• SoCast Reach Sales Enablement: Creating A Campaign

  This process is usually done by the sales person. To create a campaign go to Advertising Campaigns > Campaigns > create new Campaign Information Select a Sales Person Select a Market Advertiser Information Select or manage your advertisers Schedule & ...

• SoCast Reach Sales Enablement: Creating An Advertiser

  This process is usually done by the sales person. If you are building a campaign for a new advertiser, you will need to "Add New Advertiser". Fill in the Name of the advertiser Provide the advertiser's website URL Provide the advertiser's logo (JPG, ...