Scope
This guide covers daily operation for AI Campaign Planner. Availability depends on your tenant package, role and configured providers.
Purpose
Work backwards from an objective to audience, channel and execution.
Shape audience, message, channel, schedule and creative direction.
Before you start
Correct tenant and project selected
Required source or provider is available
An accountable owner is identified
Test data can be separated from live activity
Procedure
- State the operating objective and the record, audience, campaign or project in scope.
- Shape audience, message, channel, schedule and creative direction.
- Inspect the current status and supporting context before changing anything.
- Account for system behaviour: Generate a reviewable plan from measured organisational context.
- Resolve failures, missing data or approval requirements before continuing.
- Close the loop: Compare forecast assumptions with actual campaign outcomes.
Verify the result
Compare forecast assumptions with actual campaign outcomes. Confirm that the intended record, state, run or report is visible to another authorised operator and that its next owner is clear.
Completion checkpoint
The capability is in the intended state, evidence is current, exceptions are owned and the next action can be understood without a separate status message.
Controls and limitations
Require operator confirmation for assumptions and launch decisions. Predictive, attribution and recommendation outputs support operator judgement; provider and data limitations remain relevant.