Guide: Campaign Form Checklist

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What Is This Checklist For?

This checklist is here to help you complete the Campaign Form. It walks you through what information to provide in each section, so our publisher partners clearly understand your campaign, your goals, and what the campaign needs to achieve.

It outlines what information to prepare for each section of the Campaign Form, helping your campaign move smoothly from setup through to delivery.

What Is The Campaign Form?

The Campaign Form is where all key details of your campaign are captured in one place, including objectives, live dates, content requirements, assets and tracking setup.

It acts as the single source of truth for publishers and your internal teams. Completing the form clearly from the start helps keep production, approvals and reporting on track and reduces the need for follow up questions later.

Why The Campaign Form Matters

The information you provide in the Campaign Form flows through the rest of the platform and directly impacts how your campaign is delivered.

For example:

Your campaign objectives help publishers understand what the content should focus on and what success looks like.
Your live dates are used to plan when content and ads go live and how long the campaign runs.
Your assets (logos, images, key messages) are used to create and produce your campaign content.
Your tracking links are used to measure performance and report results back to you.

A clear brief upfront helps align teams and publishers, keep timelines on track and set clear expectations from the start.

What Details Do I Need To Provide?

The Campaign Form is split into sections that follow the campaign journey. The more complete your brief is upfront, the easier it is for publishers to plan, deliver, and create high quality content for your campaign.

Use the checklist below to prepare what’s needed for each section.

Campaign Information

Set the foundation of your campaign by providing:

Campaign name and description
Campaign objective
Add key stakeholders involved in review and approvals, for example
- Campaign Manager
- Content Manager

You should also specify who the final approver for the campaign. This should be the person who gives final sign off on content and creative before anything goes live (for example, a brand lead or marketing manager). This ensures there is clear ownership at sign off stage and avoids delays or confusion during content approvals.

Campaign set up tab

The Campaign Setup tab allows you to customise how your campaign will run. Here, you can enable email notifications so updates are shared with everyone collaborating on the campaign when key actions or changes occur.

You can also toggle features such as Content Plans and Advertiser Content Reviews, depending on how you want the campaign workflow to operate.

Make sure you also review and update the Campaign SLA Defaults, as these determine key to-do dates and campaign live timelines, which are automatically populated in the Forecaster.

For view more information on forecaster, view the guide here.

Content

Content focus and key messages – Clarify the main themes, talking points and outcomes the content should communicate. This helps ensure messaging aligns with your campaign objective.
Mandatory inclusions – Specify any required elements such as product names, specific product variants, disclaimers, links that must appear in the content.
Brand do’s and don’ts –Highlight any compliance considerations, legal requirements or brand specific guidelines that must be followed. This may include mandatory disclaimers, regulated claims, tone restrictions or industry advertising standards. Providing this upfront helps ensure content remains compliant, on brand and avoids delays during review.

Clear direction upfront helps publishers deliver content that’s on brief from the first draft.

Assets & Media

Share everything needed for production, including:

Core campaign assets such as images, logos and display assets
To view the asset requirements, view the guide here.

Tracking & Reporting

Specify which tracking links will be used to track and measure performance including:

UTMs
1x1

This ensures performance data is captured accurately once your campaign goes live.

To view more information on tracking links, view the guide here.

Billing

Complete this section with your billing details to ensure invoices are issued correctly. Under the Billing tab, you need to enter the following information