Build your campaign brief approval.
Keep the campaign objective, audience and offer attached to the brief being reviewed.
How to build your campaign brief approval
Describe the job
Keep the campaign objective, audience and offer attached to the brief being reviewed.
Review the first version
Choose how the campaign manager records the campaign and how the marketing reviewer reviews the next step.
Refine the views
Ask First to adjust the fields and views for the people who will use the app.
Test before sharing
Walk through the process with a sample record and check who owns the next action.
A campaign brief approval example
A campaign brief is approved before its offer price changes.
Campaign brief approval example
- Record
- Campaign brief approval · 01
- Owner
- Campaign manager
Current stage · Campaign manager
Open the campaign
A campaign brief is approved before its offer price changes.
Read the full walkthrough
Open the campaign
A campaign brief is approved before its offer price changes.
- Record:
- Campaign brief approval · 01
- Owner:
- Campaign manager
Review the response
Reopen review on the revised brief rather than carrying the earlier approval into a different offer.
- Stage:
- Review pending
- Owner:
- Marketing reviewer
Request a new decision
Request a new decision when the offer or brief version changes.
- Next action:
- Request a new decision when the offer or brief version changes.
- Owner:
- Channel owner
What to include in your campaign brief approval
Keep the campaign in context
Keep campaign, objective, audience, offer, brief version, approver and response together so the next person can understand the request or record.
When the next step needs a decision
A campaign brief is approved before its offer price changes. Reopen review on the revised brief rather than carrying the earlier approval into a different offer.
Keep response visible
Request a new decision when the offer or brief version changes.
Choose what each person needs
Give the campaign manager a working view and the marketing reviewer a review view. Keep campaign and objective attached to the decision as the work moves between them.
Questions about campaign brief approval
Start with campaign, objective, audience, offer, brief version, approver and response. Describe who enters the information and who reviews the next step.