Help Center Open AgencyOS

Campaign requests

Brief your media buying team on paid campaigns and track each request’s status.

Video tutorialCampaign requestsWatch on YouTube

A campaign request is a brief for your media buying team: what to promote, where, when, for whom and with what budget. Campaign Requests lists every request so content and media buying stay in sync.

Campaign requests. 1 New campaign request.

The list

  • The cards at the top count All requests, those Waiting review, those Approved / active, and those Completed.
  • Filter by workspace (at the top), search, status, client and start date.
  • Change a request’s status straight from the Status column, or click Open to see the whole brief.

Create a request

  1. Click New campaign request (callout 1).
  2. Campaign: choose the workspace, type a Campaign name, and set the Start date (and an End date if there is one).
  3. Delivery and budget: pick the platforms, the Objective (such as awareness, messages, traffic, leads or sales), the Priority, the Budget, Currency and Budget period (total, daily or monthly), and optionally Assign media buyer.
  4. Audience and creative: target locations, age range, gender, interests, links to the creative or post, and the brief: offer, call to action, exclusions and tracking needs.
  5. Click Send request.
A new campaign brief.

Update a request

The media buyer opens the request and uses Media buyer update to change the status and add Media buyer notes, then clicks Update request.

StatusMeaning
draftStill being written.
submittedSent to the media buying team.
in reviewThe media buyer is checking it.
approvedReady to launch.
active / pausedRunning, or temporarily stopped.
completed / cancelledFinished, or won’t go ahead.