Program Delays:
Leads
If a program is running late whether it's because it was sold wrong, the customer changed filters or any other reason (and we are not doing a change order), delivery requests a new end date via SF. The CSM will be notified of this request and they will request approval from the vendor. Once the approval is received from the vendor (via email AKA in writing), the CSM forwards this to the finance team and the finance team takes care of updating the new end date in SF.
Sponsored Comparison (SC)
We do not request new end dates or update end dates in campaigns for Sponsored Comparison programs.
The exception to this rule is when the program is delayed for reasons that are on the PeerSpot end (e.g. technical issues) and not customer-side issues (e.g. them not providing crucial delivery info on time). When this happens, delivery is to request approval of extending the end date from their manager. No need to request a new end date in SF. Adjust the end date on the campaign only.
PeerIntent
If the program activation date was delayed, ask the CSM when the program's end date should be. Adjust the campaign's end date accordingly and add clear notes regarding this update to the SF case.
In general, for PI specifically, it is OK to extend end dates on the campaigns.
No need to request a new end date from the vendor.
Retargeting
If there is a significant delay and it's clear that the program won't be completed on time, a new end date should be requested in SF.
In order to calculate the new end date, use the retargeting estimator tool. Check the targeted categories and filters in order to estimate how many clicks can be delivered per month.
PeerPixel
If there is a significant delay and it's clear that the program won't be completed on time, a new end date should be requested in SF.