How to Create Cross Selling Agreement

Access the Account

1. In Arc, go to the Accounts tab on the left-hand side. 
2. Click on the Accounts page at the top. 
3. Make sure you select “My Accounts” under the Accounts drop-down.
4. Select the account under which you would like to add the agreement.
5. Ensure all Business Details and Contacts are entered correctly before entering the agreement.

Create the Agreement

6. Click the Agreements tab at the top of the account page.
7. Click “New Print Deal” to the right.
8. Fill out all the information for the ad placement that you’re putting in your magazine.
9. Click “Add Insertions” once that is complete and it will populate under the “View Insertions” link below.
10. If you want to cross-sell the same client into another publication, start a new ad insertion and enter the details for the ad placement in the additional publication.
11. Select the appropriate Design Services based on whether the client will provide print-ready materials or utilize creative services.
12. Select the appropriate Design Services based on whether the client will provide print-ready materials or utilize creative services. 
13. Enter the Design Fee as stated in the contract.
14. Select the appropriate Publication.
    • If a publisher has restricted cross-selling, their publication will appear grayed out and cannot be selected. 
    • Pre-launch publishers cannot cross-sell into other publications until their magazine has officially launched. However, agreements may be cross-sold into pre-launch magazines once they have generated at least $10,000 in revenue. Until that milestone is reached, pre-launch magazines will not appear as available options for cross-selling.
15. Select the Placement ad size.
    • If a publisher has restricted specific ad placements, it will also appear grayed out and cannot be selected.
16. Select the Term for the length of the agreement.
17. Select the Month/Year for the start and end date of the agreement.
18. Select the first issue you would like the advertisement to print.
19. Under Investment, input the monthly rate for the ads listed in the agreement.
    • Agreements should be sold at the receiving publication’s Rate Card rate. The rate card price may be discounted, but any discount will come out of the selling Publisher’s commission, down to $0 if needed. The receiving Publisher’s commission cannot be discounted.
20. Enter any Placement Notes for the layout team to provide direction on where the ad(s) should be placed in the magazine to avoid having to use Edits in the Proofing Round to change where the ad is placed.  Placement of the Ad is usually discussed during the Contract Signing. 
21. Click Add Insertions to transfer information into the monthly chart below.
22. If you would like to add another publication to your cross selling agreement, repeat the process above.
23. Click View Insertions to view the monthly chart of all the client’s ads for both publications within the agreement.
24. Select the Digital Package listed in the agreement.
25. Input the Editorial Feature information listed in the agreement.
26. Ensure the business owner is listed as the Primary Contact in this field.
27. Input Business Monthly, City Scene, and any additional features
28. Use Notes for listing negotiated terms to be front-facing to clients (social media posts, trade, etc.) that do not relate to Editorial features.
29. Click Complete under each category to save.
30. As insertions are added to the agreement, the Summary will tally up to display the count for each insertion size, the value, and the total client investment.
31. Click Preview Deal to verify the details.

Send the Agreement

32. Select the person who will be assigned as the Agreement Manager and coordinate the ads for this client.
    • The Selling Publisher should be listed as the agreement manager. They serve as the primary client contact and are responsible for relationship management, client communication, coordination of creative assets, customer service & collections follow-up.
33. Click Save Deal to save the details of the agreement.
34. Click Next and select how you would like the agreement to be signed:
35. Sign Now - In-person electronic agreements
36. Email Agreement - Send agreement proposal to the Primary Contact
    • You can select multiple contacts from the account’s Contact list to send the agreement to.
    • Publishers must be copied on proposals that include their publication at the time the proposal is presented to the client.
37. Upload Scanned Agreement - Upload signed paper agreement or Insertions Order
38. Mark as Signed - Entering trade agreements