Basic steps to create Campaign

Roles required

Admin role - Full access

Superuser - Reduced access - Cannot delete and download

Start creating Campaigns

1. On the main page Select 'New Campaign' and name your campaign

    2. Start with the 'Information' tab by placing all relevant data.

Campaign reference

Owner of campaign

Purchase Order Number

Set Overs Type to percentage or Quantity

set Over amount

Set file Copy amount

3. Set all relevant campaign dates if required

4. Go to 'Elements' tab, and start adding all chosen Elements for the Campaign

5. Go to Briefs tab to start adding briefs - Learn More about creating briefs here

6. Go to 'Allocations' tab. You'll see a list of all Elements previously added. Select an Element to start allocating. 

Select articles to learn these allocation methods

• Asset Allocations
• Feature Allocations
• Location & Location List Allocations

7. Once you have completed allocating, you can now Complete campaign, Download CSV as an order document and get ready to send through to logistics and the printing process. 

• Select Complete Campaign and Confirm

• You'll notice your campaign status will change from Draft to Complete