How to: Convert a Campaign Brief to a Campaign

Modified on Fri, 12 Jun at 5:35 PM

Before You Start

Check these conditions before converting the brief.

✅

Brief status is Approved — Only approved briefs should be converted. Check the status field on the brief record.

✅

Client field is correct — The Client cannot be changed after the Campaign is saved. Confirm it on the brief before proceeding.

✅

Product exists in Advvy — The Product field on the Campaign must be set. Confirm the Product record exists before converting.

✅

Dates and budget confirmed — The Start Date, End Date, and Budget will carry over from the brief. Confirm these are final before converting.

⚠️

The Client field cannot be changed after the Campaign is saved. If the wrong client is on the brief, update it before converting — not after.

Steps

Follow these steps to convert the brief and complete the Campaign record.

Open the Campaign Brief

Navigate to the Campaign Brief record in Advvy Agency. You can find it via the Campaign Briefs view or by searching by brief name or client.

Click "Convert to Campaign" in the Ribbon

From the ribbon at the top of the Campaign Brief record, click Convert to Campaign. Advvy creates a new Campaign record in Draft status and opens it automatically.

Review Pre-filled Fields

The new Campaign record opens with key fields already populated from the brief. Check the following have carried over correctly:

Campaign Name
Client — verify this is correct before saving
Start Date and End Date
Campaign Budget
Objectives and any notes from the brief

Complete Any Remaining Required Fields

Some fields must be completed by the agency before saving — these are not set on the brief:

Campaign Code — auto-generated or enter manually; must be unique
Product — select the relevant product or brand
Form Layout — controls which fields display on the Campaign record (optional but recommended)

Tip: If the Campaign will be used with the Advvy Excel Add-in, ensure the Start Date is correct — it may need to be set slightly earlier than the first media activity date for external system exports (e.g. SMD or Pegasus).

Save the Campaign

Click Save. The Campaign record is now created. The original Campaign Brief is automatically set to Converted status and becomes read-only.

✅ After Saving

The Campaign is created in Draft status and is immediately available for media planning
The Campaign Brief is marked as Converted and locked — no further edits to the brief
The Campaign will be searchable in the Advvy Excel Add-in once connected to the correct environment
You can now configure Parent/Child structures, upload a media plan, and generate MBAs

What Carries Over from the Brief

Fields that auto-populate on the Campaign, and those you need to complete manually.

Field	Carries Over?	Notes
Campaign Name	✓ Auto-filled	Editable before save
Client	✓ Auto-filled	Cannot be changed after save — verify before saving
Start Date / End Date	✓ Auto-filled	Adjust if needed before save
Campaign Budget	✓ Auto-filled	Editable before save
Objectives	✓ Auto-filled	Editable; includes any client portal notes
Target Audience / Notes	✓ Auto-filled	From brief or client portal submission
Campaign Code	⚠ Must be completed	Auto-generated or enter manually
Product	⚠ Must be completed	Required — select before saving
Form Layout	— Not carried	Optional — set to control visible fields
Brief Status	— Not carried	Campaign uses its own status (starts at Draft)

Post-Conversion Checklist

Things to verify after the Campaign is saved.

Campaign Code is set and unique — required for Excel Add-in connection
Product is selected — the Campaign cannot be synced without a Product
Start and End Dates are correct — adjust Start Date earlier if needed for SMD/Pegasus exports
Original Campaign Brief is now marked Converted — confirm on the brief record
Connect the Advvy Excel Add-in to the Campaign if media planning is the next step — see How to: Connect the Add-in to a Campaign ↗
Set up Parent/Child structure if this Campaign is part of a multi-market or multi-phase initiative — see How to: Set Up a Parent & Child Campaign Structure ↗

Key Takeaways

Click "Convert to Campaign" from the brief's ribbon — the Campaign record is created automatically with key fields pre-filled.

Campaign Code and Product must be completed before saving — these are agency-side fields not set on the brief.

Verify the Client field before saving — it locks immediately and cannot be changed once the Campaign record is saved.

The Campaign Brief locks after conversion. It is set to Converted status and becomes read-only — all further campaign work happens on the Campaign record.

Client-supplied brief data (from the Client Portal) carries over automatically — objectives, notes, and target audience are all pre-populated from the client's original submission.