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Vera overview
Vera is your AI-powered campaign operations partner. Vera can assist you with workflows spanning campaign strategy, execution, and reporting. Simply start a conversation with Vera to transform ideas and requirements into actionable marketing workflows in minutes instead of hours.
Refer to Vera overview for more information about Vera’s capabilities.
Campaigns overview
Campaigns are the individual marketing strategies that define how you’ll serve ads, when those ads will be served, and where they’ll be placed. They contain a set of targeting parameters, an ad format and versions, bidding strategies, and any other targeting settings that you specify.
Refer to Campaigns overview for more details.
Create a campaign with Vera
More on generating campaigns: Note that a campaign doesn’t immediately begin spending and serving when you choose to generate it. First, the campaign will undergo a review process to confirm that it meets certain requirements. Refer to Send a campaign for approval with Vera to begin this review process.
You’ll know when a campaign is approved when its status changes from Pending to Running. We’ll also notify you via email. |
Follow these steps to create a campaign with Vera:
Open the Vera app.
Select Campaign below the input box to start from a ready-made prompt, or type your own request.
If desired, use the chat box instead to let Vera know you’d like to create a new campaign.
No need to include everything–Vera will prompt you to enter your settings and preferences if you’ve missed any details.
Click the submit button. This will redirect you to a new conversation with Vera.
Choose an insertion order (IO).
Open the Select Insertion Order menu, or use the chat box, to choose an existing IO.
Select + Create New IO, or use the chat box, to create a new IO for the campaign instead.
Note that you’ll need to choose a budget-based IO if the campaign will have a monetary budget, or an impression-based IO if the campaign will have an impression budget. Refer to Budget-based and impression-based insertion orders (IO) for additional support.
Vera will guide you through adding the campaign's settings (e.g., budget and dates), creatives, and optional targeting settings one at a time.
Feel free to skip any optional fields that Vera asks you to complete.
Refer to the Campaign targeting guide to review each required and optional campaign targeting element.
Your settings and requirements will appear in the summary panel, where each detail is checked off as you provide it, as you build out the campaign.
If desired, click Modify Details or use the chat box to ask Vera to apply any additions or changes to the campaign draft.
Click Generate Campaign.
Once the campaign finishes generating, you can review it and send it for approval.
Keep working in the same chat: After you generate the campaign, you can create an audience, report, or dashboard in the same chat. Vera can use the campaign’s details, for example, to scope a report to it. Refer to Work on multiple tasks in one chat with Vera for more information. |
Manage a campaign with Vera
Edit a campaign
Follow these steps to edit an existing campaign with Vera:
Review the campaign’s existing settings by selecting View in the conversation or its summary panel.
Use the chat box to let Vera know you’d like to change the campaign’s details.
Specify the items you’d like to adjust directly in the chat box, or wait for Vera to prompt you.
Vera will prompt you to input the desired changes and confirm your selection. Refer to the Campaign targeting guide for additional support with each required and optional campaign targeting element.
Duplicate a campaign
Follow these steps to duplicate an existing campaign with Vera:
Use the chat box to let Vera know you’d like to duplicate the campaign. This will create a new draft campaign based on the original campaign.
Review the campaign’s existing settings by selecting View in the conversation or its summary panel.
Follow the steps outlined in Create a campaign with Vera to specify the campaign’s settings and targeting parameters.
Restore an expired campaign
More on restoring expired campaigns: You can restore an expired campaign by extending its End Date. This will reactivate the campaign, which will resume serving ads as long as its budget hasn’t been depleted.
Note that an insertion order’s (IO) status outweighs the status of its individual campaigns. Like with campaigns, an expired IO can be restored by extending its End Date. |
Follow these steps to restore an expired campaign with Vera:
Use the chat box to let Vera know you’d like to change the campaign’s End Date.
Vera will prompt you to share the desired End Date and confirm your selection.
Send a campaign for approval with Vera
Follow these steps to begin the campaign-review process to confirm that it meets certain requirements:
Review the campaign by selecting View in the summary panel to ensure your campaign is ready to send for approval.
Select Send For Approval.
You’ll know when a campaign is approved when its status changes from Pending to Running. We’ll also notify you via email.
Once you send the campaign for approval, it moves to the Done list in Workflow history with a Pending status. You can continue in the same chat to create an audience, report, or dashboard.
Manually create or manage a campaign
You can manually create or manage campaigns at any time. Follow the steps outlined in Create or manage a campaign for step-by-step instructions.
Locate additional Vera resources