Campaigns

Click on Campaigns in the sidebar menu

• If there are no Campaigns created yet, you will see an information message and a button ‘Create Campaign’. Click on the button and fill in all required fields to create a new Campaign. Once complete you can save it as a Draft or make it Live straight away.  

• If there are already available Campaigns, you will see the list of them along with created Estimates if they are available. So, if you are returning to a specific campaign click on the campaign bar you require for quick access.

To create a Campaign click on the ‘Create a Campaign’’ button and select the following:

• Client - Select the from Dropdown menu

• Client Business Unit - Select the from Dropdown menu

• CRI Campaign ID - The ID to this campaign in Control Room Invest 

• Campaign ID - Automatically generated by the system 

• Campaign Name - If you don’t have this yet you can enter the Working Title instead 

• Working Title (optional) 

• Category - Select the from Dropdown menu 

• Brand - Select the from Dropdown menu 

• Total Campaign Budget - Enter the total 

• Campaign Budget Currency - Select the from Dropdown menu 

• Industry Group - Select the from Dropdown menu 

Click on the ‘Save’ to confirm the data and to move to ‘Estimates’. 

The ‘Campaign’ details are listed in the ‘Basic Info’ tab. In the ‘Estimates’ tab you can find all the Estimates that have been assigned to the ‘Campaign’ and you can also edit the ‘Estimates’ from here. 

Important:

Once you set a Campaign ‘Live’ it is not possible to set it back in the ‘Draft’ however you can update/edit with additional information at any time. 

If there are no Estimates in the Campaign, the Campaign can also be deleted.