Getting Started
Getting Started
A simple path from your first customer to your first completed campaign.
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Your first end-to-end workflow
The easiest way to learn the platform is to follow one real campaign all the way through. Do not begin by creating downstream financial records. Start with the business context and let the workflow build forward.
01
Create the customer
Establish the client context.
02
Create the campaign
Group the commercial and operational work.
03
Create the advertisement
Define the specific advertising requirement.
04
Create the media plan
Decide where, when and how much media should run.
05
Add placements
Create the actual planned media buys.
06
Complete commercial work
Review estimates and release approved work.
07
Record execution
Capture what was actually delivered.
08
Verify and invoice
Verify delivery before downstream financial closure.
Dependency rule: if a later page is empty, do not immediately create a record manually. First check whether the parent record, relationship or previous workflow stage is complete.
A practical first campaign checklist
- Customer exists and is the intended client.
- Campaign belongs to that customer and represents the correct work.
- Advertisement belongs to the campaign.
- Media plan belongs to the advertisement.
- Every placement has the correct media type and vendor.
- Print placements use insertion schedules where required.
- Non-print placements use their own quantity and schedule rather than print insertions.
- Execution is recorded only after the media has actually run.
- Verification is completed before financial closure where the workflow requires it.