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.

Before Beginning

This section contains information that is important to know before creating a campaign.

Create a Campaign

When creating a campaign, there are four main steps:

1. Start the campaign creation process.
2. Enter general campaign information.
3. Optional: Enter campaign goal information.
4. Link the campaign to an estimate or purchase order.

Start The Campaign Creation Process

To start the campaign creation process, do the following:

1. Go to the Campaigns > Media Campaigns page.
   
   
2. Click Create Media Campaign. 
   

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 the start date and end date of 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	Select the client of the campaign. If the selected Client entity 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: Select the product of the campaign. If the selected Product entity is part of a Product Group, the Product Group is automatically added to the campaign.
   Name	If there is no concatenated formula for the campaign name, the Name field is blank. Enter the name of the campaign, Otherwise, the Name field is automatically populated with the output of the formula: If manual entry is enabled, the auto-generated campaign name can be changed. If manual entry is not enabled, 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 the 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. If linking the campaign to an estimate or purchase order, click Next to continue to the Create Media Campaign > Estimate & Purchase order page.
   
   Otherwise, click Create Media Campaign to finish creating the campaign.

Link the Campaign to an Estimate or Purchase Order

Link the Campaign to an Estimate

To link the campaign to an estimate, do the following:

1. On the Create Media Campaign > Estimate & Purchase order page:
   

   Field Name	Link the Campaign to a New Estimate The value of any fields with a red background cannot be changed after the estimate is created.	Link the Campaign to an Existing Estimate
   Create New / Link to Existing	Select the Create New option.	Select the Link to Existing option.
   Name	The name of the estimate is automatically set as the name of the campaign currently being created, and cannot be changed while creating the estimate.	Select the desired estimate. The Name field dropdown menu includes: Name: The name of the estimate. ID: The OneStrata-assigned ID of the estimate. *EEID: The Estimate External ID. *This value populates if connected to a financial system or entered manually when creating the estimate. The format is as follows: Estimate Name (ID | EEID).
   Read-only Budget	The budget of the estimate is automatically set as the budget of the campaign currently being created, and cannot be changed while creating the estimate.	The value of the Budget field is automatically populated from the selected estimate.
   Read-only Cost Type	The cost type of the estimate is automatically set as the cost type of the campaign currently being created, and cannot be changed while creating the estimate.	The value of the Cost Type field is automatically populated from the selected estimate.
   Product	If a campaign product was previously selected on the Create Media Campaign > Details page, the product of the estimate is automatically set as the product of the campaign and cannot be changed while creating the estimate. Otherwise, select the product of the estimate.	The value of the Product field is automatically populated from the selected estimate.
   Read-only Valid From	The valid-from date of the estimate is automatically set as the start date of the campaign currently being created, and cannot be changed while creating the estimate.	The value of the Valid From field is automatically populated from the selected estimate.
   Read-only Valid To	The valid-to of the estimate is automatically set as the end date of the campaign currently being created, and cannot be changed while creating the estimate.	The value of the Valid To field is automatically populated from the selected estimate.
   Estimate-level custom fields, if any	If there are any estimate-level custom fields, select or enter the appropriate information.	N/A
   Optional External ID The External ID field is only editable if the estimate export feature is not enabled. If the estimate export feature is enabled, this field cannot be edited.	Optional: If using an external system to track the estimate, enter the identifier used by the external system for the estimate.	N/A
   Assign Approvers The Assign Approvers field is only available if the estimate approval workflow is enabled (through the Administration > Application Settings page).	Select the estimate approver(s). When the estimate is created, a request to approve the estimate is sent by email to the selected approver(s).	N/A
   Optional Estimate Group For enterprises connected to SBMS, when an estimate is exported, the value of the Estimate Group field is also sent to SBMS. For enterprises not connected to SMBS, the Estimate Group field has no effect on estimate exports to the external media finance system.	Optional: Enter the SBMS estimate group of the estimate. When the estimate is exported: If an SBMS estimate group with the same name as the Estimate Group value exists, the estimate is added to that estimate group. If no such estimate group exists, a new SBMS estimate group is created. Its name is the same as the Estimate Group value.	N/A

   
   
   
2. If linking the campaign to a purchase order, follow the instructions in Link the Campaign to a Purchase Order.
   
   Otherwise, click Create Media Campaign to finish creating the campaign.

Link the Campaign to a Purchase Order

To link the campaign to a purchase order, do the following:

1. On the Create Media Campaign > Estimate & Purchase order page:.
   

   Field Name	Link the Campaign to a New Purchase Order	Link the Campaign to an Existing Purchase Order
   Create New / Link to Existing	Select the Create New option.	Select the Link to Existing option.
   Purchase Order Reference	Enter the reference number of the purchase order.	Select the desired purchase order.
   Optional Budget	Optional: Enter the budget of the purchase order.
   Optional Cost Type	Optional: Select the cost type of the purchase order: Client Gross Cost Client Net Cost Client Total Cost Client Total Cost With Tax
   Optional Upload Document	Optional: Upload the purchase order document.

   
   
   
2. Click Create Media Campaign to finish creating the campaign.