What Is the Step-By-Step Digital Campaign Process for Sales Reps at SoCast?
What Is the Step-By-Step Digital Campaign Process for Sales Reps at SoCast?
When you sell digital, here’s the typical journey for a sales rep when selling any digital campaign at SoCast.
Steps of the Digital Campaign
Fill Out the CNA: Complete the CNA as thoroughly as possible. Think of it as the blueprint for your digital campaign—similar to a creative order when writing a radio commercial.
Build Your Proposal in SoCast Reach: Use the CNA information to build your proposal in the SoCast Reach Dashboard. The tool generates campaign KPIs to take back to your client and creates a PPT proposal you can use for your pitch, with the radio buy included.
Create the IO (Insertion Order): Once the client says “Book it!”, move to the IO phase and submit the order to your manager for approval. Note: Because the IO is an agreement that you (the broadcaster) agree to pay for the advertising that SoCast will book for you, SoCast cannot approve an IO on your behalf.
Get Creative: Just like a radio campaign, creative is crucial. Confirm whether the client has creative assets. SoCast can help create assets if needed. If the client already has creative, let us know. We have timelines for these steps, so confirm your client’s creative needs as early as possible.
Book the Campaign: Ensure all creative is in the platform with the correct file sizes and specs for the products you selected. Let SoCast help you set everything up.
Share Performance Updates: As the campaign runs (typically one month or longer), sign into the dashboard and share your client’s report to provide updates on progress. We may refine the campaign to deliver better or different results—this is called optimizing the campaign.
Review Final Reporting and Plan Next Steps: As the campaign ends (or is about to end), review the final reporting and discuss next steps with your client—either extend the current campaign or launch a new concept with fresh creative and targeting for a new proposal.
Related Articles
What Is the SoCast Reach Digital Marketing Handbook?
What Is the SoCast Reach Digital Marketing Handbook? The SoCast Reach Digital Marketing Handbook is your comprehensive guide to the latest products, features, and processes for SoCast Reach. This resource is regularly updated to ensure you have ...How Does the "Request Sales Assistance" Feature in SoCast Reach Help Radio Broadcasters Succeed in Digital Sales?
How Does the "Request Sales Assistance" Feature in SoCast Reach Help Radio Broadcasters Succeed in Digital Sales? Empowering Radio Sales Teams with Digital Expertise We are excited to introduce a new feature within SoCast Reach designed to elevate ...How Do I Create a Campaign in SoCast Reach for Sales Enablement?
How Do I Create a Campaign in SoCast Reach for Sales Enablement? Note: This process is typically completed by a salesperson. Step 1: Access the Campaign Creation Tool Navigate to Advertising Campaigns > Campaigns > Create New to begin creating a new ...How Do I Create Campaigns in DSPs Using SoCast Reach?
How Do I Create Campaigns in DSPs Using SoCast Reach? This process is typically performed by the campaign manager. Introduction This guide provides step-by-step instructions for creating campaigns in DSPs using SoCast Reach. By following these steps, ...How Do I Manage Objectives and Channels/Products in SoCast Reach Sales Management?
How Do I Manage Objectives and Channels/Products in SoCast Reach Sales Management? This process is typically completed by the Sales Manager. As a Sales Manager, you have the ability to configure the list of products and objectives for all campaigns ...