In This Article:
Welcome To Campaign Manager
Step 1: Review Your Campaign Form & Setup
Step 2: Upload Campaign Assets
Step 3: Plan Your Content
Step 4: Review Content & Creative
Step 5: Stay Up To Date
What's Next?
Welcome To Campaign Manager
Managing a campaign usually means juggling assets, approvals and updates across multiple emails and stakeholders. Campaign Manager replaces that back and forth with a single place to manage everything from campaign briefing through to final delivery.
Once your campaign is underway, you'll use Campaign Manager to review content, approve creative, communicate with Media Owners and track progress. You'll also receive notifications when something needs your attention, so nothing gets missed.
This pack will get you up to speed in a few minutes. Start with the welcome video, then follow the steps below.
Watch our Campaign Manager Video.
Step 1: Review Your Campaign Setup
Before your campaign kicks off, take a few minutes to review the campaign details in the Campaign Form and make sure everything is set up correctly. This is your source of truth for campaign information throughout delivery.
Within your Campaign Form you can:
Review campaign objectives and key information
Add or update campaign messaging and requirements
Check campaign live dates
Confirm content review deadlines
Review campaign inclusions and deliverables
View participating Media Owners
If multiple people from your organisation need access to the campaign, such as a Content Manager, you can add them directly via the Campaign Form. This ensures the right people are notified, included in the workflow and able to take action when needed.
You can:
Add additional users and assign user roles to your campaign
Manage stakeholder permissions (Optional Approver, Viewer, Final Approver)
Ensure the right people receive campaign updates and notifications
Include the right stakeholders in content review and approval workflow.
Step 2: Upload Campaign Assets
The Files section is a central place to upload and share everything your Media Owners need to deliver the campaign. Keeping assets here avoids version confusion and means everyone is working from the same files.
Within Files you can:
Upload campaign assets such as logos, imagery and display banners
Share any additional briefing documents with Media Owners
Upload tracking links
Add brand guidelines
Step 3: Plan Your Content
Before content production begins, Media Owners may submit content plans, concepts or article angles for approval, where Content Planning has been included in the campaign setup.
Within Content Planning you can:
Review proposed content concepts and angles
Provide feedback on content direction
Request revisions
Approve content plans
Align on messaging before content production begins
Step 4: Review Content & Creative
When content is ready for your review, you'll receive a notification and it will appear in your To-Dos, prompting you to take action.
You can review:
Articles
Display creative
Videos
EDMs
Social content
Podcasts
Within the review workflow you can:
View draft content and creative
Provide feedback on individual elements such as headlines, images and captions
Request revisions
Approve content
Track revision history and approvals
Share content via a secure link with external stakeholders such as legal or compliance teams who do not have platform access
Step 5: Stay Up To Date
Campaign Manager keeps all campaign communication, actions and progress updates in one place, reducing the need for email back and forth throughout the campaign.
To-Dos show you any outstanding actions that require your attention, with deadlines so nothing is missed.
The Noticeboard is your direct line of communication with your team and Media Owners. Use it to share updates, ask questions and keep all campaign conversation in one place rather than scattered across email threads.
The Forecaster gives you a live view of campaign progress, showing where each deliverable is up to across every Media Owner, so you can see at a glance whether the campaign is on track.
What's Next?
As your campaign progresses, Campaign Manager will notify you when content is ready to review or actions need your attention.
Once your campaign goes live, you'll have access to your own campaign dashboard where you can monitor performance and track delivery progress.
When you're ready to go deeper, explore the Campaign Manager Help Centre collection for detailed guides and walkthrough videos.
Need More Help?
Contact Collab Support via the chatbot button located in the lower-right corner of your screen.
