Activate briefs and campaigns
The brief lifecycle
The strategy check, starting setup, and what each brief stage and asset status means.
The brief lifecycle
Once a brief is saved, it moves through a small set of stages. The brief's page shows where it is and what to do next.
Step 1: the strategy check
On the brief's page, the Strategy check card compares your brief with your captured partnership strategy across four areas: channel, segment, workstream and stage. It takes a few seconds.
The result is advice, not a gate:
- Ready to continue: the brief fits.
- Suggestion available: an optional suggested fix or angle is shown. You can edit the brief or carry on.
- Update needed: you changed the brief after it was checked. Select Check updated Brief.
- Check not completed: select Try again.
Step 2: start setup
When the check is done, select Start Webinar setup (or Event, Social or Story setup). This records the decision and opens the matching workspace, where you add the details and generate drafts.
After setup has started, the brief's page shows Open [type] setup to take you back to the workspace, and Edit Brief to update its details.
Brief stages
| Stage | What it means |
|---|---|
| Draft | Saved and editable. Next: check strategy, then start setup. |
| Awaiting setup | Ready for setup to start. |
| Setup started | Handed to its workspace. Next: open setup and review the campaign assets. |
| Live | The campaign is under way. You may still have assets to review. |
| Completed | The brief is finished. |
| Cancelled | The brief was stopped. Cancelled briefs drop out of the Briefs count. |
Asset statuses
Each item a brief produces is either Draft (waiting for your review) or Approved (signed off). The brief shows "Assets: none yet" or how many of its assets are approved out of the total.
On your portal's Deliverables page the same work is grouped as Not started, Blocked, Dispatched, In production, Ready for approval and Approved.