Read Time: 7 minutes
Follow the instructions below to structure and scale campaigns effectively using Campaign Builder
Navigate to your Workspace dashboard
2. Click on "Campaigns" on the left hand panel.
3. Click "Campaign Builder" from the dropdown on the left hand panel
4. Click "Start New Plan"
Building the Campaign Base
5. Give your Campaign Plan a Name
6. Click "Select Account" on Advertiser Account
7. Tick the box of the advertiser you wish to choose.
Tip!
If you are building out a campaign plan for a new advertiser, navigate to Advertiser Accounts via the left hand side panel and "Add" the new advertiser to then select them in the Campaign Builder set up.
8. Click "Campaign Folder" dropdown to choose a folder, or create a new folder.
9. Assign the workspace Commercial Manager
10. Input the Advertiser brand name in the "Brand Promoting" field
11. Choose the Advertiser's Industry in the drop down
12. Click "Next"
13. Enter the Budget
Tip!
You can toggle between Gross and Net calculation.
Gross: This option calculates the total spend before any discounts are applied.
Net: This option takes into account the Advertiser Discount when calculating the campaign total.
14. Optional: Add Geographical, Demographical and or Audience Targeting to be applied as default for any amplification added to products
Tip!
This default targeting is particularly helpful if implementing a campaign wide standardised amplification strategy.
You can skip this step since and apply these settings directly to the specific product/s.
15. Click "Next"
16. Click "OK"
Building The First Campaign Phase
17. Enter the Phase name and apply the start and end phase dates.
18. Click "Add To Campaign"
Adding Products to the Campaign Plan
19. You now have a Campaign Plan.
Start adding products by Clicking "Add Product"
20. Choose the content you wish to add on the plan by Clicking "Add to my Campaign"
21. Select the content approach on the dropdown, as required
22. Click "Add To Campaign"
Tip!
To add amplification to the product, toggle on "Add Additional Audience Targeting" and fill in the additional fields
You’ve successfully created your campaign! Now, you can continue adding more products and applying amplification spend to them.
For more information on products and amplification, check out the other How-to Guides on Intercom.