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CONTENT & CAMPAIGN WORKFLOWS

One tool for fast, compliant content and campaign delivery

Create customized briefs, collaborate on creative feedback, manage approvals, and quickly distribute final assets – all from one central campaign hub.

Campaign Workflow

Your complete campaign and content process

A proven system for fast, compliant, end-to-end delivery

Create brief

Collect key information in one place at the start of a campaign.

  • Create customized briefing forms using conditional logic
  • Link individual tasks to a top level campaign brief
  • Add key collaborators and stakeholders
Campaign Workflow Create Brief
Campaign Workflow Upload Suporting Material

Upload supporting material

Add assets directly to briefs, keeping creative and briefs together.

  • Add assets from a local drive or your IntelligenceBank DAM
  • Include creative examples, competitor samples or any supporting asset
  • Add any file type, including website URLs

Send brief for feedback

Get alignment before engaging creative partners and agencies.

  • Set up mandatory single or multi-stage brief approvals 
  • Track status of brief approvals and monitor time to approval
  • Send to briefs agencies only after full internal approval
Campaign Workflow Send Brief for Feedback
Campaign Workflow Create Campaign Task

Create campaign tasks

Instantly create all task briefs required to deliver campaign.

  • Assign task owners, channels, deliverables and deadlines
  • Connect individual tasks to a top level campaign for full visibility
  • Automatically apply approval workflows for each task

Manage disclaimers

Generate legally approved disclaimers based on campaign criteria.

  • Create multiple disclaimers to suit different campaign channels.
  • Link approved disclaimers to the brief
  • Insert into creative prior to final Legal review
Campaign Workflow Create and Manage Disclaimers
Campaign Workflow View and Manage Tasks

View & manage tasks

Get complete visibility of all campaign activity.

  • View tasks and monitor their status with Kanban boards
  • View all campaign briefs, assets and activity in one location
  • Track deliverables by date with Calendar view

Proof & markup creative

Markup and collaborate on creative assets in one central platform.

  • Creative is uploaded by creative agencies directly into the brief
  • Collaborate with markup tools, comments and @mentions
  • Keep track of and compare versions with version control
Campaign Workflow Creative Proofing and Markup
Campaign Workflow Request and Receive Approvals

Request & receive approvals

Manage the entire approval process in one place.

  • Set up conditional or multi-stage reviewers
  • Monitor approval status in a dedicated Approval Center
  • Assets sent for approval are attached to the original brief

Instantly share approved assets

Upload to your DAM for fast, secure distribution.

  • Move approved assets to a dedicated campaign folder
  • Securely share with internal staff and external partners
  • Store final creative in the original brief for easy future access 
Campaign Workflow Instantly Share Approved Assets

More reasons to use IntelligenceBank campaign workflows

Keep a full audit trail

A record is kept of every action taken during the campaign process, for easy future auditing.

Connected to your apps

Work seamlessly with your existing creative, content management, and Microsoft and Google Apps.

Complete flexibility

Set up the platform to suit your exact processes, with highly configurable briefing forms and approval workflows.

Content & campaign workflow case studies and resources

How Tabcorp Boosted Compliance and Efficiency
Blog Thumbnail TAB Case Study 1
How Suncorp Streamlined Its Marketing Compliance Processes
Blog Thumbnail Suncorp Case Study
How Medibank Centralized Their Marketing Operations
Blog Thumbnail Medibank Case Study
Compliance Software for Highly Regulated Industries
What is Content Briefing Software?
The Ultimate Guide to Marketing Compliance
The Ultimate Guide to Brand Compliance
Marketing Operations Business Case Builder
Blog Thumbnail Business Case Builder for Marketing Operations