The campaign PDF is the document you send to your clients. Whether responding to a Request for Proposal or prospecting for business, your campaign PDF is your client-facing tool.
Customize Campaign PDF
Guaranteed Campaigns
Campaign PDFs can include the following information:
- Your terms and conditions. See Submit your Company Information to Broadsign.
- Graphics, for example, logo or images of screens, and a campaign accent color. See Configure your Domain.
Note: The campaign PDF will not include preemptible line items. See About Preemptible Line Items for more details.
On this page, we will look at a few aspects of the campaign PDF:
- How to generate the PDF and what details are required.
- Review the parts of the PDF.
Note: Though the main task of Direct Sales, all other roles in the Guaranteed Campaigns module can create campaigns. See User Permissions.
Before you can generate a campaign PDF, you will need to do a few things:
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Give your campaign a name. Without a name, you will be unable to generate the PDF.
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If you want to create a PDF for an existing campaign, click the campaign name to edit it (see Edit a Guaranteed Campaign).
Next, we will generate the campaign PDF to review its parts.
To generate a PDF to send to our potential client, we will need to edit the campaign.
Note: Most of the information that appears on the campaign PDF comes from information you enter in the Campaign Builder.
To generate a PDF:
Guaranteed Campaigns
- On the main Guaranteed Campaigns page, find your campaign and click its name.
- In the top-right corner of the campaign, click Download PDF.
A dialogue box appears that provides details about screen availability. If you want, you can return to the Campaign Builder to edit your package or screen selections.
For more information, see Availability Check Feature.
- Click Download.
- Open the PDF and review the details. If you feel the campaign is ready, send it to your potential client for approval.
The Guaranteed Campaigns module saves the PDF to your system.
