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Campaign Plans

Find, favorite and delete your campaign plans in the console, and star a plan from its own page.

A Campaign Plan is what you mean to run: an envelope, a window, and the line items you place against it. A connected agent reads the plan and can turn it into live campaigns.

Campaign plans are private to your organization.

The list

Open Campaign plans in the console sidebar. The list at /campaign-plans shows one row for each plan. A row shows:

  • the name, and the status of the plan,
  • the description,
  • the envelope, the allocated amount, the unallocated amount and the window,
  • the number of line items, and the channels they use.

The whole row opens the plan.

The ⋯ menu

Each row has a ⋯ button. Its label is Actions for and the name of the plan. The menu holds:

  • Add to favorites, or Remove from favorites when the plan is a favorite,
  • Delete…, in the red style, after a separator.

Delete… opens a confirm dialog. The plan and its line items go away. Anything the lines already created stays live in the ad account.

The button shows when the pointer is on the row, when the keyboard focus is in the row, and while the menu is open. On a touch screen, the button is always visible. The button keeps its space when it is hidden, so the row does not move. Press Tab to reach the button, then Enter to open the menu.

Favorites

A plan that is a favorite shows a small filled star after its status. Screen readers read the star as Favorite.

A plan that is a favorite also shows in the Favorites section at the top of the sidebar, above Monitor. Select the name to open the plan. The oldest favorite shows first. The section is hidden when you have no favorites. A new name shows in the section after you rename the plan. A deleted plan leaves the section.

A favorite is yours. It belongs to you in the active organization, and other members do not see it. The star changes at once. If the change fails, the star goes back and a message tells you why.

The page of a plan

The app header shows the path, Campaign plans / the name of the plan, and a star button after the name. Select the star to add the plan to your favorites. Select it again to remove the plan. The star is on each tab of the plan: Overview, Updates and Line Items.

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