Buyer: How do I send a campaign-based RFP?

To send a campaign-based RFP, hover your mouse over the 'RFP' drop-down menu in the navigation bar at the top of the screen and click 'Create Project Brief.'


At the top of the Create RFP - Step 1: Project Brief page, change the RFP Type from Client to Campaign.


Once you've selected an existing campaign, information that you filled in when creating the campaign will populate on the Project Brief.  If the campaign is not listed in the drop-down menu, click on the blue plus sign to create a new campaign on the fly!


Once you've completed the 3 step process to create a RFP and have sent a campaign-based RFP, you can utilize the features in RFP Campaigns.

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