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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