One campaign record, many uses
- Context
- Campaign details lived in decks, trackers and inboxes, so every brief, tracking link and report started by retyping the same facts.
- Approach
- I turned each campaign into one structured record, refreshed weekly from the system of record, and pointed the automations at it.
- Outcome
- Before, every brief, tracking link and report started by retyping the same campaign facts, and sources often disagreed. Now they all pull from one record, so setup is faster and the numbers match across reports.
- Campaign intake
- One campaign record
- Owners keep it current
- Briefs, links, readouts