Campaign Overview

The Campaign Overview is a summary page of the planning and live performance of your campaign. The Overview provides organized information highlighting the critical details. These details assist you in making decisions on the campaign. The highlighted areas include the following:

  • Campaign Status
  • Campaign Details
  • Activity feed
  • Media Plan versions
  • Media Plan target goals
  • Live Plan performance metrics

From the Dashboard, you select a campaign. The campaign Overview appears providing organizational level information and serves as a navigation page

During planning, the Overview tab displays an index of the media plans based on the campaign status. In the planning status, you view the media plan information. The campaign header displays the target dates entered by the user. In the approved, live, completed, or archived status, you view the plans and status including the versions and revisions. The campaign header displays the approved dates based on the earliest and latest dates from the line items. The side panel displays the campaign Details and Activity events.

After campaign approval, you can view campaign analytics in the Analytics tab.

Campaign Overview and Analytics Examples

From the campaign overview, you manage the media plans. In the planning and approved status, you view the target budget along with the total gross values for cost (current running total), effective rates and type, and units. The panel defaults to the campaign Details. The Edit link provides changes to the campaign objectives. You select a media plan and the line item details appear.

The Download, Edit, and Copy icons on the media plans are available based on the status. The Download icon launches the option to download the media plan, net or gross You have the ability to edit or copy the media plan.

With the Archived status, you view (read-only) the media plan line items. When you archive a media plan, you select a reason (required) and add notes. The side panel defaults to the Details tab. The Edit link is disabled and the Unarchive link is available. An archived media plan is visible under the enabled Dashboard filter. An archived media plan is not visible in a campaign overview. Refer to the campaign index (top navigation bar) to view the archived media plan. You have the option to click the Unarchive link to continue planning.

Vendors also view archived campaigns when their proposals are not selected for an approved plan. Basis sends an email notification to the vendor. The event also appears in the Activity and Notifications feeds.

Campaign Overview - Show Archived Plans Example

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With the Approved status, you view the approved and revised plans. The previously approved and archived plans are also available. You have the option to revise media plans. The side panel defaults to the Activity feed. The activities display the progress of the campaign. You click on the underlined event. The click through re-directs you to the activity. (I.e. Proposal)

Campaign Overview - Approved Status

With the Live status, you view the live and revised plans. The archived plans are also available. The side panel defaults to the Activity feed. The activities display the progress of the campaign.

Campaign Overview - Live Status

With the Completed status, you view the approved and revised plans. The previously approved and archived plans are also available. You have the option to revise media plans. The side panel defaults to the Activity feed. The activities display the end of the campaign.

Campaign Overview - Completed Status

Clicking on the back arrow redirects you to the campaign overview page.

Media Plan Page - Back Arrow to Campaign Overview