Campaign Production and Approvals
Keep the campaign brief connected to the asset review.
Create the supported output set, refine each asset and make its publishing or export handoff clear.
Illustrative people · Actual app with sample data
The business situation
The brief was agreed. The assets still need to agree with it.
A planner, writer and designer can all work from the same campaign idea and still produce different messages. The reviewer needs the actual caption, graphic and document—not just a task marked complete.
Follow the sample Client handoff campaign: a checklist idea for delivery leaders, developed into a social draft, short article and field guide. Each asset has its own editing and review state.
How does a campaign move from an agreed brief to reviewed deliverables?
- Marketing planner
- Sets the audience, message and desired next step.
- Content producer
- Develops the selected formats and keeps the direction consistent.
- Reviewer or publisher
- Checks the current work and authorizes the appropriate delivery.
A worked example / Three product views
One campaign direction. Deliberate reviews for each asset.
The linked campaign and studio records were manually authored for this demo. They show work in Draft or In review; no generation, approval, scheduling or publication was completed for the sample.
- 01 / AGREE THE DIRECTION
Keep the brief beside the linked work.
Review the selected audience, angle and outputs in Campaign Studio. The sample pairs a handoff checklist with links to its social, blog and document records.
A campaign can coordinate supported social, blog and document drafts from shared direction. Open each linked asset for detailed refinement; saving a brief alone does not mean its outputs have been generated.
Between the screensThe planner reviews the direction before the producer opens the relevant studio. Finished video and website projects require separate workflows.
Product view · Sample data The sample campaign keeps the brief and linked work together. Follow each asset through editing, approval and delivery, with the intended campaign outcome in view. - 02 / REVIEW THE VARIATION
Read the caption in the intended channel.
Open the platform caption from the linked social work. Check whether its opening, supporting line and call to action still communicate the agreed checklist idea. Review the graphic alongside the wording.
For this LinkedIn draft, no publishing destination is selected. Edit and review the current variation before approving or scheduling it; changes to reviewed content can require fresh review.
Between the screensThe reviewer checks the current caption and creative. Only an eligible destination with the required publishing permission can carry an approved post into delivery.
Product view · Sample data The caption turns the campaign idea into a channel-specific message. The In review state and missing destination make clear that this is not a scheduled or published post. - 03 / CHECK THE DELIVERABLE
Review the guide as a document.
Open the linked guide and inspect the page layout and copy. The sample’s second page asks readers to confirm the commitment, owner and review date—the same idea used in the social draft.
Submit the current document for review through its supported approval workflow. Review requests can surface in Action Center. The document’s export is a separate delivery handoff from social publication.
Between the screensA reviewer approves the current work before a producer exports Word or PDF files and distributes them. Keep the approved asset connected to the campaign brief and intended outcome.
Product view · Sample data Inspect the sample guide’s page content and layout. Review the current version, then export the approved Word or PDF document for distribution.
The human decision
Approve a current asset, with a clear delivery route.
The reviewer decides whether the copy, creative, claims and next step are ready for the intended destination. A campaign-level idea does not approve every asset. Recheck the saved version when it changes, and resolve the remaining review before delivery.
A coordinated set with explicit handoffs.
- Social
- A reviewed caption and graphic for an eligible destination and format; scheduling and confirmed publication remain separate states.
- Article
- A reviewed blog draft, handed off by copy or Word export to the publishing workflow.
- Guide
- A reviewed document with a chosen Word or PDF export route, followed by a separate distribution step.
Follow the outcome
Check the delivered version and the actual status.
Return to the saved asset and its review or delivery state. For social, check the destination result before calling a post live. For exported articles and documents, confirm the downstream handoff with the publisher. Bring the resulting audience response back to Marketing’s measurement review without assuming content caused a revenue change.
Supporting capabilities
The tools behind this workflow.
Before you begin
Practical questions about this workflow.
Does one campaign produce every format?
Campaign Studio coordinates supported social, blog and document work. Its short-video output is preparatory copy and production guidance. Finished video and website projects start in their own studios.
Does approval mean the work is published?
No. Approval is a review decision. Social needs an eligible destination and a delivery result; Blog uses copy or Word export, and Document Design uses its export routes. None of these states alone proves public publication.
Your team’s next review
Bring a campaign whose approvals are hard to follow.
We’ll walk from the agreed direction into the current assets, reviewers and delivery handoffs your team needs.