Read Time: 5 minutes
Learn how to edit a Campaign Briefing Form in Campaign Manager and update key details, settings, resources, timelines, and more.
Navigate to your Workspace
2. Click Campaign Manager
3. Click the Action Button on the relevant campaign
4. Click Edit Campaign
5. In the Campaign Details tab, you can manage key information including:
Campaign Status
Brand Promoting, Industry, Sub Industry
Assigning internal team members or Advertiser resources
Campaign links
Reviewing or updating costs and deliverables
6. Configure settings in Campaign Setup section. Choose the option based on the needs of this campaign.
Decide if you want Email Notifications to be used
If the Advertiser should have access to the campaign - and if so, what they can review
Determine if Forecaster is needed for project timelines
Specify if a Content Plan is required for concepts
Note: This setting applies only to the current campaign
7. In Phase Setup & Briefing, you can add, edit or delete Phases
Earliest Phase Live Date: The soonest date any phase of the campaign is scheduled to go live
Latest Phase Live Date: The latest date any phase of the campaign is scheduled to go live
Earliest Phase End Date: The earliest date any phase of the campaign is expected to end
Latest Phase End Date: The latest date any phase of the campaign is expected to end
8. Update briefing instruction in Content Details, you can choose between:
Topline Briefing: Allows you or the Advertiser to set high-level briefing details for the overall campaign. This is ideal when the core objectives or messaging apply across all content, without needing to define each individual content piece
Detailed Briefing: Allows you or the Advertiser to provide specific briefing details for each individual content piece. Use this when content requirements vary, or when more granular direction is needed per content.
9. Manager creatives in Assets & Media
Files: For PDFs or documents like brand style guides, campaign briefs, or reference materials
Assets: For images, videos, or other media to be used in the campaign
This helps ensure all of your internal teams have access to all supplied assets and media in one spot - ensuring consistency and supporting a smoother campaign execution.
10. Setup tracking in Tracking & Reporting
Tracking Set Up
Third Party Performance Monitoring: Indicate if performance will be tracked using platforms outside of the PubSuite dashboard
Using UTM/Click Trackers: Specify if you’ll use link-tracking to measure traffic to sites within the campaign
Reporting Set Up: This section is only relevant if you're using the Avid Automated Reporting tool
Campaign Performance Dashboard Breakdown: Determines the default view of the Campaign's Reporting Dashboard
Meta Amplification Metric Treatment: Determines whether any Meta ads data is consolidated with any organic delivery, or separated
11. Update the Advertiser's billing information in Company Info
12. Click Save & Continue
Need more help?
Contact PubSuite Support via the chatbot button located in the lower-right corner of your screen.