- Log into Juice and select Sales.
This presents a filter search window.
- Depending upon the requirements, click Static or Digital avails, or Static Pack or Digital Packs. Enter search criteria and click Search.
- Enable the check boxes next to the assets to be added to the proposal. Click the
icon then Add to Cart.
- Click the
button to select New Campaign.
This presents the New Campaign dialogue box.
- Enter the following Mandatory information:
This is where the campaign's fundamental parameters are set.
- Campaign Name – Name the proposal or campaign.
- Account Executive – Select an account executive to manage the campaign.
- Contract Number – A contract number must be assigned (this can be automatic at some customers).
- Content Type – Select the content type from the drop down menu: advertising or editorial.
- Division – Select a division responsible.
- Campaign Type – Choose new or renewal.
Scroll down to edit the purchase type and booking types if necessary.
- Click Save and set Up billing.
This presents the Billing Schedule dialogue box.
- Enter the following Mandatory information:
- Billing Schedule Template – Choose a billing schedule from the drop down menu. The options available will be different for each Broadsign Ayuda customer.
- Contact – Choose the person at the agency or advertiser to whom the invoice must be sent.
- Customer – Identify the agency or advertiser from the configured list of customers in your Broadsign Ayuda instance.
- Address – Choose the address where the invoice must be sent.
- Click Save changes.