Inventory Management

Inventory Management is used to track and manage the inventory you sell from your list when working with advertisers for dedicated email sends. For example, if your sales team has made a deal with an advertiser to send to 1,000 males located in Texas, you can reserve and send this easily through PostUp. Using Inventory Management allows you to see what portion of a list is available on a specific day, and to reserve for sending promotions.

 

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Reserving Available Inventory

Before making a reservation you will need to search for the inventory available for that day. Inventory availability is set per list, per day. To search for available inventory, use the following steps:

  1. Once logged in, click on Inventory in the More tab. The list of current reservations will be displayed. These reservations will be organized with the most recent at the top of the page.
  2. To search for new, available inventory, click on the Search Standalone Email Inventory button. The Standalone Email Inventory search page will open.

  3. Select the list you wish to use from the List dropdown. If you have several lists available, use the List Category dropdown first to limit your list options.
  4. For additional segmenting on the list, you can select any or all of the following options:
    • Use the Purge Mailings section to select any previously sent mailings to purge against.
    • Select a list(s) in the Suppression Lists section to suppress against.
    • Under the Audience Targeting option to the right of the page, choose either an existing segment or set up conditions for matching recipients to further limit the recipients available.
    • Select Web Behavior for additional options

    Note: Every time you select new filtering, the page will refresh to show you updated availability at the bottom of the screen.

  5. Once you have the filtering in place, use the Week Beginning dropdown menu to make sure the date you want is displayed.

  6. You will be able to see the list capacity, any current reservations, and the remaining availability for that date. As long as there is available inventory, you will be able to make a reservation. To do so, click the Reserve button. This will open the Create New Reservation page. From here you can make adjustments to the reservation and see an updated revenue estimate on the right of the page. To save the reservation:

  7. Enter the name of the reservation in the Reservation Title line.
  8. Enter the name of the Advertiser.
  9. Enter the CPM in dollars.
  10. Adjust the Size of the reservation. By default, the highest number of available recipients will be listed.
  11. Click Reserve.

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Using an Inventory Reservation

Once you have made a reservation, you will still need to create the corresponding mailing. There are two ways to do so.

The first method is to create the mailing immediately after making a reservation.

  1. Once you hit the Reserve button when making a reservation, you will see the Reservation Confirmed page. At the bottom of the page, click the button that says Schedule This Reservation For Delivery. The Choose Campaign screen will display. The top of the page will summarize the targeting as determined by the reservation.
  2. Scroll to the bottom of the page. Here, you will select a campaign and click the Schedule Reservation button to save. This will create a new mailing. Complete and send the mailing as per normal procedure.

The second method of creating a mailing is through the Inventory tab. You can use this method at any point once the reservation has been made. To do so, use the following steps:

  1. Click on the Inventory option under the More tab.

  2. Find the appropriate reservation in the Reservations section, and click on the Schedule button to the right of the reservation you want to schedule.

This will open the Choose Campaign screen. Proceed as listed above.

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