How to Order People-Based Email with Creative Services Needed

Creating Your Order

Step 1:

Navigate to the Orders Tab and click Create New Order.

Step 2:

If you have multiple business units, select your Business Unit from the dropdown menu at the top right.

Step 3:

Select No for Do you need an advertiser or partner created? Then, select the advertiser connected to the audience.

Step 4: 

Select Specific Channels as the order type. Then, add People-Based Email and Email Creative Services/ 

Then, name your order. This is MANDATORY. 

Step 5:

Select your audience, then enter the Audience Size and Email Volume. Click Calculate All to see the campaign budget. 

• If your audience is 84,610, you can choose to only send to 50,000 of the total audience.

Step 6:

For additional campaign measurement, POS Matchback is provided free of charge, but you can also order separate Audience Files for email campaigns. 

Select the options you require, then click Create Order to submit. 

What is POS Matchback? 

POS Matchback matches your sales to your campaign to understand exactly who from your target audience made a purchase from your business.

Note: POS Matchback is now included at no cost on every order! Click here to see how to upload a file for matchback.

What is an Audience File? 

An audience file is a list of the actual, verified people who received your campaign.

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Creating Your Flight 

Step 7:

Upon hitting the create order button, a line item is created for each product in your order. 

Step 8:

Click the “Edit Line Item” icon on the Email Creative Services line. 

 

Step 9:

Select from the following options in regard to the creative services you require. 

Note: If you select, “I need help with a design for my ad”,  you must attach final copy and provide any notes or additional direction for our creative team. 

Step 10: 

We require that you attach creative assets and all creative materials. If you have no additional creative materials, you may attach the same file twice. 

Step 11: 

Lastly, provide the following information:

• How would you like to provide the links for your email?
  • You may either enter links in a text field or upload a document. 
• Do you need preview / preheader text?
• Any additional notes or direction for the coding team. 

Step 12: 

Click “Save Line Item.”

Step 13: 

You will be redirected back to your order page. Here you will see an alert that you have an overdue task. Click on it to open the tasks sidebar. Click the task number to continue. 

Step 14: 

Check the creative details box to confirm that all creative materials have been provided. Then, check the order confirmation box to verify that all order details are included and to acknowledge that you cannot add additional products to the order beyond this point. 

Note: Submitting your order will move it into Submitted status. At this point, your order form is locked and no further edits can be made to the target audience, products, or measurement options.

Step 15: 

Click the “Complete Task” icon.

 

For more information, view our Connect Self-Serve Guide.