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Table of Contents |
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After creating a Media Campaign and putting all the necessary data, you can generate a PDF proposal for this campaign to send to your customer with just in a few clicks.
Open your
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Media Campaign
And find the button Contact Wizard.
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Open your Media Campaign from the app launcher. Select Contact Wizard from the drop-down menu on the right.
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A proposal is always addressed to the campaign's primary contact. To assign or change the primary contact, open the Contact Wizard.
The Contact Wizard
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In the Contact Wizard, you can search for different types of Contacts using the search bar located in the top left. The search results will be displayed above your Media Campaign name. For example, Advertiser Contacts or Debtor Contacts can be searched and saved:
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Search for and add the necessary contact details for both your Quote Contact and Invoice Contact under your Assigned Contacts:
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The Contact Wizard displays only those contacts assigned to referenced accounts. Use the checkboxes to add these contacts as general contacts to the media campaign.
You are able to assign one primary contact to:
Advertiser
Agency
Beneficiary
Debtor
Intermediary
Postal recipient
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Click Save to copy these contacts to your media campaign.
Your copied and saved Contacts will be reflected in your Media Campaign Related list under the Campaign Contacts tab:
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The Proposal
To generate a Proposal from your Media Campaign, click Generate Document from the top right drop-down menu.
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The proposal pdf preview offers the button: PDF preview includes a Close with attachment - which will save your button that saves the file to the Attachmentattachment-related list in your media campaign and for lightning users also in as a file. (Starting version 2.82)
Lightning Design
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Proposal PDF Document
The proposal PDF document will be presented across multiple pages.
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1. Close with attachment
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2. Send to Clients
Use the standard email component and predefined templates to email the attachment.
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PDF without Change History
For those customers that are working with our Optimizer feature it might be relevant to show the proposal without possible cancelled positions in order to just display Pressing the button Close with attachment will save your Proposal PDF in your Media Campaign Related Under Notes and Attachments section:
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2. Share with Clients
You can access PDF file from Notes and Attachments section and you can share it with Share or Public link buttons on the top of the document
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Share button
To share the PDF document,click on the Share button at the top of the screen.
A new window will appear where you can make the necessary adjustments. These include specifying who can access the document, setting an expiration date for the public link, and even adding a password to prevent unauthorized sharing or unsharing.
Once you have made all the necessary adjustments, click Done to finalize the sharing process.
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Public link
You can create and copy the URL link of the PDF proposal by following these steps:
To create a public link for a file:
Click on the "Public link" option
In the new window, the system will ask alternatively if you wish to set an Expiration date and create a Password, and a button to Create link
A working public link will then be generated, you will be able to Copy Link
Keep in mind that the following warning message will be displayed during creation:
Note |
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Create unrestricted public link? Anyone with this link can view and download the file. Are you sharing sensitive information? Consider sharing the file with specific users or records. |
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PDF without Change History
If you're using the Optimizer feature, you may want to view the proposal without any cancelled positions to see the current setup of a Campaign.
For this use case please open the PDF on Media Campaign level via the button "PDF without Change History".
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To do this, simply click the PDF without Change History button from the top right drop-down menu on the Media Campaign level.
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