How to: Create a Campaign Record

Modified on Fri, 10 Apr at 4:09 PM

Overview

Campaigns are the foundation of Advvy. This article covers two methods for creating a Campaign record.

Campaigns underpin all media plans, budgets, workflows, and integrations in Advvy. You can create one in two ways:

Prerequisites — complete these before creating a Campaign.

You have access toAdvvy Agency → Campaigns
The correctClientandProductrecords exist in Advvy
You are working in the correctAdvvy environment(if using the Excel Add-in later)

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Important: Once a Campaign is saved, the Client field cannot be changed. Confirm the correct client before saving.

Step-by-step manual creation.

Navigate to Campaigns

Go toAdvvy Agency → Campaignsin the main navigation.

Select + New

Click+ Newfrom the ribbon to open the new Campaign form.

Complete Required Fields

Fill in all mandatory fields before saving.

Field	Notes
Campaign Name	Use a clear, unique name for easy identification
Campaign Code	Auto-generated or manually entered — must be unique
Start Date / End Date	Represents the live campaign period
Client	Cannot be changed after save
Product	Select the relevant product or brand
Campaign Budget	Total planned budget for the campaign

Save the Campaign

ClickSave. The Campaign record is now created and ready for use.

If a Campaign Brief already exists, convert it directly.

Open the Campaign Brief

Navigate to the relevant Campaign Brief record in Advvy Agency.

Select Convert to Campaign

ClickConvert to Campaignfrom the ribbon. A new Campaign record will be created in Draft status.

Review Pre-filled Fields

Most Campaign Brief information carries over automatically: Client, Product, Start & End Dates, and Budget.

Update and Save

Adjust any details as required, then clickSave.

What you can do next.

Once saved, the Campaign record can be used to:

Tip: The Campaign will become searchable in the Advvy Excel Add-in. Ensure you are connected to the correct environment.

Cannot see your Campaign after saving?

Check: Confirm the Campaign has been saved successfully, you are in the correct environment, and you have permission to view Campaign records.

The Client field is locked after save — select the correct client before creating the Campaign.

Each Campaign supports one active media plan ingestion at a time; uploading a new plan replaces existing plan data.

Campaign Briefs can be converted directly to Campaigns, carrying over key fields automatically.

Start dates may need to be set slightly earlier if exporting to external systems such as SMD or Pegasus.