You can navigate to workflow in your brand portal to see an overview of campaigns. Campaigns are categories on a high level, comparable with different types of projects.
Campaign overview
Open Creative Workflow to see the campaign overview. You can switch between the grid and list view to display your campaigns. The list view gives a more detailed view ordered alphabetically. You can navigate directly to the left sidebar to go directly to a Campaign.
Grid view
The grid view gives you a quick and visual overview of all your workflow campaigns. Each Campaign has its thumbnail.
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To enable the grid view, click on.
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Hover the mouse over a thumbnail to see the campaign metaproperty information.
Example
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Click on a thumbnail to open the Campaign.
List view
The list view gives you a detailed view of your Creative Workflow campaigns. Here, you can find basic campaign information and custom columns to display your campaign metaproperties. All the information is shown in easy-to-read columns. The campaigns are ordered alphabetically.
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To enable the list view, click on.
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Click on a campaign name to access the campaign jobs.
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Read these instructions to add your campaign metaproperties as custom columns to the list view.
Manage your campaigns
Create a campaign
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Navigate to Creative Workflow. Select Create new > + Campaign.
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Enter the campaign name and set the start and end date for the Campaign.
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Enter a short campaign key, usually three to four characters long.
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Select the person responsible for the Campaign.
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If you want the Campaign to have a tile visible in the overview, upload or select an image.
Reopen a campaign
As an administrator, you can view closed campaigns and reopen them if needed.
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In the campaign overview, click the Show Closed Campaigns button.
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Click the reopen icon for the Campaign you want to reopen.
Export campaign data
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In the campaign overview, hover over the Campaign for which you want to export data.
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Click the export icon.
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Select the data that needs to be exported. You can also select the metaproperties you want to export.
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Click Export to generate a CSV file.
Advanced campaign management
Create a campaign preset.
You can create presets for your campaigns. Presets work like templates for campaigns in that they define basic campaign settings so that you do not have to set up each Campaign from scratch. You can also add metadata to presets, which will later display as tile information in campaigns created with these presets.
Before you begin
Make sure you have the following rights enabled in Settings > Users & rights > Permission Management:
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Create presets
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View presets
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Create campaigns based on presets
Try it
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Go to Settings > Workflow > Preset Management.
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Click the Campaign hyperlink.
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Click Add Preset.
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Create your preset:
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Decide if you want to hide fields such as deadline, description, or the start date.
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Decide if you want to hide or show the Campaign based on the preset in the campaign overview.
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Manage who should be able to view the preset. You can manage this on a group or profile level.
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Create custom form labels; for example, change the word "Campaign" or "Description."
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Add mataproperties that will display as tile information in the Campaign you create based on that preset.
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Save your changes.
Results
You can now start a campaign based on a preset. Go to Workflow, click Create New, and select the Campaign preset you've created to start a campaign based on this preset.
Create campaign filters
To filter your campaigns better, you can create metaproperties and use them as filters in workflow to filter campaigns on metaproperty values.
Note
Make sure you first create the metaproperty in Settings > Taxonomy > Metaproperties management.
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Go to Settings > Workflow > Metaproperty management.
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Click on the Campaign hyperlink.
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Map the Asset Library metaproperty onto a workflow metaproperty.
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Create a new campaign based on a preset. See Create a preset.
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Select the created workflow metaproperty the Campaign preset.
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Contact your Customer Support Manager to help you set up filters.
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