Briefs in Camphouse
Briefs are added in the Plan Setup or during the plan creation and made viewable to all users within the Media Plan section so that they can be viewed in context with media planning work.
Create and view a brief
Navigate to the brief section on the Plan setup.
Use the rich text editor to create a brief.
Remember to click save at the bottom of the page before navigating away.
💡 Tip! You can also create a template for briefs if you want all team members to enter the same information. Just add your text in the rich text editor and click Create New Template at the top.
View a brief
To view a brief after it has been created, follow these steps:
Access the Conversations Icon: click on the Conversations icon (pink button) from any page within the Media Plan section (such as Calendar View, Sheet View, or Delivery Plan).
Navigate to the Brief Tab: Once the conversations panel is open, click on the Brief icon (orange button) to view the brief.
Save a Template
To save a brief as a template in Camphouse, follow these steps:
Outline the Brief: Ensure that the brief includes all necessary section headers and prompts. This helps guide users who will be creating plans, making the process clear and instructive.
Save as Template: Once you are satisfied with the brief's structure and content, click on the 'Save as Template' button, located towards the top right corner of the brief section.
Name Your Template: You will be prompted to provide a name for your template. Choose a name that clearly identifies the template's purpose or content.
Access Templates: After saving, a new button labeled 'Show Templates' will appear in the brief section of the plan setup. This allows any user to view and select from existing templates, providing a useful starting point for new plans.