Create an opportunity

iPromote employs a streamlined, simple, and efficient user interface to create opportunities.

Once you create an opportunity and submit it for approval, iPromote audits the opportunity, checking for compliance, then kicks off the campaign.

Create an opportunity

Note: The steps below show how to create an opportunity from scratch. But you can create one from an existing campaign, too. See Copy a campaign.

An opportunity is a record made up of all the settings and data needed to create a campaign before a campaign is launched. Think of it as a draft that your customer needs to approve before it goes live.

1. Log in to the applicable account.
2. Click the Clients tab, select the client from the Client List, then click New Opportunity.

   

3. After a brief wait, the 1 – Business Details page opens.

Copy a campaign

Note: These steps explain how to create a new opportunity from an existing campaign. The new opportunity must still go through an approval process in order to become a campaign.

1. Log in to the applicable account.
2. Click the Campaigns tab.
3. Search for and select the campaign you want to copy in the Campaign List area.
4. On the Overview page, click Copy Campaign.

   

5. In the Copy Campaign box that opens, you have two options:
   • To copy a campaign and use with the current client, provide a new campaign name, then click Create Copy. If the copy is successful, a confirmation box appears.

     

   • To copy a campaign and use it with a new client, provide a new campaign name, click New Client, go to Search for an existing client and select a new client, then click Create Copy. If the copy is successful, a confirmation box appears.

     

6. In the confirmation box that appears, click View Opportunity to see the new opportunity. You'll land on its Overview page, where you can review settings and submit it for approval.