1. Open Campaigns
From the navigation bar, click Campaigns.
2. Start a New Campaign
Click New Campaign.
3. Add a New Advertiser (if needed)
If you need to set up a new advertiser:
Click Add New Advertiser.
Type the advertiser’s name.
Click Create Advertiser.
4. Enter Proposal Details
Fill in the required proposal information:
Proposal Name – Choose something unique and specific to this campaign.
Start Date – Click the field to open the calendar and select a date.
Use the arrows to move forward or backward between months.
Select the desired start date.
End Date – Use the duration shortcuts to autofill or select manually from the calendar.
Sales User – Select from the dropdown.
Budget – Enter the campaign budget.
Once complete, click Next to continue.
5. Add Inventory (Step 2)
Step 2 will automatically filter inventory based on the campaign dates you entered.
To add inventory:
Use the filters to identify the right inventory for your proposal.
Click the Draw Tool.
On the map, click to start selecting a group of inventory.
Click again to complete your polygon selection.
Click Add to Campaign.
Click Review Campaign to review your selections.
6. Finalize and Submit
In the final step:
Review your proposal details.
Adjust pricing, notes, or dates as needed.
Click Finish to complete the process. Your proposal will now appear in your Campaigns dashboard in AdQuick Sales Cloud.