Campaigns
Campaigns is a streamlined version of Operations for your sales team. It streamlines the process of creating, managing, and executing out-of-home advertising campaigns, making it easier for sales teams and advertisers to collaborate effectively. It provides a structured workflow for campaign creation and management, from proposal generation to campaign execution.
- Creating Proposals – Sales users can initiate the campaign process by creating proposals in Campaigns. These proposals outline the details of the advertising campaign, including target locations, dates, and other specifications.
- Checking Availability – One of the critical tasks in Campaigns is ensuring the availability of advertising sites and locations. Sales users can check if the desired sites and locations are available for the proposed campaign.
- Change Requests – Campaigns allows users to manage change requests. This feature is essential when modifications to the campaign need to be accommodated, such as adjusting dates or locations.
- Uploading Designs – Sales users can upload advertising designs and creative content as part of the proposal. This ensures that the necessary materials are ready for the campaign.
- Work Order Preparation – Campaigns helps prepare work order information for the operations team. This includes details on what needs to be executed to make the campaign happen, such as installing signage or displays.
- Balancing Availability – Sales users can balance changes in availability between different clients. This ensures fair allocation of advertising space and locations among multiple advertisers.
- PDF Proposal Generation – Once the proposal is ready, Sales users can generate PDFs of these proposals and send them to their customers for review and approval.
- Contracted Campaigns – Proposals that are accepted by clients and approved by sales managers can progress to the Contracted state. This forms the foundation for executing the actual advertising campaign.
- Advertisers and Contacts – Campaigns allows users to manage information related to advertisers and contacts. This ensures that the right stakeholders are involved in the campaign process.
- Avails – The system provides information on available advertising opportunities or "avails" based on site availability and other factors.
Use Campaigns to manage the following tasks:
- Proposals
- Advertisers
- Contacts
- Avails
Accounts
The Accounts portion of the Static Campaigns module, located in Campaigns, allows you to add and edit information such as contacts and accounts.