Overview

OneStrata campaigns provide high-level details about an advertising initiative, like which client and product the initiative is for, when and how the initiative will run, and what type of budget the initiative has. Creating a campaign and filling in the important planning information is the first step of the OneStrata campaign management workflow.

Create a Campaign

Start The Campaign Creation Process

To start the campaign creation process, do the following:

1. Navigate to the Campaigns module > Media Campaigns page.
   
   
2. Click the Create Media Campaign button. 
   

Enter General Campaign Details

On the Create Media Campaign > Details page, do the following:

1. Enter general campaign details:
   

   Field Name The value of any fields with a red background cannot be changed after the campaign is created.	Step(s)
   Dates	Select a start date and end date for the campaign.
   Optional by default, but may be required depending on settings. External ID	Optional: Enter an additional identifier for the campaign. This value can be used for the ID of the campaign in an external, non-FreeWheel system.
   Media	Select the Media Type of the campaign.
   Client	Enter the name of the client whom the campaign is for. If the client is part of a Client Group, the Client Group is automatically added to the campaign.
   Optional by default, but may be required depending on application settings. Product	Optional: Enter the name of the client's product. If the product is part of a Product Group, the Product Group is automatically added to the campaign.
   Name	Enter a name for the campaign. If a campaign name concatenated formula has been created, the Name field is automatically filled in with the output of the formula: If manual entry is enabled for the concatenated formula, the auto-generated campaign name can be changed. If manual entry is not enabled for the concatenated formula, the auto-generated campaign name cannot be changed.

    

2. Click Next to continue to the Create Media Campaign > Goals & Objectives page.

Enter Campaign Goals

On the Create Media Campaign > Goals & Objectives page, do the following:

1. Enter information about campaign goals and budget:

   Field Name	Step(s)
   Optional Object / Campaign Description	Optional: Enter a description for the campaign. The text that entered in this field is visible on the campaign's Overview tab, and provides internal-facing context about a campaign.
   Budget	Enter the budget of the campaign.
   Budget Cost Type	Select the cost type of campaign budget: Client Gross Cost Client Net Cost Client Total Cost Client Total Cost With Tax
   Optional Goals	Optional: Add a goal for the campaign. Goals help set expectations for the campaign, and are used for internal reference purposes only.  To add a goal, do the following: Click Add New Goal. Select a Goal Type. Goal types are templates that are managed on the Administration >  Data Fields and Templates page. Click Add. Enter any required information.

   
   
   
2. Click Next to continue to the Create Media Campaign > Estimate & Purchase order page.
   

   Depending on enterprise-level settings, linking a campaign to an estimate or purchase order may not be required.

   If so, the Create Media Campaign > Estimate & Purchase order page and the Next button are not available – proceed by finishing the campaign creation process.

   
   

Link An Estimate And/Or Purchase Order

On the Create Media Campaign > Estimate & Purchase order page, do the following:

1. Link an estimate and/or link a purchase order to the campaign:
   

   Section Name	Action	Step(s)
   Estimate Depending on enterprise-level settings, linking an estimate to a campaign may be optional.	Create a new estimate and immediately link it to the campaign	To create and link a new estimate, do the following: Select the Create New toggle, if it is not already selected. The estimate's Name, Budget, Cost Type, Valid From, and Valid To fields default to the corresponding campaign values and cannot be changed. If a Product was previously selected on the Details page, the estimate's Product field defaults to that value and cannot be changed. Otherwise, select the product that the campaign is for. For Assign Approvers, select a OneStrata user to approve the estimate. Depending on application settings, this field may be optional.
   	Link an existing estimate to the campaign	When linking an existing estimate to a campaign, only valid estimates can be linked: The Client, Cost Type, and Product values of the estimate are the same as the corresponding campaign values The Budget value of the estimate is the same or less than the campaign budget. The Valid From / Valid To of the estimate completely overlap the campaign dates. To link an existing estimate, do the following: Select the Link To Existing toggle, if it is not already selected. For Name, select the name of the estimate to link the campaign to.
   Purchase Order	Create a new purchase order and immediately link it to the campaign	To create and link a new purchase order, do the following: Click the Create New toggle, if it is not already selected. For Purchase Order Reference, enter the reference number of the purchase order. For Budget, enter the budget specified on the purchase order. For Cost Type, select the cost type of the purchase order. There are four Cost Type options: Client Gross, Client Net, Client Total, and Client Total with Tax. For Upload Document, upload the actual purchase order document.
   	Link an existing purchase order to a campaign	To link an existing purchase order, do the following: Click the Link to Existing toggle, if it is not already selected. For Purchase Order Reference, select the desired purchase order. The Budget and Cost Type fields are automatically filled in and cannot be changed.

   
   
   

2. Finish the campaign creation process.

Finish The Campaign Creation Process

To finish the campaign creation process, do the following:

• Click the Create Media Campaign button.