Key Concepts

Campaign Portfolio

A campaign portfolio is a named group of campaigns for a single brand that you monitor together.

Each portfolio has:

• A monthly budget
• A monitoring start date
• A flight end date
• Optional KPI type and target

Important: One campaign can belong to only one portfolio globally at any time.

Brand-Level Scope

• Portfolios are created and managed per brand
• A brand can have multiple portfolios, each containing campaigns from one or more ad accounts under that brand

Global Campaign Exclusivity

Once a campaign is added to a portfolio:

• It is claimed globally and cannot be added to any other portfolio by any user
• This prevents conflicting ownership and double counting of performance

Campaigns in a portfolio are released (and become available again) when:

• They are removed from a portfolio
• Their portfolio is deleted
• The campaign is deleted on the ad platform and that change is detected during sync