The document outlines the workflow for media campaigns. It involves creating an opportunity, generating and submitting a media request, getting OM approval, notifying AMs and CMs, AMs approving the launch, a DSM entry, OM entry approval, confirming the launch, and reserving inventory in DFP.
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1. Create RM informs
client of Reporting
Opportunity Generate
Close Deal launched Requested
and Submit Order Form
Media Request product
OM Approval OM Entry
for Entry Approval (2nd
approval)
Salesforce
notifies AMs
and CMs
AMs
AMs pull
Confirm AMs give communicate
reporting or
Targeting, Cr approval to launch of
ask CMs
eative, etc. launch campaign
Salesforce
sends email
Confirm (3rd
Inventory Inventory DSM Entry Approval) to Reserve in Pull
Checked Approved (1st approval) launch DFP Reporting
Workflow
campaign
8. Create
Submit Media
Opportunity Generate
and Submit
Request Order Form
Media Request
Confirm
Targeting, Cr
eative, etc.
Inventory Inventory
Checked Approved
Workflow
9. Create
Opportunity Generate
Close Deal
and Submit Order Form
Media Request
When 100% complete, sent to OM
Confirm
Targeting,
Creative, etc.
Inventory Inventory
Checked Approved
Workflow
10. Create
Submit Media
Opportunity Generate
Close Deal
and Submit
Request Order Form
Media Request
OM Approval
for Entry
Confirm
Targeting, Cr
eative, etc.
Inventory Inventory
Checked Approved
Workflow
11. Create
Opportunity Generate
Close Deal
and Submit Order Form
Media Request
OM Approval
for Entry
Confirm
Targeting, Cr
eative, etc.
Inventory Inventory
Checked Approved
Workflow
12. Create
Opportunity Generate
Close Deal
and Submit Order Form
Media Request
OM Approval
for Entry
Confirm
Targeting, Cr
eative, etc.
Inventory These need to be entered within 3 days
Inventory
Checked Approved
for the Finance Department
Workflow
13. Create
Opportunity Generate
Close Deal
and Submit Order Form
Media Request
OM Approval
for Entry
Salesforce
notifies AMs
and CMs
Confirm
Targeting,
Creative, etc.
Inventory Inventory
Checked Approved
Workflow
14. Create
Opportunity Generate
Close Deal
and Submit Order Form
Media Request
OM Approval
for Entry
Salesforce
notifies AMs
and CMs
Confirm
Targeting, Cr
eative, etc.
Inventory Inventory
Checked Approved
Workflow
15. Create
Opportunity Generate
Close Deal
and Submit Order Form
Media Request
OM Approval
for Entry
Salesforce
notifies AMs
and CMs
Confirm
Targeting,
Creative, etc.
Inventory Inventory
Checked Approved
Workflow
16. Create
Opportunity Generate
Close Deal
and Submit Order Form
Media Request
OM Approval
for Entry
Salesforce
notifies AMs
and CMs
Confirm AMs give
Targeting, approval to
Creative, etc. launch
Inventory Inventory DSM Entry
Checked Approved (1st approval)
Workflow
17. Create
Opportunity Generate
Close Deal
and Submit Order Form
Media Request
OM Approval
for Entry
Salesforce
notifies AMs
and CMs
Confirm AMs give
Targeting, Cr approval to
eative, etc. launch
Inventory Inventory DSM Entry
Checked Approved (1st approval)
Workflow
18. Create
Opportunity Generate
Close Deal
and Submit Order Form
Media Request
OM Approval OM Entry
for Entry Approval (2nd
approval)
Salesforce
notifies AMs
and CMs
Confirm AMs give
Targeting, approval to
Creative, etc. launch
Salesforce
sends email
Inventory Inventory DSM Entry
Checked Approved (1st approval)
Workflow
19. Create
Opportunity Generate
Close Deal
and Submit Order Form
Media Request
OM Approval OM Entry
for Entry Approval (2nd
approval)
Salesforce
notifies AMs
and CMs
Confirm AMs give
Targeting, approval to
Creative, etc. launch
Salesforce
sends email
Inventory Inventory DSM Entry
Checked Approved (1st approval)
Workflow
20. Create RM and
Opportunity Generate Client
Close Deal
and Submit Order Form informed
Media Request
OM Approval OM Entry
for Entry Approval (2nd
approval)
Salesforce
notifies AMs
and CMs
AMs
Confirm AMs give communicate
Targeting, approval to launch of
Creative, etc. launch campaign
Salesforce
sends email
Confirm (3rd
Inventory Inventory DSM Entry Approval) to Reserve in
Checked Approved (1st approval) launch DFP
Workflow
campaign
21. Create RM and
Opportunity Generate Client
Close Deal
and Submit Order Form informed
Media Request
OM Approval OM Entry
for Entry Approval (2nd
approval)
Salesforce
notifies AMs
and CMs
AMs
Confirm AMs give communicate
Targeting, Cr approval to launch of
eative, etc. launch campaign
Salesforce
sends email
Confirm (3rd
Inventory Inventory DSM Entry Approval) to Reserve in
Checked Approved (1st approval) launch DFP
Workflow
campaign
22. Create RM and
Opportunity Generate Client
Close Deal
and Submit Order Form informed
Media Request
OM Approval OM Entry
for Entry Approval (2nd
approval)
Salesforce
notifies AMs
and CMs
AMs
Confirm AMs give communicate
Targeting, Cr approval to launch of
eative, etc. launch campaign
Salesforce
sends email
Confirm (3rd
Inventory Inventory DSM Entry Approval) to Reserve in
Checked Approved (1st approval) launch DFP
Workflow
campaign
23. Create RM informs
client of Reporting
Opportunity Generate
Close Deal launched Requested
and Submit Order Form
Media Request product
OM Approval OM Entry
for Entry Approval (2nd
approval)
Salesforce
notifies AMs
and CMs
AMs
AMs pull
Confirm AMs give communicate
reporting or
Targeting, Cr approval to launch of
ask CMs
eative, etc. launch campaign
Salesforce
sends email
Confirm (3rd
Inventory Inventory DSM Entry Approval) to Reserve in Pull
Checked Approved (1st approval) launch DFP Reporting
Workflow
campaign
Editor's Notes
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