How Do I Assign Campaign Managers to Channels in SoCast Reach Sales Management?

How Do I Assign Campaign Managers to Channels in SoCast Reach Sales Management?

How Do I Assign Campaign Managers to Channels in SoCast Reach Sales Management?

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This process is typically managed by the Sales Manager.

As a Sales Manager, you can assign specific Campaign Managers to individual channels or products within SoCast Reach. This ensures the right team members are responsible for managing and monitoring campaigns for each product or channel.

Where to Assign Campaign Managers

You can configure Campaign Managers for each channel or product by navigating to:

  • Advertising Campaigns > Campaign Settings > Products & Objectives > Products

How to Set Up Campaign Manager Email Notifications

To ensure Campaign Managers receive timely reminders and notifications (such as booking a campaign or setting up a delivery report), add their email address to the campaign_manager_email field. This can be set up for each product or channel, so notifications are sent only to the relevant Campaign Manager (for example, the manager responsible for video ads).

By assigning Campaign Managers and configuring email notifications, you can streamline your campaign workflow and ensure accountability for each channel or product.