The Briefs and Proposals functionality within Symphony allows you to:
- Send a Brief to a publisher
- Chat with a Premium Direct (PD) publisher via the Inbox
- Review a Proposal from a Premium Direct (PD) publisher
- 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).
You will then need to save your brief by clicking the save button.
Once saved you will then be able to click Send Brief.
Once you click Send Brief, nominate a due date for the proposal and click Send.
You will receive a success message confirming that your brief has been sent to the publisher
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 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 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.
For more information on how to sign off on placements please see the video How To Sign Off Premium Direct (PD) Items via The Media Schedule
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