Creating a new brief

Select New brief on the Briefs page. The form has the main details on the left and a summary of what the brief will produce on the right.

The main details

• Title (required): a name you will recognise, such as "Q3 partner campaign launch".
• What do you want to create? (optional): describe the activity, audience, format and what success looks like. It gives the agents a clearer starting point.
• Brief type: Webinar, Event, Social Assets or Partner Story.
• Promoting partners (Webinar and Event) or Partner (Social and Story): search your partner registry. On webinars and events the first partner you add is the host, and each promoting partner gets their own PartnerStack link.
• Industry: the industry the activity is for.
• Priority segment: the audience you want to reach.
• Partnership Roadmap Workstream: the roadmap workstream this campaign advances.
• Promoted product: the product it promotes.
• Customer journey stage: Awareness, Consideration, Activation, Expansion or Retention.
• Region: filled in from the host partner, and changeable.

Most fields offer suggestions from your captured strategy and earlier briefs.

What this brief produces

The right-hand panel lists the standard assets for the type you picked. Under Add a custom asset you can also ask for a Social post, Newsletter content or a Blog post.

The target outcome

Every brief has a target, set by its type. It starts on a default you can change:

All of these count as Leads in your reporting.

Saving

Select Save draft. If the button is greyed out, the footer tells you what is missing, for example a title, a promoting partner or a positive whole-number target.

Related

• What a brief is
• The brief lifecycle
• Strategy and setup settings