Create a campaign

Something missing from this page? Email help@tap.co

What a campaign does

A Campaign is the buyer workspace for one media initiative. It holds the objective, client and product context, budget, flight, markets, channels, source material, RFPs, responses, selected buys, Orders, and activity your team needs to make decisions.

Creating a Campaign does not contact a supplier. RFP drafts and planning work remain private until an authorized buyer approves a named send action.

Create a campaign

1. Start from Home

   Open a new Tap Agent conversation and describe the outcome, audience, client or brand, markets, flight dates, and working budget. Attach a brief or deck when the facts should come from a source.

2. Ask Tap to create the campaign

   State whether you want planning only or private RFP drafts as well. Name the intended media and markets when you know them.

3. Review the campaign

   Check the title, brand, optional product and reference number, objective, budget, flight, markets, and media channels. Wait for the saved state after a consequential edit.

4. Add the campaign team

   Use the campaign team control to choose the teammates responsible for the work. Campaign assignment helps ownership and Mine filters, but organization permissions still control what each person can do.

Example prompt

Create a draft campaign for a regional product launch. The objective is qualified awareness among adults 25 to 54. Run October 5 through November 1 in two priority markets with an $80,000 working media budget. Keep all RFP drafts private until I review them.

Use client, product, and reference details

• Choose an existing Brand when it already represents the client.
• Product is optional and belongs beneath the selected Brand.
• Ref Number is optional and contains digits only.
• A complete Client Product Estimate appears only when the Brand has a Client Code and the Campaign has both a Product and Ref Number.
• Missing Product or Ref Number does not block RFP work.

Follow the workspace

The campaign overview brings its channels and activity together. Broadcast work uses five stages:

RFP → Response → Confirm → Book → Track

RFP is the request, Response is where you inspect supplier offers, Confirm is where you build and choose the buy, Book holds activation and creative work after the booking-method decision in Confirm, and Track holds confirmed work and delivery status.

Changing a Campaign does not silently rewrite a sent RFP or Order. Review and explicitly send a new RFP revision when the supplier-facing request changes.

Find and organize campaigns

Open Campaigns in the main navigation. Search by Campaign name, Brand, Campaign ID, or folder; filter to the view you need; organize campaigns in client folders; and archive retained work you want out of the active list.

Only an unsent draft Campaign can be permanently deleted through draft cleanup. Sent requests and Orders remain part of the transaction record.