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Everything you need to know about Collab Platform as an Agency or Advertiser

Advertisers & Agencies

Campaign Production & Implementation

A step-by-step guide to understanding, reviewing, and approving your campaign content plan.

How To: What Is A Content Plan And How Do I Review It?

How to review your article draft, leave feedback and submit your revisions to the publisher.

How To: Review an Article

How to review video drafts, add time-stamped feedback, and submit revisions to publishers.

How To: Review Video Content

Review social content, share feedback, and approve updates.

How To: Review Social Posts

Discover how to navigate the Advertiser Homepage and understand the four key areas: Home, Explore, Build, and Deliver.

How To: Navigate Your Advertiser Homepage

The Individual Content Overview lets you see every content piece in your campaign, its current status and any items that need action. It’s a quick way to understand what’s in…

How to: View Your Individual Content Overview

Where to access shareable article links and how to share them with internal or external stakeholders.

How To: Share Articles With Stakeholders Outside The Platform

This guide shows you how to locate your campaign from the homepage and access key information, including deliverables, content reviews and campaign progress.

How To: Find Your Campaign

How to review campaign content, add feedback and approve.

How To: Review Campaign Content

Where to find your article’s preview link and complete a final review before it goes live.

How To: Review The Preview Link Of An Article

This guide shows you where to find your performance reporting in the platform and how to view key metrics for each content piece, helping you quickly see what’s resonating with…

How To: Review Performance for Each Content Piece

Your To-Do’s outline the key tasks you need to complete during your campaign. They also highlight any overdue tasks, upcoming deadlines and completed items, helping you keep your campaign on…

How To: Manage Your To-Do's

Learn how To-Do's keep campaigns organised, on track, and automated.

Guide: How To-Do's Power Seamless Campaign Execution

A practical guide to reviewing your content plan so your campaign is set up for success before production begins.

How To: Content Plan Best Practices

How to view your campaign and content status and see if anything needs your attention.

How To: Check Your Campaign And Content Status

This guide shows you where to find your campaign content, how to view the details for each item and how to understand what’s included in your campaign, including primary and…

How To: View & Manage Your Campaign Content

How to share a link to your campaign performance dashboard

How To: Share Your Campaign Dashboard

This guide explains what the Noticeboard is, where to find it, and how to use it to manage campaign updates, including automated posts and how to find key messages using…

How To: Make The Most Out Of Your Notice Board

This guide shows you how to manage campaign stakeholders, including roles, permissions, and access.

How To: Add Additional Campaign Contacts

This guide shows you where to find key campaign details in one place including timelines, deliverables and content status so you can easily track progress and know what’s happening across…

How To: Find All Your Campaign Information

Discover how to review your campaign form, update details and submit for approval to move your campaign forward.

How To: Review and Submit Your Campaign Form

This guide shows you how to upload and manage your campaign assets and files, making it easy to share with publishers and keep everything organised in one place.

How To: Upload Campaign Assets & Files

Understand your campaign reporting at a glance, including key metrics, performance and what the numbers mean for your overall delivery.

How To: Read Your Reporting Dashboard

See what’s included in your campaign, understand the guaranteed vs expected deliverables and view how each placement contributes to your overall results

How To: Understand Your Campaign Deliverables

A step-by-step guide to using the platform across a range of topics

How To

This guide explains how to manage your tasks in the To-Dos section so you can stay on top of campaign activity, see what needs your attention, and keep your campaign…

Guide: Best Practice To Manage Your Tasks

This guide shows you how to use the Campaign Noticeboard to stay across important updates, changes, and milestones in one place so you don’t miss key information and can reduce…

Guide: Campaign Noticeboard

This guide explains the different content formats you may use across your campaign, what each format is best suited for, and the value each one brings.

Guide: Different Types of Content Formats

This guide helps you understand where to find all your campaign information in one place from actions you need to take, to reviewing content, tracking timelines and accessing assets, so…

Guide: Find All Your Campaign Information

A guide to providing clear, helpful feedback to publishers to support the content review process.

Guide: How To Give Effective Feedback on Content

This guide shows where to find your campaign timeline, how to read it, and how to track key dates and approvals to keep delivery on track.

Guide: Your Campaign Timeline

This guide explains what campaign assets are and how to upload them. Providing the correct assets early helps publishers create content that aligns with your brand and keeps the campaign…

Guide: What Are Campaign Assets And How To Share Them

This guide explains the difference between your campaign’s primary content and supplementary content and how they work together to drive engagement.

Guide: Primary and Supplementary Content

This guide explains the tracking link formats supported in the platform, when each one is typically used, and why supplying tracking links is important for your campaign.

Guide: Supported Tracking Link Formats

This guide shows you how to access your dashboard and interpret key performance metrics for your campaign.

Guide: Viewing Your Campaign Performance Dashboard

This guide outlines what happens after your campaign ends including when you can expect your final results, why reporting timelines may differ between publishers, and where to access your campaign…

Guide: What Happens When My Campaign Ends?

This guide explains what happens when feedback is delayed, how it may affect campaign timelines and publishing dates, how those changes appear in the Forecaster, and the steps you can…

Guide: What Happens If Feedback Is Late?

Discover where to find your Content Plan and how to review and approve it correctly

Guide: How To Review Your Content Plan

An overview of how to find your campaign information and what each section is used for

Guide: How To Find All Your Campaign Information

Understand what the Final Approver is responsible for, how this role differs from other approvers, and where to check who has final sign off on your campaign content.

Guide: Understanding Approver Roles in Your Campaign

This guide explains where to find your campaign billing details, what information is included, how to update billing information when needed, and why keeping these details accurate matters to avoid…

Guide: Managing Your Billing Details and How to Update Them

This guide gives you an overview of the different tracking methods supported in the platform, what each one measures, and where to upload them so your campaign performance is captured…

Guide: Different Types of Tracking

Discover what each icon in the Content Editor does

Guide: Understanding the Content Editor Icons

Learn how to manage required assets and ensure they meet platform specifications.

Guide: Campaign Assets & Validation

This checklist helps you complete the Campaign Form clearly and confidently, so your campaign can get up and running smoothly.

Guide: Campaign Form Checklist

A collection of helpful guides to support you in managing campaigns, tasks, and key platform features

Guide

Discover Explore

Use Publisher Explorer to find publishers, review their profiles and save the ones that suit your campaign needs, so you can easily shortlist and plan your campaign.

How To Discover and Save Publisher Profiles

A step-by-step guide to using the platform across a range of topics 

Discover how to import client feedback from a Word document directly into the platform

Guide: How To Import Client Feedback From A Word Document

Brief Manager

This guide covers how to create and send a media brief using Brief Manager, including what to include, how to choose media owners and how to set up your brief…

Guide: How To Submit A Brief

This guide answers common questions about using Brief Manager, including how to manage responses, communicate with Media Owners, and make decisions on brief responses.

Guide: Brief Manager FAQ’s

This guide outlines all the statuses used in Brief Manager and what they mean.

Glossary: Brief Manager Statuses And What They Mean

Learn how to create, refine, and submit high-quality briefs in Brief Manager to keep campaigns clear.

Creating & Submitting Briefs

This guide covers how to create a strong media brief such as your campaign objective, target audience, KPIs, key messaging, formats, and timelines as well as how to choose Media…

Guide: How To Submit A High Quality Brief

This guide shows you how to use Brief Manager to set clearer briefs and get higher quality responses from Media Owners.

Guide: How To Best Use Brief Manager

This guide shows you how to use the Brief Manager Noticeboard to communicate with Media Owners and stakeholders during the briefing process, keeping everything in one place and reducing back…

Guide: Communicating Via The Notice Board

Stay aligned by managing briefs and keeping communication clear with media partners and stakeholders through the platform’s built-in tools

Managing Briefs & Communication

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