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Documentation Index

Fetch the complete documentation index at: https://platform195.mintlify.app/llms.txt

Use this file to discover all available pages before exploring further.

A Campaign represents all the components of a sold order — usually mirroring a contract, purchase or insertion order with a client. You can create a campaign from two places; the only difference is whether the account field is pre-filled.

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Two ways to start

From the Campaigns table — select from the sidebar, then click in the top right. The account field will be blank; you’ll need to select the advertiser from the dropdown.
Add Campaign button on the Campaigns table
From inside an Account — open the account first, then click . The account field is pre-populated automatically, saving a step.
Add Campaign button from inside an account
1

Choose a campaign type

Select either Package or Custom — this is the only field you cannot change after saving. See Package vs Custom below if you’re unsure which to pick.
2

Fill in details

Complete the campaign details. Required fields are marked with a red asterisk *. A few fields worth noting:
  • Account — pre-filled if you started from an account; otherwise select from the dropdown.
  • Currency — set at creation and cannot be changed afterwards.
  • Sales probability — use this to indicate how confirmed the campaign is. Set to 100 once the order is fully sold and closed. Useful for pipeline reporting.
Campaign creation form
Click when done.
3

Check what's been created

For Package campaigns, line items are generated automatically — you’ll see them populated on the campaign immediately after saving. For Custom campaigns, the line items table will be empty; head to Adding line items to build out the media plan.
Package campaign with auto-generated line items
Campaign type and currency cannot be changed after saving. If you pick the wrong type you’ll need to delete the campaign and start again.

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Package vs Custom

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Package

A Package is a predefined grouping of products sold together. When you create a Package campaign, Uplift Hub automatically generates the line items that make up the package — you don’t need to add them manually. Packages come in two forms: Fixed packages — each product’s price is locked. You cannot change the overall campaign budget after creation. Blended packages — each product has a percentage weighting of the total campaign budget. You can adjust the campaign budget at any time, and each line item’s value updates automatically based on its weighting.
Blended package example — a two-product campaign with a £400 budget: Product A at 25% = £100, Product B at 75% = £300. Change the budget to £800 and it becomes £200 and £600. The weightings stay fixed; the values flex.
Use a Package when the client is buying a predefined bundle and you want line items auto-populated to match.

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Custom

A Custom campaign gives you a blank canvas. You add line items individually to match the media plan. Use Custom when the sold order is bespoke and doesn’t map to a predefined package.
Not sure which product to select for a line item? Leave a comment on the campaign’s tab. Type @ followed by a teammate or your Platform 195 representative to notify them directly.