Workflows are a step-by-step guide to support Campaign onboarding. The Media Buyer must ensure they complete all Workflow items by the due date and advise Media Owners of potential delays.
In this article:
Media Owners assign Workflow items to Media Spaces for Media Buyers to complete across the duration of a Campaign.
For more information on building optimal Campaigns, check out this step-by-step guide.
Here's how to access your Workflow Items:
- Click on the Campaigns tab to access and complete your Workflow items.
- View Workflows for specific Brand profiles by clicking on the dropdown menu in the top left corner and selecting a profile.
- Alternatively, view your Campaigns and Workflow items across all Brand profiles.
From this page you can:
- Start a new campaign by clicking Start a campaign.
- Filter by Campaign or Workflow status by using the All statuses and All workflow items buttons.
- Use the Search bar to search for Campaigns by name.
- Sort by Activation or created date (newest to oldest or vice versa) by selecting the Sort by dropdown menu.
- Duplicate, delete or view the campaign details by clicking the Actions dropdown menu. You can also complete your Workflow items by clicking on View campaign.
- Complete outstanding Workflow items by selecting the Workflow items need attention alert for the relevant Campaign.
Here's how to complete your Workflow Items:
- Scroll down to Your workflow steps and click the button corresponding to the workflow to complete it.
- There will be due dates assigned to each workflow step, it is important for Media Buyers to complete these within the timeframe.
- If you have any outstanding workflow items, a consolidated workflow reminder email is automatically sent out each week by the system.
- Follow the instructions provided and click Submit when you have completed the workflow step.
- You can click on Request a change or Message partner if you have any questions or concerns.
- When a workflow step has been completed, Media Owners will be notified and can also request a change on their end, or approve the workflow if they haven't enabled auto-approval.
- Completing workflow items by the due dates is a requirement of Media Buyers on Criteo. Failing to do so may result in the termination of the Campaign or Activation.
If you're still having trouble with this, please reach out to your customer service rep or contact instore.support.apac@criteo.com, and a member of our team will be in touch.