For buyers
Share a campaign with a client
Choose a buy, connect the Brand workspace, review the financial preview, and collect approval before booking.
2 min readUpdated
Something missing from this page? Email help@tap.co
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For buyers
Choose a buy, connect the Brand workspace, review the financial preview, and collect approval before booking.
2 min readUpdated
Something missing from this page? Email help@tap.co
Complete the supplier response review and open Confirm. Adjust the proposed weekly quantities, then choose Choose buy from the final summary. This preserves the selected scope without placing Orders.
You need Order permission to share a proposal. The Campaign must have a Brand, a positive client-approved budget, and a selected buy that fits the resolved budget policy.
Select Share proposal. If there is no active agency connection, invite the client first. Tap stops before sharing until the invitation is accepted. This prevents a proposal from being sent to an unconfirmed workspace.
Before sharing, review:
The preview comes from the same frozen snapshot the client receives. Resolve an over-budget buy, missing commission, unsupported allocation, invalid response date, or inactive connection before continuing.
Choose Share proposal for approval. The version is immutable and the Brand workspace receives it with the Campaign conversation.
A Brand Admin or Approver can approve the complete version or request changes with a required message. A plain conversation message does not change proposal state. After requested changes, update the buy and share a complete new version. Earlier versions remain in history.
A response date can send reminders, but it does not automatically approve, reject, or expire a proposal.
When a Campaign is shared for approval, Tap rechecks the active client confirmation and approved scope before an Order can be sent. Supplier, placement, dates, quantities, pricing ceilings, fees, and other client-visible terms must still match.
Approval unlocks the agency's booking action. It never sends an Order automatically. RFP sending is not gated by client approval.
Before the first Order is sent, the Brand can withdraw approval and the agency can void it, with a reason. After an Order is sent, a change becomes a conversation request and does not cancel the supplier commitment.