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IN THIS ARTICLE
What Is This Guide For?
This guide explains the purpose of the Campaign Briefing Form in Campaign Manager—why it matters, what it enables, and how it helps align teams and advertisers before a campaign goes live.
What Is The Campaign Briefing Form?
The Campaign Briefing Form in Campaign Manager is designed to align everyone—publishers, advertisers, and internal teams—before a campaign ever goes live. It acts as your campaign’s source of truth, capturing critical information across phases and stakeholders to reduce ambiguity and enable smoother execution.
This guide explains why the briefing form exists and how it powers better campaign outcomes.
Why the Campaign Briefing Form Matters
A successful branded content campaign begins with a clear brief. The Campaign Briefing Form ensures:
Alignment across teams – Everyone starts from the same foundational understanding, including sales, content, client success, and editorial teams.
Stronger campaign outcomes – By documenting campaign goals, target audiences, creative requirements, and timelines early, you minimise downstream rework and maximise quality.
Efficient cross-functional collaboration – The form is designed to be filled out collaboratively. It captures what each team needs, when they need it.
Transparency for advertisers – If advertiser access is enabled, clients see what’s planned, what’s required, and when things are happening.
What the Briefing Form Enables
By completing the Campaign Briefing Form, you’re setting up:
Campaign Details: Key setup information including budget, objectives, brand, and roles
Phased Planning: Ability to break campaigns into structured phases with deliverables and timelines
Creative Alignment: Content direction, tone, brand dos/don’ts, and required assets
Tracking & Reporting Settings: How campaign performance is measured and shared
Workflow Integration: Optional features like Timeline Forecaster, Workflow Builder, and Content Plans for automated collaboration
Advertiser Collaboration: (If enabled) advertisers can review and contribute, streamlining approvals and expectations
Who Uses It (And When)
The form is filled out in stages. Depending on your role, you may complete different sections:
Sales or Client Success – Start the form with campaign setup, brand info, budgets, and client roles
Campaign Managers – Add phase details, internal team roles, and scheduling
Content Teams – Define creative guidelines, asset needs, and brand specifications
Advertisers (if enabled) – Review and provide feedback on the plan, content focus, or required approvals
Each campaign briefing moves through a structured path:
Admin Briefing
Campaign Briefing
Client Success Review
Advertiser Review (optional)
The Outcome
A properly completed Campaign Briefing Form becomes your campaign’s operational playbook.
Everyone knows who’s doing what
Stakeholders are looped in from day one
Deliverables and expectations are clear
The campaign is ready to move into execution—on time and on brief
Need more help?
For further support, reach out to your PubSuite Client Success Manager or click the Help icon in the bottom right of your screen.
To learn how to fill out the form, visit:
How-To: Draft a Campaign Briefing Form in Campaign Manager
To align your setup strategy, check out:
Guide: Best Practices for Campaign Briefing