Campaign Plans
Find, favorite and delete your campaign plans in the console, and star a plan from its own page.
A Campaign Plan is what you mean to run: an envelope, a window, and the line items you place against it. A connected agent reads the plan and can turn it into live campaigns.
Campaign plans are private to your organization.
The list
Open Campaign plans in the console sidebar. The list at /campaign-plans shows one row for each plan. A row shows:
- the name, and the status of the plan,
- the description,
- the envelope, the allocated amount, the unallocated amount and the window,
- the number of line items, and the channels they use,
- the avatars of the Assignees.
The whole row opens the plan.
Assigned to me
The Assigned to me button is above the list. Select it to see only the plans where you are an Assignee. The address of the page holds the filter (?assignee=me). A reload keeps the filter. Select the button again to show every plan.
When the filter is on and you are not an Assignee of any plan, the page says that nothing is assigned to you. Select Clear the filter to show every plan again.
A row shows the avatars of at most three Assignees, and a count of the others, such as +2. Screen readers read the name of each Assignee.
The ⋯ menu
Each row has a ⋯ button. Its label is Actions for and the name of the plan. The menu holds:
- Add to favorites, or Remove from favorites when the plan is a favorite,
- Delete…, in the red style, after a separator.
Delete… opens a confirm dialog. The plan and its line items go away. Anything the lines already created stays live in the ad account.
The button shows when the pointer is on the row, when the keyboard focus is in the row, and while the menu is open. On a touch screen, the button is always visible. The button keeps its space when it is hidden, so the row does not move. Press Tab to reach the button, then Enter to open the menu.
Favorites
A plan that is a favorite shows a small filled star after its status. Screen readers read the star as Favorite.
A plan that is a favorite also shows in the Favorites section at the top of the sidebar, above Monitor. Select the name to open the plan. The oldest favorite shows first. The section is hidden when you have no favorites. A new name shows in the section after you rename the plan. A deleted plan leaves the section.
A favorite is yours. It belongs to you in the active organization, and other members do not see it. The star changes at once. If the change fails, the star goes back and a message tells you why.
The page of a plan
The app header shows the path, Campaign plans / the name of the plan, and a star button after the name. Select the star to add the plan to your favorites. Select it again to remove the plan. The star is on each tab of the plan: Overview, Updates and Line Items.
Assignees
The rail of the page has an Assignees property. An Assignee is a member of your organization who is accountable for the Campaign Plan. The property shows a stack of avatars. Select it to open a list of the members, with a check box for each one. Check a member to add that member as an Assignee. Clear the check box to remove the Assignee. The change shows at once, and a reload keeps it. If the change fails, the page restores the stack and shows an error.
A Campaign Plan has at most 10 Assignees. At 10, the list shows a message, and you must remove an Assignee before you add another.
An Assignee gets no extra access. Every member whose role can edit Campaign Plans can still edit the plan. A change to the Assignees does not change the revision or the status of the plan. An approved plan stays approved.
Delivery
The page shows what the objects of each Line Item delivered. AdCrunch calculates it each time that you open the page, from the insights that it reads once a day. It stores nothing.
The Line Items tab has a Delivery table under the Line Items, with one row for each Line Item:
| Column | What it shows |
|---|---|
| Spent | The spend of the objects that the Line Item recorded, from its start to today, or to its end when that is in the past. |
| Pacing | The spend divided by the spend that the budget expects by today, such as 0.8 of €1,000.00 expected. Before the start, it shows the start date. |
| Target | The same metric, delivered, against the target, and whether the Line Item meets it. |
| Data | The last day that the figures include. Conversions keep arriving after the click. |
A missing figure is never shown as 0. Nothing recorded means that the Line Item records no object. No data yet means that AdCrunch has no insight of its objects yet. Not comparable means that an object spent in another currency than the plan: AdCrunch never converts a currency. A note under a row names each object with no data yet, and each object in an ad account that your organization no longer owns.
The pacing is a ratio. The page does not say “under” or “over”, and it does not colour the figure: you decide what is too low or too high.
The rail shows the Delivery of the whole plan, on each tab. Each object counts once over the dates of the plan, so the total can be less than the sum of the Line Items. When the Line Items do not share a unit, or when an object spent in another currency, the rail shows Not comparable.