How Do I Generate an Insertion Order in SoCast Reach Sales Enablement?

How Do I Generate an Insertion Order in SoCast Reach Sales Enablement?

This process is typically completed by a salesperson.

Once your campaign is created in SoCast Reach, you will need to generate an insertion order to proceed with the sales process. Follow these steps:

Steps to Generate an Insertion Order

1. After creating your campaign, click the Mark Sold and Generate Insertion Order button.
2. The insertion order will be sent to a Sales Leader for approval.
3. The Sales Leader can then:
   • Approve and edit the creative, or
   • Approve and request a booking update.

Once approved, your insertion order will be ready for the next steps in your campaign workflow.

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