How To Send Briefs and Add Proposals

The Briefs and Proposals functionality within Symphony allows you to:

1. Send a Brief to a publisher.
2. Chat with a Premium Direct (PD) publisher via the Inbox.
3. Review a Proposal from a Premium Direct (PD) publisher.
4. Add a Proposal to your Media Schedule.

The Briefs, Proposals and Inbox modules can be accessed directly from your toolbar:
 

1. How to Send a Brief To A Premium Direct Publisher

First click on the Briefs tab on your toolbar. 

Next, click Add Brief. This will launch the Briefs module.

Next select the publisher that you would like to send the brief to. You can do this by selecting the publisher from the Publisher drop down menu.

Enter the timing for the brief and budget (if known).

Once you have input the required details (Publisher, Budget and Publisher contact), the send icon would be highlighted in the top right corner.

2. How To chat with a publisher via the Inbox

Once your brief has been sent you will be able to chat with a Premium Direct (PD) publisher via the Inbox. This module is located on the far right of your toolbar.

3. How to review a proposal

Any proposed cost items from a Premium Direct publisher in response to your breif, will appear in your Proposal tab for you to review.

Any proposed cost items can be added to your Media Schedule. This can be done simply by clicking on the cost item and then clicking Add to Media Schedule.

Your cost items will then be added to your Media Schedule.

If there are any mandatory fields missing from the cost items you have imported, you can edit the placement by clicking on the placement and then clicking on the edit button (pencil icon) on your toolbar.

This will launch the Manage Placement/Package window.

If the publisher is an integrated Premium Direct (PD) publisher, you will be notified whether or not the impressions are available.

Once done editing, simply click save. You will then need to Confirm and Sign Off on Placements.