Getting Started – Sales Setup

Before preparing the Sales information, you must ensure that the following prerequisites are met:

Create Accounts

You can create Accounts directly in Campaigns. When selecting the Account Type, pick Advertiser.

See Manage Accounts.

Set Rate Cards

Create Rate Cards

You can create and link both Media and Additional Revenue Rate Cards (see Add a Flat Media Rate Card and Add an Additional Revenue Rate Card).

Make sure that the Active? box is checked.

For Additional Revenue Rate Cards, you must select an Additional Revenue Type from the drop-down menu. The options depend on your own data and can be set in BMS. See Create Additional Revenue Types in BMS.

Add Rate Card Values

Both Media and Additional Revenue Rate Cards can have multiple values, as long as their effective dates do not overlap (see Add a Flat Media Rate Card and Add an Additional Revenue Rate Card).

Link Rate Cards to Faces or Face Packs

You must link Faces or Face Packs to their proper rate cards (see Add a Flat Media Rate Card and Add an Additional Revenue Rate Card).

Searching avails is the same process for both Static Avails and Static Pack Avails.

Next, you can create a proposal.

You can add your bookings to an existing campaign or create a brand new campaign proposal. For this document, we will add the booking to a new campaign.

To create a proposal:

1. Use the Available Actions menu to choose New Campaign.



This opens the New Campaign window.



Set the following the mandatory parameters:

• Name – Title your campaign in a way that it will be easily understood by other users in your system.
• Division – Divisions are sub-sections of agencies. Select the division with which the contract was signed.
• Advertiser – Name the ultimate purchaser.
• Account Executive – Individual who has sold the Campaign.
• Campaign Type – Select from the list of types in the drop-down menu. You have the choice between New and Renewal.
• Content Type – Select from the list of types in the drop-down menu. You have the choice between Advertising and Editorial.
2. Enter other information as applicable. Scroll down to the faces section to edit the Purchase Type and Booking Type if necessary.

If rate cards are associated with faces, booking amounts are automatically calculated.

You can review the details of bookings including date range, description, amounts.

3. Click Save Changes.

Status messages will be presented as the campaign is updated. The main campaign record window for that campaign will be shown. From here you can continue to edit the campaign.

Next, you can complete the proposal package.

Now that a proposal has been created, you can add more information to it.

Add Discounts

You can add discounts to the proposal providing:

• Discount type (predefined list) – See Step 6 – Create Discount Types in Getting Started – BMS Setup.
• Percentage of discount

You can add a description to give further details. See Campaign Discounts.

Add Additional Revenues

If faces have Additional Revenue rate cards linked, this amount will be automatically added to the campaign total.

See Enter Additional Revenues at the Campaign Level and Enter Additional Revenues at the Booking Level.

You can also:

• Link Agency and its Commission for Additional Revenue
• Add Description
• Add Tax Code
• Add Scheduled Date

Add Agency and Commission

If the Campaign is carried out through an Agency, you can add the Agency to the campaign as well as its Commission, providing:

• Agency name (predefined list)
• Commission percentage
• Agency Type (regular or specialist)

Note: If an Agency has its default commission, it will be automatically added when selected. It can, however, be overwritten.

Review Totals

You can review total, media and additional revenue, discounts, agency commission and taxes.

For more information, see Campaign Totals Tab.

Now that your proposal is ready, you can send it for external review by your customers.

To send the proposal:

1. Open your proposal.
2. In the proposal record, click the button at the top of the page and select Download Campaign from the drop-down menu.



This presents the Proposals screen in a new browser tab.



You can share the proposal as PDF, Excel, or as an e-mail link for external review by your customers.

• Use the field in the top center of the screen to change the name of the report.
• The following Export options are available:
• Email Link – Link for the report that you can send directly to clients.
• Save as PDF – Save the report as a PDF file.
• Location List – This is probably the most useful to customers who are familiar with your inventory as the report can be reviewed quickly.

Tip: Generally the larger the report, the fewer images you would want to include in something to be e-mailed, otherwise hundreds of Photo Sheets might make the report large, slow to create and transmit, and difficult to read quickly.

3. Once the proposal is sent, change the campaign status to Contract Pending.

Next, when your customer approves the proposal, you can contract the campaign.

Once the proposal is approved by the client, the Sales Management User can contract the campaign. The Campaign will then move into the hands of Charting users.

To approve the proposal:

1. Open your proposal.
2. In the proposal record, click the button at the top of the page and select Change Campaign Status from the drop-down menu.



Select the Contracted status.

The Reporting User role allows users to access Reports in both Campaigns and Operations.

Sales or revenue-related reports can be found in Campaigns. They include:

• Goal vs. Actual
• Pacing + Pipeline Report
• Sales Analysis
• Sales Analysis - Booked Time - Static

Additionally, Sales Users can access the following reports in Operations:

• Contract Listing (+ flattened)
• Master Report
• Media Sales Highlight Report

For more information, see Reports.

Now that you have a proposal, you can undergo charting tasks. See Getting Started – Charting Setup.