1. Brief types

Create a brief type

Note

Brief types and their features are only available to users with the Admin role.

Brief types define the structure of a brief. Every brief is created from a brief type, which administrators can tailor to different campaign needs. For example, you can create separate brief types for campaigns such as running shoes or travel.

Use the editor to add, remove, or reorder fields to match your requirements. You can also create a copy of an existing brief type instead of starting from scratch.

To create a brief type:

  1. In the navigation menu, click Strategy.

  2. In the left sidebar, select  Settings .

  3. In the left pane, select Brief types.

  4. On the Brief types page, click Create brief type.

  5. In the Create brief type dialog, complete the following:

    • Name - enter a name for the brief type. This appears on the Brief types page and in the brief type details page.

    • Description (optional) - describe the purpose and usage of the brief type. You can edit it up to 1000 characters.

    • Icon and Icon color - use the drop-down lists to select an icon and its color for the brief type.

    • Start with a preset of configured field types (optional) - turn on this switch to create the brief type with predefined fields such as Objectives, Target Audience, and Message. See Brief types.

  6. Click Continue.

    The brief type details page opens, where you can edit the brief type fields.

  7. To add a field to the brief type, click Add field.

  8. In the right pane, either drag a field type into the Fields section, or click Add next to a field type. Fields you add become available when creating briefs from this brief type.

  9. To customize a field name, click the default name (for example, Text) and enter a name that describes how the field will be used in the brief (for example, Objective).

  10. Repeat these steps to add all the fields you want to include in the brief type.

  11. Optionally, you can manage fields in the following ways:

    • To reorder a field, click and hold Drag to reorder , then move the field up or down.

    • To delete a field, click Delete field , then confirm by clicking Delete.

    • To edit a field's help text or AI intent of the field, click the down arrow .

  12. When you finish building and editing the brief type, click Save.

If you have suggestions for improving this article, let us know!