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.

Approvals Masthead

Your complete campaign and content process

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

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
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Step Two

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
Step Three

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
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Step Four

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
Step Five

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
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Step Six

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
Step Seven

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
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Step Eight

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
Step Nine

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
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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

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How Tabcorp Boosted Compliance and Efficiency

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How Suncorp Streamlined Its Marketing Compliance Processes

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How Medibank Centralized Their Marketing Operations

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Compliance Software for Highly Regulated Industries

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The Ultimate Guide to Marketing Compliance

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Marketing Operations Business Case Builder