This article covers

What are the campaign planning views good for?

Campaign Management

1. Campaign tab

2. Planning tab

3. Availability tab

How to create campaigns

Campaign Preview & Quick Edit

Quick-edit

Quick-assign


What are the campaign planning views good for?

  • Central, cross-team overview of what, when and where any activity is executed

  • Manage and share the campaign lifecycle with campaign status

  • View occupancy of placements

Campaign management

Campaigns are managed in three views to cater different user personas and use cases - campaign tab, planning tab, availability tab.

1. Campaign tab

  • All campaigns are listed in a table view with a summary of the key campaign information - status, dates, budget, number of involved advertising partners and placements

2. Planning tab

  • All campaigns appear on the planning tab in a timeline view

  • Expand all associated placements via the toggle (left of campaign name)

  • Edit campaign and placement dates via drag on drop on the timeline

3. Availability tab

  • All channels and placement bookings appear on the availability view

  • See occupancies of each placement and identify open potentials/availabilities

  • Edit campaign and placement dates via drag on drop on the timeline


How to create campaigns?

  • Navigate to the Campaign tab in the navigation bar on the right (alternatively campaigns can be created from the Planning tab as well)

  • Click on “Create campaign”

  • Populate the campaign name (mandatory), dates (mandatory), price and partners

  • Select the placements which are part of this campaign, one or several placements can be selected

  • Search and filter help you navigate to the relevant placements quickly

  • Click “Create”


Campaign Preview & Quick-Edit

Video: Quick- edit and assign in timelines (Planning and Availability functionality)

Quick-edit

Preview and edit key campaign information with one click on a campaign or placement bar in the timeline - such as name, dates, status, partner, budget and notes. You can now also add notes and budgets, not only on campaign level, but also more granularly for placements.

Access the full edit page or delete a campaign or placement with a right-click on the bar.

Quick-assign

a) In Planning View | Add multiple bookings of the same placement

e.g., within one campaign three Instagram Storys are scheduled

b) In Availability View | Create a new booking of a placement by double-clicking in the timeline. A booking will be created and you are asked to assign it to a campaign

e.g., add a booking of the Category Online Banner to the Product Launch Campaign

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