There are several ways to create a campaign, including:
Directly from the Campaigns page: Select + New campaign.
In the New flight page, where you can create a new campaign to contain the new flight.
Permissions
An Organization Admin can create campaigns for any team.
Other user roles can create campaigns only for teams that they belong to.
Campaign Details and Additional Information
Setting | Description |
|---|---|
Advertiser | If the advertiser does not exist, select Create an advertiser. For details, see Advertisers. |
Campaign name | Use a short, descriptive name. |
Team | See Team Notes below. |
Account executive | Only people on the team associated with this campaign can be selected. |
Trafficked by | Only people on the team associated with this campaign can be selected. Any team member can be selected, not just those with the trafficker user role. |
External ID | See External ID. |
Notes | Information for your reference or for anyone else who has access to this campaign. |
Save a Campaign
Depending on how you arrived at New campaign, you have a few options to save the campaign:
Create campaign: Creates the campaign and returns you to the previous page.
Create campaign and create flight: Creates the campaign and immediately takes you to the New flight page.
Create campaign and create another campaign: Creates the campaign and opens another New campaign page.
Create as draft: Select this to create the campaign as a draft. This is useful if your organization has an approval flow. The campaign will not run until you change its status to Approved.
Team Notes
If the team doesn't already exist when you are creating the campaign, you can select Create a team to the right of the Team field and create the team before returning to creating the campaign
You can change a campaign’s team assignment after creating the campaign. If a user is locked out of a campaign because they don't belong to the team it is assigned to, you can fix the problem by changing the campaign's team assignment, or you can assign that user to the team that the campaign is already assigned to.
Bulk Create Campaigns
TAP lets you bulk-create up to ten copies of a campaign with a single operation, where the copies have the same campaign details and the campaign names are appended with a copy number.
You can also bulk create flights.
The procedure starts with an "original" unsaved campaign, from which you can make up to ten numbered copies ("My Campaign (copy 1)," "My Campaign (copy2)," etc.).
On the Campaigns list page, click + New campaign.
On the New campaign page, select the advertiser, enter a campaign name, and select the associated team.
Select Create campaign > Create multiple campaigns.
In the Bulk create campaigns window that appears, select the number of copies you wish to create. The number includes the current campaign you are creating, so if you want a total of four campaigns, select "4."
Click Create campaigns.
A status window appears showing you the new campaigns and indicating that they were successfully created. To go back to the form and create more campaigns, click Go back to form. Otherwise, click Go to campaigns.
