User manual

Prepare and plan a campaign

Bring together campaign materials, versions, dates and budget. An approved plan organises the work: it does not publish and does not authorise spending.

Section 1

Prepare materials and versions

A campaign groups content for the channels offered. Work on the chosen version and check that images, text and destination agree.

Changing materials or versions requires reviewing the preview again. Generated content is not automatically approved, substantiated or published.

  1. Open or create a campaign and choose an available channel.
  2. Add or select materials and read the complete content of the version.
  3. Use available creative, newsletter or ad sections where relevant, then save and check the revision.
Editing a newsletter asset: name, channel, text, usage rights, sources and validity period. (fictional brand, demo data)
Demo data · Ilmarde Audio

Section 2

Plan the objective, dates and budget

The campaign plan brings together objective, start and end, planned media budget and calendar. Dates organise the work on approved materials. This keeps dates and budget tied to the objective.

The media budget is a planning amount, separate from platform credits: it does not enable advertising spend. Approving a plan or saving a date sends nothing to the channels.

  1. Open Campaign plans and create a campaign or edit a draft.
  2. Enter the objective, start, end, currency and planned media budget.
  3. In the calendar, add a date and a material for each planned item.
  4. Confirm that you checked the version, sources and budget, then approve the plan version.
Campaign plans on the calendar: for each campaign the goal, dates, channels and budget, before anything is sent. (fictional brand, demo data)
Demo data · Ilmarde Audio

Related paths

Definitions, FAQs, guides and methodology: from here you reach the material you need to read the results and explain them to your team in the same words.

From question to action

Learn how to use TrustInsider: choose the brand and the questions, read the collected answers, update your content and compare the results.

Read

Find the right answer

Help with access, credits, collections, integrations and data: guides, FAQs, the site assistant and support requests from your workspace.

Read