How do I create a new campaign?
- To start a new campaign, follow these steps:
- Navigate to “Campaigns”
- Locate "Campaigns" in the side navigation bar.
- Click “Create Campaign” in the top-right corner.
- Enter Key Campaign Details
- Fill in the following fields to set up your campaign:
- Campaign Title: The name that will appear on all campaign materials.
- Brand: Select the brand managing this campaign.
- Agency: Enter the agency name (if applicable).
- Start & End Dates: Specify accurate dates as they are crucial for revenue recognition.
- Type: Choose between Paid or Gifting. Note that gifting campaigns have features distinct from paid campaigns.
- Budget: Enter the total campaign budget accurately to ensure proper revenue recognition.
- Manager: Add the campaign manager's name.
- Pod: Specify the pod assigned to this campaign.
- Project Number: Input the Salesforce project number. If unknown, contact your manager.
- Additional Settings
- Enable “Automatic Content Attribution” to allow the system to recognize and attribute influencer content to participants automatically.
- Select “Skip Participant Mailers” if applicable.
- Add Content Review Approvers by entering their emails, separated by commas.
- Click “Save” to finalize and launch your campaign.
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