A company's certificate of insurance can be added as a workflow step for Media Buyers to complete as a pre-campaign or active campaign workflow item Workflow items are created by the Media Owner.
In this article:
Fill in required workflow information
Here's how to create a Certificate of Insurance workflow:
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, and whether this should be uploaded before the brand requests to activate, or after the request has been accepted.
- The workflow item will apply to all relevant bookings containing Activation types that this workflow is assigned to.
- Save & next at the bottom of the page to advance.
- Change the text copy by clicking into each field, or leave it as is.
- Here the Media Buyer will upload their certificate of insurance, expiry date and value.
- 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 relevant bookings with the selected Activation types.
- The uploaded certificate of insurance will appear in under the Client manager tab in Files. Click Insurance certificates to view the uploaded documents by Media Buyers that have completed the workflow step.
- You can click on Actions, and download any uploaded Insurance certificates from this tab.
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.