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Having A Conversation With A Planner

As a member of the ad sales team, you may receive an RFP through Bionic that you have questions about. Or maybe you submitted a proposal and want to follow up on it. Historically, these reach outs required going to your email or picking up the phone. Now you can do it right in Bionic.

Conversations can be created directly from the item they relate to, such as an RFP or Proposal. Or, you can start a conversation from within the Message Center and manually relate it to one of these items.

 

 

Initiating A Conversation From An RFP

If you have received an RFP from a planner and need to reach to them with questions or comments, you can initiate a conversation directly from the RFP they sent you.

Press the +Start New Conversation or +New to start a conversation.

SellerRFPNewConversation.png

 

Initiating A Conversation From A Proposal

After you have sent a proposal, you may want to follow up if you haven't heard back. Again, you can initiate a conversation directly from the Proposal by clicking on the +Start Conversation or +New button.

SellerProposalNewConversation.png

 

Initiating A Conversation From The Message Center

Alternatively, you work directly from within the Message Center. You can click on any of the Messenger buttons from the item, or click on the Message Indicator in the black stripe.

SellerMessageIndicator.png

From here it will open Messenger. Click New in the Conversations panel on the left.

NewConversationMessenger.png

 

Getting the Conversation Going

The "Conversation" will be the container that contains the back and forth messages, and controls recipients and preferences.

Upon pressing the New button, you will be prompted with a New Conversation box. This is were you can provide a Conversation subject/title, adjust related items, and select people to send the conversation to.

NewConversationBox.png

Subject - Free text field to identify what the conversation is about

Related To - If not already, you can identify the item this conversation is related to. When you select  RFP or Proposal from the list, the 2nd field will provide a list of the items you can relate it to.

Visible To - You can select any contacts from the agency from the list as well as internal members of your team that are on the recipient list for this RFP. By adding users (internal or agency) to the list, they will receive notifications of new messages. The primary contact for RFPs/Proposals from the agency will be added by default.

VisibleTo.png

Once you have completed setting up the conversation, press the Start Conversation button.

You will be brought directly into the Message Center (if you weren't already), and the conversation you started will be opened. From here you can send your message to the vendor.

NewMessage.png

Simply enter the message you want to send to the vendor and press the Post button.

The vendor will receive an email notification that they have received a message and will log into Bionic to respond.

Once the agency responds, you will receive an email and there will be a new message indicated in the black stripe.

NewMessageIndicator.png

You can click on the link from the email, or on the message indicator in Bionic, to see the conversation.

RespondedMessage.png

This conversation can go back and forth as many times as needed.

 

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