Creating a campaign

Create a campaign that mirrors a contract or insertion order.

A Campaign represents all the components of a sold order — usually mirroring a contract, purchase or insertion order with a client. You can create a campaign from two places; the only difference is whether the account field is pre-filled.

Two ways to start

From the Campaigns table — select from the sidebar, then click in the top right. The account field will be blank; you’ll need to select the advertiser from the dropdown.

From inside an Account — open the account first, then click . The account field is pre-populated automatically, saving a step.

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1. Choose a campaign type

   Select either Package or Custom — this is the only field you cannot change after saving. See Package vs Custom below if you’re unsure which to pick.

2. Fill in details

   Complete the campaign details. Required fields are marked with a red asterisk *. A few fields worth noting:

   • Account — pre-filled if you started from an account; otherwise select from the dropdown.
   • Currency — set at creation and cannot be changed afterwards.
   • Sales probability — use this to indicate how confirmed the campaign is. Set to 100 once the order is fully sold and closed. Useful for pipeline reporting.

   

   Click when done.

3. Check what's been created

   For Package campaigns, line items are generated automatically — you’ll see them populated on the campaign immediately after saving. For Custom campaigns, the line items table will be empty; head to Adding line items to build out the media plan.

   

Campaign type and currency cannot be changed after saving. If you pick the wrong type you’ll need to delete the campaign and start again.

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Package vs Custom

Package

A Package is a predefined grouping of products sold together. When you create a Package campaign, Uplift Hub automatically generates the line items that make up the package — you don’t need to add them manually.

Packages come in two forms:

Fixed packages — each product’s price is locked. You cannot change the overall campaign budget after creation.

Blended packages — each product has a percentage weighting of the total campaign budget. You can adjust the campaign budget at any time, and each line item’s value updates automatically based on its weighting.

Blended package example — a two-product campaign with a £400 budget: Product A at 25% = £100, Product B at 75% = £300. Change the budget to £800 and it becomes £200 and £600. The weightings stay fixed; the values flex.

Use a Package when the client is buying a predefined bundle and you want line items auto-populated to match.

Custom

A Custom campaign gives you a blank canvas. You add line items individually to match the media plan. Use Custom when the sold order is bespoke and doesn’t map to a predefined package.

Not sure which product to select for a line item? Leave a comment on the campaign’s tab. Type @ followed by a teammate or your Platform 195 representative to notify them directly.