Create a Campaign

Create Campaign Example

Campaign_Creation_-_Campaign_Settings_-_Create_a_Campaign1.png

Create New

The agency contact creates new campaign under Create campaign. You enter the fields and create the campaign directing you to a new media plan.

The contact also has the option of copying an existing campaign including the media plan. After modifying and saving the campaign, the copied media plan is available for modification. The copy creates a new campaign. Copying an existing streamlines the process when the campaigns are similar or identical.

Create a New Campaign
Step

Procedure

Results

1 Login to the Dashboard.

A list of Initiatives and Campaign appear.

2 Select the Initiative.
3 Click Create campaign. A drop menu appears.
4 Select Create new. The New Campaign page appears.
5

Enter the fields under Campaign Details:

Campaign Name*

ID

Target Budget*

Start Date*

End Date*

5a

Advantage Users only:

Enter Advantage codes in the fields:

Division ID

Product ID

Sales Class ID

6 Enter a description in the Notes fields.
7 Click the Next button. The Objectives tab appears.
8 Select an Objective* from the drop menu. The Objective, KPI, and Goals are mandatory fields.
9 Select the KPI* from the drop menu. N/A
10 Enter the Goal* up to two decimal places. The metric appears. (e.g. $)
11 Click the Add another objective link, if applicable. N/A
12 Click Next. The Account Team appears.
13 Select members from the Account Team drop menu. The member name appears.
14 Click Create. N/A

The new Campaign loads under the Initiative and appears by name. The Campaign name, budget, duration, and details appear along with an untitled media plan.

Create From Existing

Creating a new campaign from and existing plan copies the details, objectives, KPIs, goals, account team members, collaborators, and notes. Selecting from Create from existing displays the planned, approved, live, completed, and archived campaigns and media plans. The page displays the available campaigns by name, client, brand, start/end date, and ID (if applicable). The campaign ID, Activity feed, and messages are excluded. Copying from an existing creates a new campaign with identical or similar fields.

The copy of the media plan includes the vendors, properties, contacts, line items, add-ons, and notes. The proposals and messages are excluded.

Copy an Existing Campaign
Step

Procedure

Results

1 Login to the Dashboard.

A list of Initiatives and Campaign appear.

2 Select the Initiative.
3 Click Create campaign. A drop menu appears.
4 Select Create from existing. The Select Campaign page.
5 Search for a campaign by key word. The results appear.
6 Enter a keyword in the Search all campaigns... field. The results appear.
7 Select the campaign. The Select Media Plans page appears.
8 Add the media plan(s).

The add icon changes to selected. The Create button is available.

Note: Enter keyword in the Search all media plans... field to find existing media plans.

9 Click Create. The Edit Campaign page appears.
10

Modify the Campaign Details:

Campaign Name*

ID

Target Budget*

Start Date*

End Date*

Notes

10a

Advantage Users only:

Enter Advantage codes in the fields:

Division ID

Product ID

Sales Class ID

11 Select the Objective tab. The existing objective, KPI, and goal appears.
12 Select an Objective* from the drop menu. The Objective, KPI, and Goals are mandatory fields.
13 Select the KPI* from the drop menu.
14 Enter the Goal* up to two decimal places. The metric appears. (e.g. $)
15 Click the Add another objective link, if applicable.
16 Click Account Team tab. The existing Account Team appears from the copied campaign.
17 Select members from the Account Team drop menu. The member name appears.
18 Remove members from the existing Account Team list. The member name is not visible.
19 Click Save. The media plan appears on the Campaign Overview page as a "Copy of".

Note: The campaign results are based on the permissions access.

Create From Existing - Select Campaign example

Campaign_Creation_-_Campaign_Settings_-_Create_a_Campaign2.png

Select/Add Media Plan Example

Campaign_Creation_-_Campaign_Settings_-_Create_a_Campaign3.png

Copy of Campaign Created and Edit Campaign Page Example

Campaign_Creation_-_Campaign_Settings_-_Create_a_Campaign4.png

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