> ## Documentation Index
> Fetch the complete documentation index at: https://docs.uplifthub.io/llms.txt
> Use this file to discover all available pages before exploring further.

# Creating a campaign

> Create a campaign that mirrors a contract or insertion order.

export const Pill = ({tone = "live", children}) => <span style={{
  display: "inline-flex",
  alignItems: "center",
  gap: 6,
  height: 22,
  padding: "0 8px",
  borderRadius: 1000,
  fontSize: 12,
  fontWeight: 500,
  letterSpacing: "-0.005em",
  background: ({
    live: "#ebf7ed",
    ready: "#eef1fb",
    draft: "#f7f8f8",
    paused: "#faeaea",
    archived: "#f7f8f8"
  })[tone],
  color: ({
    live: "#267d36",
    ready: "#2743a6",
    draft: "#4f575e",
    paused: "#c92a2a",
    archived: "#4f575e"
  })[tone],
  border: tone === "draft" || tone === "archived" ? "1px solid #dee2e6" : "none"
}}>
    <span style={{
  width: 8,
  height: 8,
  borderRadius: "50%",
  background: tone === "draft" ? "transparent" : "currentColor",
  border: tone === "draft" ? "1.5px solid #6a7178" : "none"
}} />
    {children}
  </span>;

export const Ui = ({children}) => <span style={{
  display: "inline-flex",
  alignItems: "center",
  padding: "1px 6px",
  background: "#f7f8f8",
  border: "1px solid #e9ecef",
  borderRadius: 4,
  fontSize: "0.92em",
  fontWeight: 500,
  color: "#101213"
}}>
    {children}
  </span>;

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.

## Two ways to start

**From the Campaigns table** — select <Ui>Campaigns</Ui> from the sidebar, then
click <Ui>Add Campaign</Ui> in the top right. The account field will be blank;
you'll need to select the advertiser from the dropdown.

<Frame caption="Adding a campaign from the Campaigns table — the account field will need filling in.">
  <img src="https://cdn-uplifthubs.s3.eu-west-2.amazonaws.com/Documentation/Addcampaign-campaigntable.png" alt="Add Campaign button on the Campaigns table" />
</Frame>

**From inside an Account** — open the account first, then click
<Ui>Add Campaign</Ui>. The account field is pre-populated automatically, saving
a step.

<Frame caption="Adding a campaign from inside an account — the account field is pre-filled.">
  <img src="https://cdn-uplifthubs.s3.eu-west-2.amazonaws.com/Documentation/Addcampaign+-+accountview.png" alt="Add Campaign button from inside an account" />
</Frame>

***

<Steps>
  <Step title="Choose a campaign type">
    Select either **Package** or **Custom** — this is the only field you cannot
    change after saving. See [Package vs Custom](#package-vs-custom) below if
    you're unsure which to pick.
  </Step>

  <Step title="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.

    <Frame caption="The campaign creation form — Type and Currency cannot be changed after saving.">
      <img src="https://cdn-uplifthubs.s3.eu-west-2.amazonaws.com/Documentation/Createcampaignform.png" alt="Campaign creation form" />
    </Frame>

    Click <Ui>Save</Ui> when done.
  </Step>

  <Step title="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](/setup/add-line-items) to build out the media plan.

    <Frame caption="A Package campaign after saving — line items are auto-generated and ready to review.">
      <img src="https://cdn-uplifthubs.s3.eu-west-2.amazonaws.com/Documentation/Package.png" alt="Package campaign with auto-generated line items" />
    </Frame>
  </Step>
</Steps>

<Warning>
  **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.
</Warning>

***

## Package vs Custom

### 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.

<Note>
  **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.
</Note>

Use a Package when the client is buying a predefined bundle and you want line
items auto-populated to match.

### 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.

<Tip>
  Not sure which product to select for a line item? Leave a comment on the
  campaign's <Ui>Comments</Ui> tab. Type **@** followed by a teammate or your
  Platform 195 representative to notify them directly.
</Tip>
