If you’re looking to connect Deal Manager Direct data to your CRM, we’ve compiled an awesome tutorial that will walk you through the process of connecting directly to both Salesforce or HubSpot. Your sales team members will be able to port sale details, contact information, and even kick off workflow events automatically. Out integration is […]
Deal Manager Direct can automatically forward messages to advertiser every time a deal is closed. It’s a nice little touch to wrap up a transaction. We recommend setting something custom. Set Up Your Default Message If you would like to send a customized message to your advertisers, just follow the steps below: Log in to […]
If you need to add a default signature to all of your deals, you can both manually enter a signature using our dashboard, or upload a pre-saved signature to your Deal Manager Direct account. Adding Signatures To Your Account Sign Your Name Log in to BuySellAds Click your account name, or the arrow next to […]
Have a set criteria for your creative? Setting your default creative formats is a fantastic way to provide advertisers with the information they need for building their campaigns. It’s as simple as listing our your criteria in a comma separated list. Set Your Default Creative Formats Log in to BuySellAds Click your account name, or […]
Let your advertisers know the default cost models you sell your inventory under. Whether it’s a CPA model, and Fixed Rate model, or a CPM model, you can list out all of the cost types you offer your inventory under. Set Your Default Cost Types To set your default cost types, follow the steps below: […]
Setting your default terms will help advertisers understand the landscape you’re working within for your publication. Providing them with terms and conditions is the simplest way to guarantee that both buyer and seller are on the same page when it comes to serving creative. Setting Your Terms And Conditions Log in to BuySellAds Click your […]
Adding a mailing address to your Deal Manager Direct account is simple, but also important. The information will be used around the platform, including invoices and PDFs that are automatically generated for both publishers and advertisers. Set Your Mailing Address
Configuring your branding options, and uploading your logo to your account are important first steps. The image you upload here will be used around the platform as a visual indicator and reminder for your clients. The logo will also appear in automatically generated PDFs and invoices throughout the system. Add, or Update Your Logo. Log […]
Getting up and running with Deal Manager Direct is straightforward. Outside of setting a few profile details, and tweaking a couple of default settings, configuring the platform is pretty low bandwidth for administration teams. This section of the guide will focus on configuring and maintaining your defaults.
If you’re looking to connect your Self-Serve Direct data into your CRM, we’ve compiled an awesome tutorial that will walk you through the process of connecting directly to both Salesforce and HubSpot. Your sales team members will be able to port sale details, contact information, and even kick off workflow events automatically. Out integration is […]
