Seller: How do I create an offer?

To create an Offer, you must first create a proposal.  A proposal can be created from Proposal Management by hovering over 'Proposal' located in the white navigation bar and clicking Create Proposal.  


By clicking 'Create Proposal’, you should arrive at the proposal form shown below.


Create Proposal – Step 1: General information
This section contains the general proposal information. Note: required fields are marked by red asterisks (*)

Name: Type 'Offers'
Agency: Leave this section blank
Proposal Template: Leave this section blank
Campaign: Leave this section blank
Client: Type 'Offers'
Start Date & End Date: Designate the dates that the offer will be available
Deal Type: Select 'Offer' from the drop down menu
Proposal Package: If you want to propose a group of inventory, select the proposal package you want to include. A proposal package must be created ahead of time.  Click here to learn how to create a proposal package.
Mapping Locations: Leave this section blank
Mapping KML Layers: Leave this section blank

Click 'Next' to proceed to Create Proposal - Step 2.
 


During this step you will fill out the grid with inventory for your offer. 

*If you selected a proposal package during Step 1: General Information, the grid will have your inventory listed*

You can create your proposal by typing directly or copying (ctrl+c) and pasting (ctrl+v) into the grid, using the Fill From Historical Data tool, or the Fill From Spreadsheet tool.  Click Next once you have finished entering your inventory.


Create Proposal - Step 3:  Slides, Terms, and Attachments 
On Step 3, you have the ability to add slides, terms, and attachments to the proposal.  For slides and terms, you can choose from the list of Available Slides and Available Terms.  In addition, if the slides or terms are not there to include, you can always click on the blue plus sign to add a new proposal slide and the orange button that reads 'Add a new Standard Term' to add new terms.  If you have terms that you won't be using again, but need to be included with this proposal, feel free to enter those into the Additional Terms box.  Then, add any attachments that you wish to include with your proposal.


Once you have finished adding slides, terms, and attachments to the proposal, click Save and Review.  Now, you can go back to your 'Proposal Management' dashboard and find your most recently created proposal listed at the top of your dashboard.  In the far righthand column, click 'Create Offer'.



The offer form will then appear for you to complete.


Offer Title - The name you wrote in Step 1 of Create Proposal will display.  However, you can change the name of the offer to anything you would like.
Offer Description - Type a summary of your offer - The character limit is 250 characters for this text box.
Representative Image - Upload an image of your offer that shows off your inventory


Savings Percentage Display - Choose from either Calculate Discount or Ask Me for Discount
 
Calculate Discount: For example, if your proposal is worth $2,000, but you want to offer a 10% discount, you will need enter $2,000 as the 'Full Value Price' when creating the offer. You need to make sure that your proposal in Proposal Management is how much you want buyers to pay, in this case $1,800.  The system will calculate the % discount and display it on the site for you. 
 
Ask Me for Discount: For example, if you want buyers to pay you $3,000 for your offer, and you want to let them know that, that is 25% of what you normally charge, you will need to enter "25" in the % discount field. 

This Offer should be available for purchase/viewable by:
Anyone
Only Approved DOmedia Buyers
 - Choosing this option ensures that only approved DOmedia buyers can view your offer.  In addition, you can enter the email addresses of any approved DOmedia buyers that you want to exclude from being able to view your offer.

Selected Approved DOmedia Buyers
 - This option allows you to enter the email addresses of specific approved DOmedia buyers that you would like to allow to view your offer.


Offer Expiration -  Select a date for your offer to expire if prior to month end. 

Now, all you need to do is agree to the Terms of Service and click 'Save'.  You have successfully created your offer!

Your newly created offer will appear under your 'Manage Offers' dashboard, located under the "Offers" tab in the white navigation bar at the top of your screen.  From here you can choose to Publish your offer when you are ready!


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