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
- After creating your campaign, click the Mark Sold and Generate Insertion Order button.
- The insertion order will be sent to a Sales Leader for approval.
- 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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