Reconciling Campaigns

Campaign Reconciliation allows you to prepare the invoice & accept/reject IDs for the Campaign(s) on your schedule.

When a Campaign is complete, RapidoReach collects the accepted and rejected IDs to ensure our clients are invoiced properly, and that the appropriate quality measures are taken for the rejected IDs.

With this feature, you’ll become empowered to reconcile your Campaign within your dashboard.

How do I reconcile my Campaign?

1. Click on the “Completed Campaigns” tab within your dashboard.

 

You’ll see a new option (✔) under “Actions”:

 

2. Click the checkmark next to the Campaign you’d like to reconcile.

 

3. Copy/Paste the “Accepted IDs” into the appropriate input box.

When setting up your Campaign, you input an “Entry URL” that contains the unique identifier that you’ll input into the “Accepted IDs” field. For reference, we’ve included the variable name of this unique identifier below the “Accepted IDs” input box.

4. Fill in the necessary PO / invoice ID, business unit, and any “notes” you’d like to provide for your finance team.

Reconciliation Fields:

• Recorded IDs: These are the IDs that RapidoReach identified as “Completes” for this Campaign.
• Accepted IDs: These are the IDs that you have recorded as “Completes”.
• Rejected IDs: These IDs are those not accepted.
• Unrecognized IDs: These are the IDs that don’t match our “Recorded IDs” list.

 

Once the forms are complete, you’ll see the reconciliation details in the bottom right-hand corner of the screen.

5. Click “Complete reconciliation” to reconcile your Campaign.

 

Upon clicking, you’ll receive a prompt to confirm you’re ready to reconcile.

6. Click “OK”, and you’ll receive a message at the top of your browser indicating the creation of your invoice.

 

That’s it, your Campaign has been reconciled!

DIY Reconciliation Fails / Not Permitted

DIY Reconciliation Parameters

When reconciling your Campaign, if the rejected amount is greater than or equal to $50 AND the reject rate (% of revenue rejected) is greater than or equal to 20%, DIY reconciliation will not be allowed.

What are the next steps?

You will need to provide RapidoReach with a list of the following:

1. Campaign ID
2. P.O. Number
3. Accepted IDs
4. Rejected IDs and reasons for rejection

Send this information to info@RapidoReach.com

What will RapidoReach do?

If the rejected reasons for IDs are in good faith, RapidoReach will utilize the above information to reconcile the Campaign on your behalf and confirm via email they have reconciled the Campaign.

We’d love to hear your feedback. Please let us know of any questions or concerns!