Brand Helpdesk: Uploading nominations by spreadsheet

Head to 'Book' on the menu, and select 'By Campaign'.

Find the campaign you are looking to book.

Click the 'Multi-book' shortcut icon on the Campaign Dash (sales teams only) (or open the Profile for the campaign and select Choose Multiple Venues).

If you are assigned multiple territories it will give you the option here to select the territory you want to book for at this stage.

The next screen shows what assets are available to you, usually based on your territory's allocation.

There may be a mixture of Core Kits (which will be automatically included) and optional Add Ons which you can choose to add to each booking.

Take a note at this stage on what the rules are for the Max and Minimum assets per venue.

Click Upload Nominations and then Generate Template. This will then email you a CSV template which includes all the outlets that can be booked within your territory. (The download link for the template expires after 3 days.)

Note: there may be targeting in place that has excluded some outlets from the list.

Within the email, click to download the file. (Please note, that on some browsers you may need to right click and Download Linked File.)

Alternatively, you could forward it on to your customer to complete.

Add/Update the Outlet(Venue) Contact Name, Contact Email and Contact Phone Number per nominated outlet. This is mandatory to upload.

Add a quantity for each asset per nominated outlet. Please refer to the Min/Max rules per venue for the campaign when nominating.

To see an example of an edited nomination file, please see here

Once your file is ready, please upload it to the platform as a .csv file. If you cannot see the option to upload your file, this is likely because it is not a .csv file.

Once the upload has been accepted, click Process Bookings and this will put the bookings through. They may take up to 30 mins to show in Booking Requests, whilst they process behind-the-scenes.

You cannot edit groups in this sheet. This needs to be done on platform. However, you can create a group by entering the same email for multiple outlets.

You can add new outlets to this sheet, and they will be included on the platform if entered correctly in the designated column.

Any changes made to outlet details (ie. address change) without nominated assets will not be uploaded.

If the Min/Outlet is 1 for an asset, you must include it to nominate an outlet.

If an asset has a maximum amount per venue set, you will need to be within this. e.g. if the Max/Outlet is 25, you cannot nominate 26 or more assets for an Outlet.

If for example the Min is 1 and the Max is 5, you can put any number between 1 and 5.

You haven't added contact details for a nominated outlet.

You have not included a Core Kit item for a nominated outlet.

You have exceed the Max rule/Outlet for an asset.

You have exceeded your Territory Allocation (ie. You were given 20 kits and you/another user have already allocated 20).