Creating a Proposal with Your Owned and Operated Products

Create a proposal with your own products that you manage in house alongside products our team manages for you.

Vivienne Duclos
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28 steps
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55 seconds

To create a proposal with your owned and operated products, you must first get them added to your partner-level products in Ui.Marketing. Work with your Account Manager and Support to get your products added.

Navigate to [https://ui.marketing/campaign-hub/proposals](https://stg.ui.marketing/campaign-hub/proposals)

Click "Create New..."

Click "Proposal"

Click "Create New Proposal"

Click the "Advertiser" field and search for your advertiser you want to create a proposal for.

Add your start and end dates for your proposal

Click "next"

Click the "Product Class" field.

Search for the product class your owned and operated product is under. For this example, we will be adding a radio ad spot to our proposal. Therefore, we will select "Audio" for the product class.

Click the "Product" field.

Search for your owned and operated product name. In this example, we want "Radio :15 Spot"

Double-click the "Budget" field and add your proposed budget.

Click "add product" to add more products to your proposal. Let's add a digital product our team manages.

Click the "Select a product class..." field.

Click "Display"

Click "Product"

Click "Competitive"

Now you have a proposal with your owned and operated products AND products we manage for you! Click "continue to details"

Let's add the geographic targeting. Click "City"

You can target by city, country, DMA, postal code, or state.

Select your specific geo target.

Click "continue to line items"

Now feel free to make any specific edits to your proposed line items. Based on the forms added to your own products, you may see different tabs than what is displayed here.

Click "review proposal" once everything is complete.

Export your proposal.

Click "export"

Upon exporting your proposal, you will then see the "Additional Products" section.

The next slide will contain your owned and operated product(s) you added to your proposal.