Complete a Campaign Briefing

Adding and editing briefing items

1. Open Campaigns, select a Campaign, and open Briefing.
2. Add a Briefing Item and complete the custom fields configured for your team.
3. Link the Products and Assets needed for that content row.
4. Repeat for the remaining content, or use the available import action to bring in a Master briefing.

Editing in the briefing table

To edit briefing items directly in the table:

1. Click the lock icon in the toolbar to unlock the table for editing.
2. Edit any custom field columns directly in the table cells.
3. A warning banner at the bottom of the table indicates that the table is unlocked.
4. Click the lock icon again to lock the table and prevent accidental changes.

General workflow

• Review the table and update the Campaign's status when appropriate for your process.
• A Briefing Item that is already assigned to a Publication Item cannot be deleted. Unassign it from publication work first.
• Changes made after layout may appear as briefing changes in configured publication Preview views.

See Briefings for how Briefing Items feed publication work.