Company Agreements can be added as a workflow step for Media Buyers to complete when requesting to activate. Workflow items are created by the Media Owner.
In this article:
Here's how to create Agreement template Workflows:
Click on Manage media and the Custom workflows tab.
To create a new Workflow item, click New workflow step.
- Select the Activation Types you want to assign this agreement workflow to, select After the request has been accepted.
- Click Save & next at the bottom of the page to advance.
- Select when the agreement file will be uploaded to the step, either now, or once the campaign is active. Click Save & next.
- You can then add a description of the workflow step for Media Buyers to see, this step is optional.
- Click Preview to view the workflow before publishing, then click Publish to submit your workflow step as a requirement for Media Buyers to complete.
- The Workflow item will apply to all future bookings with the selected Activation types.
- The uploaded Agreement will appear in under the Client manager tab in Files. Click Agreements to view the uploaded documents by brands that have completed the workflow step.
If you're still having trouble with this, please reach out to your customer service rep or contact instore.support.apac@criteo.com, and a member of our team will be in touch.