Managing Parent & Child Campaigns — Roll-Up and Reporting

Overview

This article explains how to manage Parent and Child Campaigns day to day and how roll-up functionality and reporting work once campaigns are linked.

Parent and Child Campaigns allow teams to work independently at the Child level while maintaining consolidated reporting and visibility at the Parent level.

Managing Parent & Child Campaigns

Editing Campaigns

Parent and Child Campaigns can be edited independently.

• Changes made to a Parent Campaign (such as date updates or high-level details) may cascade depending on system behaviour or organisational settings

• Changes made to a Child Campaign do not automatically update the Parent Campaign unless manually edited

This separation allows flexibility while maintaining governance.

Managing Child Campaign Relationships

From the Parent Campaign:

• Open the Child Campaigns tab to view all linked Child Campaigns

• Navigate directly to individual Child Campaign records

• Add or remove Child Campaigns as required

When a Child Campaign is removed:

• It is immediately excluded from Parent-level roll-ups and reporting

• The Child Campaign remains available as a standalone campaign

Managing Media Plans and Activity

• Media plans are created, updated, and synced at the Child Campaign level

• Parent Campaigns do not ingest media plans directly

• Any updates to Child Campaign media plans are automatically reflected in Parent roll-ups

Important: Do not attempt to sync media plans directly to Parent Campaigns.

Roll-Up Functionality

What Rolls Up to the Parent Campaign

Once campaigns are linked, Advvy automatically aggregates data from all Child Campaigns into the Parent Campaign.

The following information rolls up:

• Media activity and spend

• Fees and charges

• Media Summary totals

• Flighting and schedule data

• Linked Child Campaigns

Campaign Plan+ Roll-Up View

When viewing Campaign Plan+ on a Parent Campaign:

• Activity from all linked Child Campaigns is displayed together

• Filters can be applied to isolate specific markets, channels, phases, or products

• Data is read-only at the Parent level

This view is ideal for high-level analysis and validation.

Media Summary Roll-Up

The Media Summary tab on a Parent Campaign provides:

• Consolidated spend and fee totals

• Budget vs actuals across all Child Campaigns

• A quick snapshot of overall campaign performance

Reporting and Analysis

What You Can Do at the Parent Level

From the Parent Campaign, you can:

• View consolidated reporting for the entire initiative

• Drill down into individual Child Campaigns for detailed insights

• Filter reporting by market, channel, phase, product, or objective (depending on structure)

Common Reporting Scenarios

• Multi-market budget and performance tracking

• Phase-based reporting for launch and sustain periods

• Channel-level roll-ups across a single initiative

• Portfolio-level reporting across products or regions

Best Practices

• Use Parent Campaigns for stakeholder reporting and oversight

• Use Child Campaigns for operational planning and execution

• Validate Parent roll-ups after significant Child Campaign changes

• Maintain clear naming conventions for Child Campaigns