Create a Campaign Options - New or From Existing

Related topics: Campaign Overview, Campaign Overview-Edit Details, Campaign Summary

An buyer creates from a new or existing campaign by clicking the Platform Create [+] icon at the top navigation menu. Select an option and enter the campaign fields that guides you to a new media plan.

Create Campaign Example

The new campaign loads and appears in the Campaign Overview. The campaign name, budget, duration, and details appear long with an untitled media plan.

Note: Selecting the Create from existing campaign copies the campaign name, budget, dates, objectives, and account team. In the media plan, the copy includes the vendors, properties, contacts, line items, add-ons, and notes. The proposals and messages are excluded.

Clicking on the media plan displays the copied line items under the channels and add-ons. You edit the vendors, properties, and line item fields.

Note: Check the vendor details (contacts, terms and conditions, payee, and notes) when you create from an existing campaign. The default settings from the original campaign may require updates.

Create New

Create a New Campaign
Step

Procedure

Results

1 Select the Platform Create [+] icon from the top navigation menu.

A drop menu appears.

2 Select Create campaign. The New Campaign page appears.
3

Enter the fields under Campaign Details:

3a

Advantage Users only:

Select the assigned Advantage codes in the fields:

Division

Product

Campaign

Sales Class

3b

Strata Users only:

Enter the Strata Estimate ID.

4 Click the Next button. The Objectives tab appears.
5 Select an Objective* from the drop menu. The Objective, KPI, and Goals are mandatory fields.
6 Select the KPI* from the drop menu.
7 Enter the Goal* up to two decimal places. The metric appears. (e.g. $)
8 Click Next. The Account Team appears.
9 Select members from the Account Team tab. The member name appears.
10 Click Create. The Campaign Overview appears.

Create From Existing

Create from an Existing Campaign
Step

Procedure

Results

1 Select the Platform Create [+] icon from the top navigation menu.

A drop menu appears.

3 Select Create campaign from existing. The Select Campaign page.
4 Search for a campaign by keyword. The results appear.
5 Select the campaign. The Select Media Plans page appears.
6 Add the media plan(s).

The add icon changes to selected. The Create button is available.

Note: Enter keyword in the Search all media plans... field to find existing media plans.

7 Click Create. The Edit Campaign page appears.
8

Modify the Campaign Details.

Note:

8a

Advantage Users only:

Enter the assigned Advantage codes in the fields:

Division

Product

Campaign

Sales Class

8b

Strata Users only:

Enter the Strata Estimate ID.

9 Select Save. The Campaign Overview appears.
10 Select Edit from the side panel. The Details tab appears.
11 Select the Objectives tab to modify the goals. The previous objective, KPI, and goal fields are visible.
12 Modify the Objectives fields*.
13 Select Save. The Campaign Overview appears.
14 Select Edit from the side panel. The Details tab appears.
15 Select the Account Team tab to modify the members. The existing Account Team appears from the copied campaign.
16 Select (or remove) members from the Account Team drop menu. The member name appears.
17 Click Save. The media plan appears on the Campaign Overview page as a "Copy of".

Note: Basis provides the flexibility for the buyer to modify the campaign name or budget throughout the campaign. The changes are immediate. The Campaign ID remains the same.