Following on from Part 1, here is a walk-through guide on booking advertisements in OfficePartner > Advertising.
You can book adverts by publication or by listing. We'll look at the by-publication method in this guide. The by-publication process is designed to streamline booking multiple adverts for a particular magazine or platform. In this example we'll book all of our weekly Property Press adverts in a single session. From the By Publication tab, click + to book an advert. Select the Insertion Date (the date on which the advert will be published) and the Paper Code you setup in Part 1.
The next step is to lookup the listings that will be advertised. You can manually lookup addresses using the + button, but a faster way is to use the +Ref system to load multiple listings at once by entering their reference codes. When a valid listing reference is entered the address will show underneath so you can click + to add it. Then you can add another reference. Click OK once all the promoted listings have been loaded.
By default each listing is loaded with the first size and cost of the advert's template options (normally the smallest / cheapest). Our office has reserved a full page so now we'll double click into each listing to arrange the adverts accordingly.
Our newest listing UHT20261 will be upgraded to a half page advert this week, so we double click into the listing and select Half Page from the Advert Size drop down menu. The cost table is maintained via the adjacent '...' button.
The above process is repeated until this week's Property Press bookings are all loaded. For UHT20246 we click Vendor to ensure that the cost of this particular advert will be invoiced to the vendor.
The advert sizes have been adjusted to fill a whole page so we can click Close to continue.
Once the publication for a particular date has all the advertised properties entered, it should be set as Completed. This step will generate the activity records in SalesPartner and is essential for the advertising to be included in costing reports.
If the publication is not set completed then the adverts will not show up in Vendor or Salespeople based lists of advertising spent.
If the publication is not set completed then the adverts will not show up in Vendor or Salespeople based lists of advertising spent.
In Advertising Part 3 we'll walk through editing the Publication Paper Sizes table for an online platform: Realestate.co.nz.
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