Creating a Campaign Portfolio

Step 1: Select Brand and Ad Account

1. Open the Campaign Portfolio dashboard
2. Select the brand where you want to create the portfolio
3. Choose an ad account under that brand
   • The platform (Meta or Google) is auto-detected from the ad account

Step 2: Select Campaigns

After selecting an ad account, you'll see its campaigns. Two filters are ON by default:

• Exclude campaigns already in a portfolio (global exclusivity)
• Exclude inactive campaigns

You can:

• Turn these filters off to see:
  • Campaigns already claimed by other portfolios
  • Inactive campaigns
• Filter by campaign objective (e.g., conversions, traffic)

Then:

1. Select 1 to 50 campaigns to include in this portfolio
   • 50 campaigns per portfolio is the current limit for performance and usability
2. Continue to configuration

Note: Claimed campaigns (already in another portfolio) cannot be selected unless released.

Step 3: Configure Portfolio Settings

Required fields:

• Portfolio name
  • Must be unique within the brand
• Monitoring start date
  • Date from which budget tracking begins
• Monthly budget (mandatory)
  • Used to calculate spend pacing
• Flight end date (mandatory)
  • Defines the end of the monitoring period; required for pacing calculations

Optional KPI configuration:

• KPI type (optional)
  • One of: ROAS, CPA, CPL, CPC, CPM
• KPI target (required if KPI type selected)
  • Used to evaluate KPI health

Sync configuration:

• Scheduled daily sync (optional, recommended)
  • Enable or disable
  • Set time (24-hour format) and timezone for the daily sync

Step 4: Create Portfolio

When you click Create:

1. The system validates:
   • All mandatory fields (name, start date, monthly budget, flight end date)
   • KPI target if a KPI type is selected
2. On success:
   • Portfolio configuration is saved
   • Selected campaigns are marked as claimed globally
   • An initial sync is triggered
   • Email notifications are configured so that stakeholders can be notified if the portfolio needs attention (pacing or KPI issues)
   • You are redirected to the portfolio view with a "Syncing..." status until the first data load completes