Submit a Proposal into a Sold Order

Ricky Cutler
10 steps
28 seconds

Go to the Ui.Marketing proposals page at <https://ui.marketing/campaign-hub/proposals>

Find your proposal and click on the name.

You may land on the Product page. If so, click "Next"

Click "Next", again.

From the review screen, click "Submit Proposal as Order"

All users can see the next page, but only users with the permission to submit orders will be able to actually submit this proposal into an order. We encourage you to fill out any information even if you can't submit the proposal into an order. It will automatically save.

Go through each tab and enter in campaign details. You can edit allocations, targeting, and locations. Any information entered from the proposal will show in these tabs. 💡 Pro tip: The more information you provide, the faster your campaign goes live.

You can also enter notes, which will send over to the operations team when submitting into an order.

Click the "Requester" field to update the requester. This will carry over to all underlying line items.

Click this checkbox to acknowledge the terms and agreements.

Click "SUBMIT AS ORDER"