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FAQs: Campaign Builder

Get quick answers to common questions about using Campaign Builder for streamlined media planning, collaboration, and proposal generation.

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Written by Avid Admin
Updated over 2 weeks ago

Read Time: 8 minutes

Learn more about how to simplify campaign proposals, collaborate efficiently, and optimise branded content planning.


What Is Campaign Builder Used For?

Campaign Builder is a media planning and selling tool within Avid PubSuite that streamlines the proposal process for branded content campaigns. It enhances proposals by making them more engaging, accessible, and competitive—both internally and externally.

Using a shopping cart–like interface, users can easily add publisher products to media plans, group them by campaign phase, and enhance them with AmpPlus amplification options to increase reach, lower cost per deliverable, and fine-tune targeting to better reach the campaign’s audience.

By automating setup and offering a self-serve experience, Campaign Builder empowers teams to create scalable, data-informed media plans that are easy for advertisers to understand and buy into. The streamlined process also enables publishers to quickly offer multiple product, amplification, and budget options within a single response.

What Are the Key Benefits of Campaign Builder?

  • Simplifies the proposal process by automating media plan creation, reducing the manual effort required to build, customise, and send proposals.

  • Speeds up response times by enabling sales teams to generate professional, advertiser-ready proposals in minutes instead of hours, ensuring you never miss an opportunity.

  • Eliminates common errors and inefficiencies by standardising pricing, formats, and deliverables, reducing back-and-forth and improving accuracy.

  • Improves proposal quality and competitiveness by providing structured templates and visually engaging formats, helping your sales team deliver standout proposals that win more business.

How Do I Access Campaign Builder?

  1. In your Workspace, navigate to the menu bar on the left-hand side of your screen

  2. Select the "Campaigns" tab

  3. Click on "Campaign Builder"

How Do I Save My Campaign Plan?

Campaign Builder automatically saves updates whenever changes are made, ensuring no data is lost.

Do I Have to Share the Campaign Plan With My Client, or Can I Use It Internally?

While Avid PubSuite recommends sharing campaign plans with clients to maximise efficiency and streamline workflows, this is not mandatory. You can use Campaign Builder purely as an internal planning tool if preferred.

To ensure consistency across responses and teams, Workspaces can customise, templatise, and lock the media plans. Plans can also be exported to Google Sheets or Excel when needed.

While we recommend sharing campaign plans with clients to maximise efficiency and streamline workflows, you can also use Campaign Builder as an internal tool.

Your workspace's media plan can be customised, templatised, and locked to ensure consistency across your responses and sales team. If you prefer to use existing tools, you can export plans to Excel, Google Sheets, CSV and PDF.

Who Can Access the Media Plan?

Access is determined by the workspace owner through roles and permissions settings. You can share media plans directly through the platform with advertiser team members for specific campaigns, or export plans to Excel, Google Sheets, CSV and PDF.

What Export Options Are Available for Media Plans?

You can export media plans in several formats:

  • Excel

  • Google Sheets

  • CSV

  • PDF

Does the Platform Track Changes and Version History?

Yes, the platform saves and stores every version of a plan at every status change throughout the campaign response process. This means both publishers and advertisers can always go back and see previous changes and revisit key campaign plan milestones when needed.

These versions can be accessed via the Campaign Folder within the Campaign Builder section or within the specific Advertiser’s Campaign Builder section under “Advertiser Organisations”.

Within a specific Advertiser Organisation

Can We Modify a Media Plan After It's Been Signed Off?

No, plans can only be edited if they haven't been signed off. Once approved, you'll need to duplicate the plan and make adjustments in the newly created version. You can add this to the same folder for easy reference.

Can Multiple Team Members Edit a Media Plan Simultaneously?

Yes, multiple people can work on a media plan at the same time, facilitating collaboration.

Are There Any Product or Format Restrictions in Campaign Builder?

All products and formats built on PubSuite can be added to Campaign Builder. For products or formats not in PubSuite that aren't intended for frequent use, you can add them as Manual Line Item Adjustments to ensure their costs and inclusions appear in the media plan.

To learn more, visit our Manual Line Item Adjustments Guide.

What’s the Current Workflow for Media Plan Approval (and What Does ‘Approve on Behalf’ Mean)?

Currently, media plans are approved through a streamlined process called Approve on Behalf This allows publishers to carry out their standard review and refinement workflow with advertisers to then act on the advertiser’s behalf within the PubSuite platform and approve the plan.

This process is set to evolve. In H2 2025, a new publisher-to-advertiser workflow will be introduced in PubSuite. This updated flow will introduce in-platform touchpoints for review, adjustment, and approval, enabling advertisers to directly review and propose updates to the media plans within the platform. The aim is to support greater transparency, collaboration and efficiency between publishers and advertisers.

Does Campaign Builder Integrate With CRM Tools Like Salesforce or HubSpot?

Campaign Builder doesn't currently integrate with CRM tools, but this functionality is on our product roadmap. For the most up-to-date information or to discuss potential solutions, please contact your PubSuite Client Success Manager.

For Supplied Articles, Our Team Needs to Review the Article Before Approving the Booking. Can Campaign Builder Cater for This?

This process currently requires coordination with the Advertiser, as the Campaign Plan can only be approved when the Publisher approves on the advertiser's behalf, thereby facilitating publisher review of the article prior to approving the booking.

Workflow functionality to streamline this process is on the product roadmap. For the latest updates or to explore possible solutions, please contact your PubSuite Client Success Manager.

How Do I Add Products to a Media Plan?

Products can be added from the Publisher Profiles and Products section in Campaign Builder, where available products are displayed as tiles that show each product’s primary and supplementary content components.

From there, you can add a product directly by clicking Add to Campaign on the product tile, or select Full Product Details to view more comprehensive information before adding it. This will add the product to your Campaign Builder cart which can then be viewed in the media plan format by clicking the Media Plan button in the bottom right corner.

How Do Folders Work in Campaign Builder?

Folders in Campaign Builder serve two main purposes:

  1. Organisation: Group multiple plans related to the same brief in one place for easy reference (such as different approaches for the same budget or different budget amounts).

  2. Version Tracking: Track campaign plan versions as they move between publisher and advertiser, saving each version to monitor changes or revert to previous versions if needed.

What Are Campaign Phases?

Campaign plans are structured in phases, allowing you to group selected media products based on strategy such as product launch, evergreen content, quarterly phases, brand products, time periods, and more. Phases can run concurrently or at different times, and a campaign can have one or many phases depending on your needs.

What Should I Do If I Encounter Technical Issues or Questions With Campaign Builder?

If you experience technical difficulties, you can contact support through the help icon in the bottom right corner or reach out to your PubSuite Client Success Manager with details of the issue, or reach out to your Client Success Manager.

How Can I Request New Features or Improvements?

We value your feedback and welcome any feature requests! Please contact your PubSuite Client Success Manager directly for more information.

Does Campaign Builder Generate Invoices for Booked Campaigns?

No. Campaign Builder is designed to support the end-to-end planning, budgeting, and delivery optimisation of audience-targeted campaigns. While it enables detailed campaign planning, cost forecasting, and margin setting, including service and platform fees, and spend discounts at the campaign level—it does not currently generate invoices or facilitate financial reconciliation. Invoicing remains the responsibility of your internal finance or billing systems.


Need more help?

Contact PubSuite Support via the chatbot button located in the lower-right corner of your screen.

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