Link a brief to a campaign
A brief provides guidance on the planning and production of campaigns, including primary goals, requirements, intended audience, and key milestones. You can link a brief to a campaign for easy access.
To display the Briefs section in the left pane of the campaign details page, you need to configure the visible members for the entity details component. To do this, turn on the Linked entities group switch and then, in the Visible members section, turn on the Brief switch . This lets you associate a brief with a campaign. You can also create a new linked brief if required.
To link a brief to a campaign:
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On the menu bar, click Campaigns.
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On the Campaigns page, do one of the following:
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In the search box, enter a search term for the campaign, and press Enter.
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Use the filtering and sorting options to find the campaign you want to update.
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Click the campaign's tile to open its details page.
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In the left pane, scroll to the Brief section and click
Add Brief. -
In the Link brief dialog, click the checkboxes next to those briefs you want to attach to the campaign.
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Click Save.
If you don't find the brief you are looking for, you can create a new brief by clicking
Create new brief and following the prompts. This opens a new brief details page.