Send an RFP

Step

Procedure

Results

1 Click Add properties.

The directory appears listing properties.

2 Search for a property. The search results appear.
3 Click the check mark next to the property. A confirmation message appears.

 

4 Continue adding properties, if applicable.

N/A

5 Select Close returning to the media plan page. N/A
6 Select Edit Mode. N/A
7 Click the Add line item link.  The line item fields appear.
8 Enter the applicable fields. The entered values are auto-calculated by Centro Platform.
9 Select Save. The line item fields are saved.

 

10 Select the View mode. The Send and Actions buttons are enabled.
11 Select RFP from the Send button drop menu. The RFP message appears.

 

11 Select or enter the message information:

Note: The Vendor, Contact, and Plan are requirements. All other fields are optional.

11a Enable the available Vendor. The Send RFP button is enabled. The vendor is a requirement.
11b Select Select a contact... from the drop menu. A contact is a requirement.
11c Select plans... from the drop menu. A plan is a requirement.
11d Enter the Budget... field.(optional) The budget t is visible in the RFP.
11e Enter text in the Message Body. (optional) Entering the text appears in the vendor's message center.
11f Update the campaign Start date under RFP Overview, if applicable. (mandatory) Field is auto-populated with the ability to modify.
11g Update the campaign End date under RFP Overview, if applicable. (mandatory) Field is auto-populated with the ability to modify.
11h Enable the Client. (optional) The client is visible in the RFP.
11i Enable the Brand. (optional) The brand is visible in the RFP.
11j Enable the Objective. (optional) The objective/kpi/goal is visible in the RFP.
11k Select formats... from the drop menu. (optional) The format is visible in the RFP.
11l Select platforms... from the drop menu. (optional) The platform is visible in the RFP.
11m Select ad sizes... from the drop menu. (optional) The ad sizes is visible in the RFP.
12 Click Attach file to add supporting data to the message. A directory menu appears.
12a Select the file. (optional) The attached file appears in the Message Body.
12b Continue adding files, if applicable. (optional) N/A
13 Enter the Respond by: date field. (optional) The line item fields appear.
13a Enter the at time field. (optional) N/A
13b Click the default PM to change to AM. (optional) The time zone is based on the sender.
14 Click Send RFP submits the message to the vendor. A confirmation message appears.
Note:
  • You can send the RFP without line item information. 
  • Enabling or entering the optional fields are visible to the vendor. Disable or de-select the fields to hide the field information from the vendor. These fields are also hidden from the media plan export.

 

Click Cancel to abandon the RFP.

Note: An error occurs when an attachment is an unsupported file. Create a zip file and attach it.

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