Create a campaign that mirrors a contract or insertion order.
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.
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.
Adding a campaign from the Campaigns table — the account field will need filling in.
From inside an Account — open the account first, then click
. The account field is pre-populated automatically, saving
a step.
Adding a campaign from inside an account — the account field is pre-filled.
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.
The campaign creation form — Type and Currency cannot be changed after saving.
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.
A Package campaign after saving — line items are auto-generated and ready to review.
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.
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.
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.
