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Create Custom Workflow Items

CYield In-store & Omnichannel (Brandcrush)Media OwnersAutomated Workflow Steps

Create custom workflows steps for automated Campaign execution for both your team and the Media Buyer's team.

In this article:

Here's how to create Workflow items:

  • Click on Manage media and the Custom workflows tab.

  • To create a new custom Workflow item, click New workflow step.
  • To edit an existing Workflow, click the corresponding Actions dropdown menu and Edit workflow step.

  • Fill in the details of your Workflow item, including the Activation Type it assigns to and whether the Media Buyer is required to complete this before they request to activate, or after the request has been accepted.
  • Click Save & next to advance.

  • If you selected Before the brand requests to activate, they will be prompted to complete the Workflow step before they can send you an Activation request.
  • If you selected After the request has been accepted, you will be prompted to enter a timeline.
  • Click Save & next to proceed to the Workflow set up phase.



To design your Workflow Step:

1. Click on the text to edit it. The copy you publish is what the Media Buyer will see.

2. Upload files for the Media Buyer to complete (like the Digital Survey Template, in this example).

3. Use the Elements click-and-drag selector to apply interactive features, such as text boxes, image-upload fields and multiple choice questions and answers.

4. Click Save & exit to save your Workflow item as a draft, Save & preview to preview your Workflow item, and Publish step to make it live.

Check out the Workflow Builder Guide at the bottom of this page for more information.

  • Once published, the Workflow item will apply to all future bookings for the selected Activation type.
The Workflow step will look like this:




Workflow Builder Guide:

Element:

Description:

Use this element if you require a Media Buyer to answer a question with a single response.

For example:
A Media Owner uses a single text box to capture a discount code they will use in a Campaign.

Use this element if you require a Media Buyer to answer a question with multiple responses.

For example:
A Media Owner uses a multi-text box to gather the hashtags the Brand wants them to use on their social posts during a partnership.

Use this element if you require the Media Buyer to upload a single image.


For example:
A Media Owner uses a single image upload element for a campaign where they require the Brand to provide their logo.

Use this element if you require the Media Buyer to upload one or more images.

For example:
A property group Media Owner uses a multi-image upload element to ensure a pop-up in the centre meets their guidelines and standards.

Use this element if you require the Media Buyer to upload a single document.

For example:
A gym might use the file upload element for its 'on-the-trainer' media listing to obtain an FAQ document from the Brand to support any customer enquiries throughout the activation.

Use this element if you require the Media Buyer to upload one or more documents.

For example:
A meal-kit box Media Owner uses a multi-file upload to ensure the Brand it is sampling meets its product quality standards. It may wish to view quality certificates, allergen details and product specification documents.

Use this element if you require the Media Buyer to download a document to review or complete, then submit.

For example:
A Media Owner may use the file download & upload element if they require the Media Buyer to sign a partnership agreement and re-upload for Media Owner approval.

Use this element if you require the Media Buyer to download a document and acknowledge that they have read and understood it.

For example:
A Media Owner may use the file download and approve element to ensure a brand fully understands and acknowledges the Media Owner's Code of Ethics which must be adhered to.

Use this element if you require the Media Buyer to select a single answer from multiple choices.

For example: 

A property group that offers physical pop-up space can use the single-choice question element to determine the dimensions of the Brand's pop-up.

Use this element if you require the Media Buyer to select one or more answers from multiple choices.

For example: 

A gym may use the multiple-choice question element for its 'on-the-trainer' listing, where the Brand indicates to the Media Owner what garments their trainers will be offered.

Use this element if you require an acknowledgement that a specified action has been taken.

For example: 

A meal-kit box may use the confirmation element to ensure the Brand acknowledges the Media Owner box has an alcohol-free policy.

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.

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