Adding new campaigns and items | Viseven Help Center

In Planner, you can create the following entries:

Entry	Definition	Applicable to
Brand plan	A collection of digital content and multimedia elements for presenting campaign strategies, objectives, and details	Brand strategy widget
Campaign	A parent entry that groups together content items under the same strategic objective	Campaign planning / Operations & delivery widget
Content item	A discrete piece of content within the eWizard platform: an e-Detailer, email, email fragment, module, messenger ad, website, brief, banner, and assignment. The assignment is printed materials distributed during face-to-face visits with the target audience or digital content to promote your products and services online. It can be customized on the interface, for example, as a webinar, podcast, leave behind, roll-up, and so on. Creation of template-based assignments can be configured on demand. The template-based assignment is used for the initial customization of a content item in eWizard Editor and then for sending it to the agency for design	Campaign planning / Operations & delivery widget

You can control access to these entries based on the metadata set in user profiles.

Users with respective permissions can create entries and add items from My library. Please contact your administrator for details.

To create a new entry:

1. Click + ADD NEW on the quick access bar.

Or you can click + next to the required campaign name in the Campaign planning widget.

2. Select the required entry. Click Create new for e-Detailers, emails, modules, banners, websites, and messenger ads.

The set of entries depends on the widget and your permissions.

3. Fill in the following metadata fields in the Create new pop-up:

Field	Action	Available for
Name	Enter the entry name	All entries
Content type	Select the entry content type—`Commercial` or `Medical`. The content item inherits the value of the campaign it's added to	Campaigns / all content items
Indication approval status	Select the indication approval status of the content item—`In-label` or `Off-label`. The metadata field is available only for users of the medical department	All content items
Brand	Select the entry brand. The item brand list inherits values of the campaign the content item is added to. After the content item creation, other than the non-template-based assignment, its `Brand` field is prepopulated with the campaign brand value. You can change the inherited value.	All entries
Country	Select the entry country	All entries
Agency assistance	Select an item developer—Viseven DCF, `Creative agency`, `Translation agency`, `Other`, `None`. The selected values, except for `None`, are displayed as labels on the item card	All items
Campaign	Select a parent campaign for the entry	All items
Start work on	Select the entry start date. The field is automatically filled with the current date	All items
Deadline	Select the entry end date	All items
Estimated cost	Set the estimated cost of the entry development. You can enter only whole numbers	All items
Actual cost	Set the actual cost of the entry development. You can enter only whole numbers	All items
Summary	Enter the required summary	All items
Description	Enter the required description	All items
Language	Select the item language	Brand plans / e-Detailers / emails/ email fragments / modules / landing pages / messenger ads / tasks
Target device	View the list of target devices for the selected template	e-Detailers
Themes	Set the selected template theme	Brand plans / e-Detailers / emails / landing pages / websites
Target system	Select the target system to create the item build compatible with this target system. The resulting item contains the matching list of merge tags available in Editor	Emails / email fragments
Target messenger	The field is read-only and displays `WeChat` once you select a template	Messenger ads
Name	Enter the entry name	All entries
Responsible	Select a person to manage or complete the entry	Campaigns / all items

The fields marked with asterisks (*) are mandatory and highlighted in red until you provide a value.

Campaigns and content items

The Agency assistance metadata field supports multiple selection for items, and the Brand field—for campaigns and assignments.

When creating content items (except for non-template-based assignments), you can filter the available templates in the Create new popup by the Brand value. To preview the selected template in Viewer, click thebutton on the template card.

The set of metadata fields in the Create new popup depends on the entry type, selected values, and template. If your user profile contains custom metadata, it determines which fields and values appear when creating entries.

Contact the administrator to configure:

Metadata fields and dependencies between the system metadata values and custom fields.
The Production Partner custom metadata field to share content items with users and groups by assigning the responsible person role for collaboration.
Automatic template filtering by country system metadata for all content items and by size, orientation, width, and height custom metadata for template-based assignments.

4. Click CREATE.

The LOG IN TO/OFF VEEVA VAULT button is available if Veeva-specific metadata fields are configured in the Create new and Edit details pop-ups. Contact your administrator for details.

Your newly created:

Brand plans appear in the Brand strategy widget for the entry owner and collaborator.
Campaigns appear in the Campaign planning, Operations & delivery widgets and trigger initiatives creation in Jira.
e-Detailers, emails, email fragments, modules, websites, messenger ads, and template-based assignments appear:
- In the Campaign planning, Operations & delivery widgets, and Library for the item owner and responsible person.
- In the Campaign planning, Operations & delivery widgets, and the Shared with me space for collaborators, production partners, and the responsible person who isn't their owner.
Assignments appear in the Campaign planning and Operations & delivery widgets.

You can go to the item Details page right after completing its creation. For this, use the OPEN DETAILS button in the status notification.

To configure the automatic redirection to the Details page after the item creation, contact your administrator.

An email notification with the link to the entry Details page is sent to:

Responsible person and production partners after creating the entry or adding the content item from My library.
New assignee if the responsible person is changed.
Content item owner and responsible person when the start work date of the content item approaches.

If the responsible person leaves the project, the item owner becomes responsible.

The add new menu can be customized according to your requirements. Contact the administrator for details.