New Client On-boarding Information
Updated: Aug 7, 2020
This is a general guide on what to expect to get your campaign running. Each campaign will have it's own specific pieces that will be discussed along the way. If you have any questions, please don't hesitate to contact us.
Step 1: Complete Media Contract
VXM will provide you with a media contract which will cover the scope of your campaign. To get started, this is the first step in the process.
Sign and complete the media contract (via SignNow).
If you campaign is set to start within 30 days, you will need to make payment on your campaign to be sure it starts on time.
Note: VXM will send the media contract to you via SignNow, which is a digital signature service. (Please check you spam folder for this contract.)
Step 2: Grant VXM Access to your Marketing Platforms
Facebook Business Manager
Add VXM as an Agency Partner on Facebook Business Manager.
Instructions to add an Agency to your FB Business Manager Account
VXM Business Manager ID: 520122425314558
Do not struggle through this. If you are having trouble, call us.
Step 3: (For CRM Targeting Campaigns) Grant Access to CRM Data to VenueX Media
Option 1: Add VXM to the CRM or database by adding firstname.lastname@example.org as a user.
Option 2: Share your customer/voter data in a spreadsheet.
Step 4: Share Brand Kits, Creatives & Content
Please use a cloud based file sharing system like Google Drive or DropBox to share the following items.
High resolution images
Brand Kit / Color Schemes
Any & all other marketing materials you are currently distributing through all channels (direct mail, TV, radio, etc.)
Bottom line: the more content and information we have, the better!
Step 5: Admin
Billing & Payments
All inquires on invoices and payments can be sent to Mark Gronberg. Mark can be reached at (508) 591-3010 or via email at email@example.com.
If you require a W-9 from VXM, please send this request in an email to firstname.lastname@example.org.
Last Step: Book Your Campaign Kick-off Call
Make sure all the decision makers for the campaign are on the call!
To book you call, visit: www.calendly.com/venuexmedia.