Campaign Journey in 7 Steps

What Is The Step By Step Process of a Digital Campaign at SoCast? IE: What Is The Sales Rep's Digital Campaign Journey?

When you sell digital, let's take a look at the typical journey of a sales person upon selling any digital campaign here at SoCast: 


The Steps of the Digital Campaign:



1- Fill out the CNA as best you can: you will find this like the blueprint to the success of booking your digital campaign as it’s like a creative order when writing a radio commercial!


2- Build your proposal with the info you got from the CNA in the SoCast Reach Dashboard. This proposal will not only build you a campaign with KPI’s to take back to your client, but it will also generate you a PPT proposal to go out and pitch to your client with Radio buy included. 


3- Create the IO: Once the client says "Book it!" you go to the IO (Insertion order) phase, wherein you submit the order to your manager to give you approval on the IO. Of note: due to the fact that the IO is an agreement that you (as the broadcaster) agree to pay for the advertising that SoCast will book for you, we at SoCast cannot approve an IO on your behalf.


4- Let's get CREATIVE! Just like a radio campaign, the creative is very important so we need to know if the client has creative assets or not (SoCast can help you to create assets, however if they have creative built already, this is where you’ll need to let us know - we can take the steps to build you creative - we have timelines for all these steps, so make sure to get informed about your client's creative needs as soon as possible.


5- Let's book the campaign, and let's make sure creative is in the platform, with the right file sizes and specs for the products you've chosen, and let SoCast help you to set it all up!


6- The campaign is running for 1 month or more, so sign into the dashboard and share your client’s report to provide an update to your client on how things are progressing. At this point, we may need to refine the campaign to deliver more or different results overall, (this is called optimizing the campaign)!


7- The campaign is ending soon or it has ended, and now you take a look at final reporting, and discuss with your client next steps: either to run the campaign further, or get going with a fresh new concept, with creative and targeting for a new proposal!