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What Is This Guide For?
This guide is for anyone using Campaign Manager to brief, manage, or collaborate on a campaign. It explains the role of the Campaign Form, how it’s structured, when to use it, and why it’s essential to the workflow.
Whether you’re filling out the form internally, reviewing it with your team, or sharing it with an advertiser, this guide will help you understand how to use the Campaign Form to keep your campaign setup clear, collaborative, and on track from the start.
What Is a Campaign Form?
Your Campaign Form is the foundation of every campaign inside Campaign Manager. It acts as a centralised record of campaign information, housing everything you and your team (and optionally, your advertiser) need to know in order to successfully deliver your campaign.
Without a completed form, downstream workflows such as asset delivery, approvals, and reporting can’t function as intended. Think of it as your campaign's source of truth.
How Is the Campaign Form Structured?
The form is designed to be easy to fill out, broken into clearly labelled sections that reflect the campaign journey. Each section captures key inputs that automatically power other parts of the platform.
Here’s how it’s structured:
Details - Assign stakeholders, name your campaign, and enter high-level deliverables.
Set Up - Toggle advertiser access, choose whether to use a Content Plan, and configure forecaster details.
Phase Details - Input specific timing and milestones for each campaign phase.
Content - Define your objectives and include guidance on how the content should come to life.
Assets & Media - Upload and manage the files needed for production and approvals.
Tracking & Reporting - Input UTMs, links, or other tools if you're using performance tracking.
Billing - Enter billing details relevant to the campaign setup and reconciliation.
Each of these sections contributes directly to how the campaign behaves inside the platform, including what’s visible to internal stakeholders and advertisers.
When to Use the Campaign Form
The Campaign Form becomes active the moment you generate a campaign in Campaign Manager.
From there, you can:
Complete it collaboratively with your internal team
Share it with advertisers if you're enabling them to provide input or approvals
Save and revisit it over the course of the campaign lifecycle
Campaign Form Steps and Status
Campaign Briefing Forms progress through a set of pre-defined steps and statuses to reflect where they are in the lifecycle.
Draft: This is the initial status, where the first assigned internal user begins filling out the Campaign Form details.
Internal Review: Once the draft is ready, you can send it for Internal Review. This allows your team members to review, edit, or add information before it’s shared externally.
External Review: At this stage, the Campaign Form is shared with the Advertiser for their input. They can add or amend details — but don’t worry, we’ve set clear permissions to ensure they can only update fields relevant to them. Sensitive or controlled data remains protected under your team's access.
Internal Client Briefing Review: After the Advertiser has submitted their edits, your internal team can review those changes and make any necessary adjustments before final approval.
Your Campaign Form can go back and forth through the review process as many times as is needed until you are ready to approve it.
Why the Campaign Form Matters
Much of what you enter into the form dynamically appears across the Campaign Home interface. Here are a few examples:
The Campaign Objective field populates the Campaign Details tab in your campaign overview.
Live Dates are pulled into both the Overview Page and the Forecaster, allowing your campaign timeline to be tracked automatically.
Uploaded assets and setup preferences are reflected across execution, tracking, and reporting tools.
By filling in your Campaign Form accurately from the start, you ensure:
Fewer back-and-forths later in the workflow
Smoother internal collaboration
Clearer visibility for advertisers
Better reporting outcomes
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