1. Managing briefs

Convert a brief into a campaign

After developing your strategy in a brief, you can convert it into a campaign to begin execution. Converting a brief automatically transfers key information such as objectives, target audience, and milestone into a new campaign, ensuring consistency between planning and delivery.

Before you begin

Make sure the brief status is Approved before converting it.

To convert a brief into a campaign:

  1. In the navigation menu, click Strategy. Then, in the left sidebar, select Briefs.

  2. In the list of available briefs, click the approved brief that you want to convert.

  3. On the brief details page, click Create campaign.

    A new campaign is automatically created and opened in Campaigns. The brief used for the conversion is linked to the campaign and appears on the Briefs tab.

  4. After conversion, you can build out the campaign by doing the following:

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