Knowledge base

Plan

Plan supports marketing teams and external stakeholders in their daily operations. From campaign planning, to submission reviews, and approvals of creative materials. Use Plan to keep people involved, run only approved campaigns and use correct materials

Plan is mainly split into two types of projects, Campaign projects and Approval projects.

  Below you can find a selection of helpful How-to-Guide’s on Plan.

Campaign projects

Getting started

Creating a new activity

Overview of Campaign projects

Viewing activity details

Managing co-op projects

Change the duration of an activity

Change the parent activity of an activity

Deleting/removing an activity

Editing an existing activity

Filter and view

Changing the settings for the list view

Expanding the overview to see more activities

Using the date range function

Using the list view overview

Approval projects

Getting started

Creating a new approval project

Overview of the Approval projects page

Guides for the approver

How to approve/reject material

How to make a comment on material

How to require material to be changed by the initiator

Guides for the initiator

Changing/fixing material that requires to be changed

Finding material that has been approved

Functionality

Removing Place assets from an Approval project

Best practice

Main users/roles for Approval projects

Types of Approval projects