Campaign Setup Flow
A step by step walkthrough from creating a campaign to submitting your first creative for production, with screenshots of every screen
Campaign Setup Flow Overview
A guided walkthrough of every screen in the campaign creation and submission flow, from picking your client to submitting a creative for production.
Step 1: Create Your Campaign
Log in, pick the right client workspace, and fill in the campaign details. Campaign name, product name, research URLs, and notification emails.
Step 2: Prepare the Brief
Download the DOCX template, write your creative concepts inside it, upload the filled file, and confirm the brand standards the platform extracts.
Step 3: Run Discovery and Pick Research Pages
Confirm the URLs to scan, let the platform crawl them and propose related pages, and choose which ones to include in research.
Step 4: Approve Creative Variations
The platform turns research into draft creative variations. Review them, preview details, and create only the ones strong enough to produce.
Step 5: Copy Review and Persona Selection
Review the final spoken copy scene by scene, edit anything that sounds wrong, then pick three persona candidates for the on camera presenter.
Step 6: Product Showcase and Images
Decide whether your creative needs product showcase clips, configure them if so, and upload clean product images to match.
Step 7: Submit the Creative
Final review screen. Confirm every choice, look at the token estimate, and submit the creative to production.
Troubleshooting and Best Practices
Common issues at each step of the campaign setup flow, with the fastest fix for each, plus naming conventions that scale across many campaigns.