Read Time: 4 minutes
The Campaign Briefing Form is your campaign’s operational playbook. As an advertiser, your review ensures that everything planned by the publisher aligns with your goals, timelines, and expectations. This guide shows you how to review, edit (where applicable), and collaborate on the campaign setup via Campaign Manager.
IN THIS ARTICLE
What the Briefing Form Covers
The Campaign Briefing Form consolidates key campaign details across phases, creative requirements, scheduling, and measurement. It’s designed to:
Provide full visibility into what’s been planned
Capture your campaign goals, brand nuances, and required approvals
Minimise misunderstandings before production begins
Create a collaborative space for reviewing and aligning on content plans, deliverables, and tracking
How to Access the Briefing Form
Once the publisher completes the internal setup, you’ll receive a To-Do and notification to review the form.
To access:
Log into PubSuite
Navigate to the Active Campaigns tab on the dashboard
Select your campaign marked as “Client Briefing”
Open the Briefing Form to begin your review
If you can’t see the campaign or form, reach out to your publisher contact or PubSuite Client Success Manager.
What to Review (Section-by-Section)
Each form will be slightly different depending on how the publisher has configured the setup, but here’s what to check:
Campaign Overview
Campaign title and brand information
Account team - members of your organisation who will be working on the campaign
Check the campaign costs and deliverables align
Campaign description and objective, and any other relevant notes
Campaign Phases
Review each Phase Title, live dates, and check the number of content pieces
Confirm pacing, and phase description
Check the phase deliverables align with your expectations
Content Requirements
You’ll be able to view and optionally contribute to:
Content focus, tone, audience summary
Mandatories and Do’s/Don'ts
Logo usage guidelines and asset handling
Social handles or brand inclusions
Assets & Media: Uploading Files and Providing Input
You can upload or link required brand assets directly from within the form:
Use Upload File to add briefs, logos, guidelines
Use Upload Asset for images, mock-ups, or content drafts
Use Add Link for shared folders (Google Drive, Dropbox etc.)
Uploaded files will be available to the publisher’s content and delivery teams.
Final Steps and Approvals
Once you’ve reviewed all sections and uploaded your files:
Use the Save button to approve your brief
The campaign will be returned to the publisher for next steps
Keep an eye on PubSuite notifications for future updates on:
Further required reviews of your Campaign Form
Content reviews
Asset approvals
Campaign scheduling
Note: You won’t be able to directly edit all sections—your publisher may update them based on your input.
Need more help?
Contact PubSuite Support via the chatbot button located in the lower-right corner of your screen.