Build a Proposal

Once you have opened the Proposal Builder, you can enter some details to add a proposal to your network.

Tip: You must at a minimum enter a name before you can save the proposal.

A proposal can contain any number of packages, screens, and faces. Each selection is called a proposal item.

To build a proposal:

  1. Open the Proposal Builder by using one of the methods in Access the Proposal Builder.
  2. This creates a blank proposal.

  3. Enter a name for the proposal (required before you can save it). Then, enter your client's information. See Proposal Name and Client Info.
  4. If applicable, create goals to be shared between proposal line items in the Set Shared Goals section. See Set Goals.
  5. Note: Shared goals apply to digital screens.

  6. If applicable, select exclusions that allow you to block screens from being selected in proposals that have unmatched category exclusions in the Category Exclusions section. See Category Exclusions.
  7. Create proposal items by selecting packages, individual digital screens, or individual static faces. See Select Inventory.
  8. If you have selected Select Screens Dynamically, specify the number of screens to use from the Pool of available screens via the Screens drop-down menu.
  9. You must also define the Pool of screens the campaign can be automatically allocated to. Select or deselect screens to include in the Pool of screens via a combination of filtering criteria and/or manual selection.

    See Select Screens Dynamically.

  10. If you want to use associated overall shared goals for your selection, enable the Use Shared Goal option in the screen inventory list. Then, select one of the predefined shared goals in the Use Shared Goal drop-down menu.

  11. Note: You can use shared goals only when clicking Select Screens Manually.

    See Shared Goal for more information.

    Note: Proposal items that use the same shared goal cannot use the same screens at the same time. If this is the case, an Overlap label is displayed next to the Flight calendar and you will be unable to save the proposal item. See Overlapping Proposal Items for more information.

  12. Configure the ad flight information. See:

  13. Click the Apply & Update button.
  14. Note: Proposal items that use the same shared goal cannot use the same screens at the same time. If this is the case, an Overlap label is displayed next to the Flight calendar and you will be unable to save the proposal item. See Overlapping Proposal Items for more information.

  15. Upload a picture that will appear in your proposal PDF (sometimes called the "hero shot"). See Proposal Description and Picture Uploader.

  16. Enter a price for the proposal (you can use the suggested price, based on your rate cards, as a guide). See Proposal Price.
  17. Add a proposal description (that will appear in the proposal PDF).
  18. Select one of the following options:
    • Delete: Deletes your progress from your domain. You will be unable to retrieve your work.
    • Done: Saves the proposal. Considered an "explicit" save of your changes.
    • Hold: Holds the proposal for the number of days specified in the Domain Settings in the Proposal hold expires at field (see Proposal hold expires at).
    • If your Admin has enabled the Proposal Hold Approval feature, you do not have the permission to reserve inventory without approval. Your hold request will be sent for approval. The user with the hold/renew request approval privilege will need to approve or reject the hold request before the inventory is reserved.

      For more information on proposal holds, see About Inventory Holds.

    • Submit for booking: Submits your proposal to your scheduling team for booking.
  19. Hold a proposal or submit it for booking.
  20. When holding a proposal or submitting a proposal for booking, Broadsign Direct performs an availability check with the screens, faces, or packages that you have selected.

  21. If screens are partially available, click the See blocking proposals link in the availability check window to see the list of proposals that are already booked on them.
  22. Click Hold or Book in the availability check window, depending on the action that you are performing.
  23. When holding a proposal or submitting a proposal for booking that has a shared goal, there is a visual indication that shows whether the goal can be reached. The shared goal must be achievable and all inventory in the proposal items contributing to the goal must not be completely unavailable in order to proceed with the hold or book.

    If a proposal has both shared goal and stand alone proposal items:

    • Proposal items that share the same goal are held or booked as a unit.
    • Independent proposal items are held or booked as usual.

    Tip: If the Book, Hold or Request Hold buttons are not available, that may be because your admin has prevented users from reserving inventory when there is partial availability. You can click the See blocking proposals link to view which proposals have partial availability. See Blocking Proposal Items Window for more details.

    When a proposal is booked and managed by Broadsign Direct, it is converted to individual campaigns in Broadsign Control. If you generate the Campaign Performance Report in Broadsign Control, you will see that the report currently does not take into account the Broadsign Direct way of handling goal delivery (e.g. per-screen saturation changes). The planned repetitions and the allocation of impressions do not come from Broadsign Direct. For more information, see Campaign Performance Report in the Broadsign Control documentation.