Initial Setup and Guided Tour Starting to Use the Platform

Here’s an Initial Setup and Guided Tour to help you start using Adgenda efficiently.

1. Set Up Your Account

  • Create Your Account: Go to Signup to register.
  • Activate Your Account: Look for an activation email and follow the link to set a secure password.
  • Log In: Once activated, access your account via Login and complete the set up. 2. Set Up Your Promotional Spaces

2. Set Up Your Promotional Spaces

  • Set Up URLs: Configure URLs for all regions.
  • Configure Settings: Customise your promotional spaces by setting currencies, payment terms, categories and events.

3. List Your Promotional Opportunities

  • Create Custom Packages: Set up packages to be used in Insertion Orders (IOs).
  • Add Details: Specify compensation, required materials, preview images, and categories for each package, helping advertisers see exactly what’s included.

4. Connect with Advertisers

Manage your advertising partners in Adgenda with three flexible options:

  • Add Advertisers: Go to Advertisers to add advertisers manually.
  • Connect with Advertisers: Connect with advertisers in Adgenda to share relevant information and communications within the tool.
  • Import Advertiser: Sync advertisers from affiliate networks using Network Sync.

5. Generate Your First Insertion Order in Less Than 1 Minute

  • Create an IO: Start your first proposal at Insertion Orders. Each IO is limited to one advertiser. Multiple URLs can be included if they share the same currency.
  • Manage Your Agreement: Set pricing, upload materials, send reminders, and add internal notes to streamline the process.
  • Generate a PDF: Adgenda automatically creates a downloadable PDF of the IO with all details for easy sharing.

6. Manage IO Approval in the Overview

  • Track IO Status: Monitor the status of each IO in Overview.
  • Approval Options:
    • Approve: Instantly approve the IO.
    • Pending: Request approval from the advertiser or network. The contact person will receive an email with a secure link for approval.
    • DocuSign Approval: Request a signed approval via DocuSign.

7. Stay on Top of Placements and Tasks

  • Daily Schedule: Once an IO is approved, placements appear on your Daily Schedule for completion. Attach screenshots and comments to the Details Page for clarity.
  • Task Management: Create and assign tasks to streamline workflows.

8. Payment and Financial Tracking

  • Financial Dashboard: Access the Financial Dashboard to get insights into booked tenancies and payment statuses.
  • Return on Advertising Spend (ROAS): Analyse financial metrics in the IO’s Details Page using the Network Sync.
  • Invoices: Save time by generating invoices in seconds from your Insertion Orders.

9. CRM

  • CRM Integration: Integrate your CRM to streamline lead management and sales funnels within Adgenda.

10. Commercial Opportunities

  • Media Kit: Create media kits to share commercial opportunities with advertisers using Adgenda.

11. Invite Your Teammates to Explore Adgenda (Optional)

  • Manage Team Access: Invite team members and manage their roles and permissions in Users.
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