Campaign and ad creation

Campaign and ad creation

Campaign and ad creation actions appear only when the workspace, source, and user role allow them. Many users can review Ad Library evidence without being able to create or change campaign records.

Who Can Use Create Actions

What you seeMeaning
Create Campaign is visibleYour role can add a campaign for the current source/workspace.
Create Ad is visibleYour role can add an ad under the current campaign context.
Create actions are hiddenYour role, workspace setup, or selected source does not allow creation.
Save is disabledRequired fields are missing or invalid.

Create A Campaign

Use Create Campaign when a new campaign record should exist in Ad Library.

  1. Open Ad Library.
  2. Choose the source where the campaign belongs.
  3. Select Create Campaign if the action is visible.
  4. Enter the campaign name and all required fields.
  5. Save.
  6. Confirm the campaign appears in the expected source list.
  7. Open the campaign and confirm ads can be added or reviewed.

Create An Ad

Use Create Ad when a new ad belongs under an existing campaign.

  1. Open the campaign in Ads Listing.
  2. Select Create Ad if the action is visible.
  3. Confirm the campaign context.
  4. Add the required ad name, title, copy, link, creative, and source fields shown in the form.
  5. Save.
  6. Open Ad Details to confirm the link, title, text, media, and metrics area look right.

The exact required fields can vary by source and workspace configuration. Trust the form validation in DOE; do not reuse old campaign values unless they still match the current source.

Status Maintenance

Some roles can change campaign status from Active to Paused or from Paused to Active. Use this carefully:

ActionWhat it means
ActivateDOE starts collecting new ad data and performance metrics again for that campaign.
PauseDOE stops data collection and tracking until the campaign is reactivated.

If the status action is not available, ask a workspace admin to confirm whether your role should manage campaign status.

Validation And Review

CheckWhy it matters
Campaign nameHelps users find the campaign later and avoid duplicate records.
SourceControls which metrics, fields, and preview behavior apply.
Ad linkDetermines where the audience is sent.
Title and textShows what users will inspect in Ad Details.
Creative assetAllows thumbnail and preview review when supported.
StatusControls whether the campaign or ad is treated as active/paused.

After creating or changing anything, return to the campaign list, open the ads list, and check Ad Details. That is the simplest way to catch missing copy, wrong links, or unavailable previews before someone uses the data in a review.