Build your retail campaign planner.

How to build your retail campaign planner

1. 1

   Describe the job

   Connect store promotions to the right offer version, assets and stock readiness.

2. 2

   Review the first version

   Choose how the store coordinator records the campaign and how the buyer reviews the next step.

3. 3

   Refine the views

   Ask First to adjust the fields and views for the people who will use the app.

4. 4

   Test before sharing

   Walk through the process with a sample record and check who owns the next action.

What to include in your retail campaign planner

• Keep the campaign in context

  Keep campaign, store, offer version, asset readiness, stock check and launch decision together so the next person can understand the request or record.

• When the next step needs a decision

  A store poster is ready but the promoted item has not reached the branch. Keep the local launch on hold until stock readiness is confirmed; creative approval does not establish availability.

• Keep launch decision visible

  Keep the local launch on hold until promoted stock is confirmed available.

• Choose what each person needs

  Give the store coordinator a working view and the buyer a review view. Keep campaign and store attached to the decision as the work moves between them.