Build your newsletter sponsorship inventory.

How to build your newsletter sponsorship inventory

1. 1

   Describe the job

   Keep newsletter placements, advertiser reservations and creative approvals together.

2. 2

   Review the first version

   Choose how the author records the issue and how the editor reviews the next step.

3. 3

   Refine the views

   Ask First to adjust the fields and views for the people who will use the app.

4. 4

   Test before sharing

   Walk through the process with a sample record and check who owns the next action.

What to include in your newsletter sponsorship inventory

• Keep the issue in context

  Keep issue, placement, advertiser, reservation, creative approval and booking status together so the next person can understand the request or record.

• When the next step needs a decision

  An advertiser holds the top placement while another requests it. Keep the second request unconfirmed until the first reservation is released or expires.

• Keep booking status visible

  Keep the placement provisional until the booking and creative decisions are recorded.

• Choose what each person needs

  Give the author a working view and the editor a review view. Keep issue and placement attached to the decision as the work moves between them.