How to Create a Proposal with Your Owned & Operated Products

Walkthrough

Step-by-Step Guide

1. Navigate to https://ui.marketing/campaign-hub/proposals
2. Click the Create New button in the top left-hand corner. 
3. Select Proposal and the click Create New Proposal. 
4. Search for the advertiser you wish to build this proposal for. 
5. Add your flight dates and click Next.
6. From the Product Class drop-down menu, select the class where your owned and operated product is located. For example, for a radio ad spot, it may be located under the Audio product class. 
7. In the Product field, search for your owned and operated product. For example, "Radio :15 Spot".
8. Enter in your proposed budget. 
9. Click + Add Product to add more products. You can add more of your own products or products we manage for you (e.g. SEM or Display Ads). 
10. Once you have added all your products, click Continue to Details in the bottom right-hand corner. 
11. Select the geographic targeting you want for your proposal. 
12. Once your geo targeting has been selected, you will get to add any additional information, adjust allocations, etc. to each product/line item.
13. After adding additional information, click Review Proposal. 
14. Easily export your proposal and you will see your owned and managed products under Additional Products in the export. 

You have now successfully created a proposal with your own products and products we manage for you!