Start with the package itself. Dates, billing, ads, and report language come next.
Ad Ops approval opens sign-up. After approval, this tracks the package from open through wrapped.
This sets the downstream task shape. It does not limit the tactics, dates, audience, event, or billing.
National shows in every region. Pick one region to keep the package local.
The ad ops build
The channels this package actually runs. This is what Ad Ops builds from.
Tick a channel to include it. Tick "John builds this by hand" when John builds that channel himself instead of the shadow setup doing it.
Under each ticked channel, add one ad set per audience it targets. A single Meta campaign often runs one ad set at consumers and another at Compass agents; this is where that gets written down instead of explained later.
Agents can still send custom creative on any package. This choice sets the expected starting point; it does not block their work.
What the report leans on
The tactics the report copy emphasizes. It starts from the channels above, and it is a separate job from the build: you can run four channels and have the report lean on two of them.
One per line. Starts with the channels selected above. Once you edit these words, the Workshop stops changing them.
This is report copy, not the build. Editorial placements are part of Display now rather than a channel of their own, so if the report should lean on them, describe them in plain language here.
Feeds the roadmap's "How It Works" section.
What the report will say
Drafts can skip this section. Before sign-up opens, fill it in and read the exact words below.
Report preview
Your report headline will appear here
The opening sentence will appear here.
What's running
- Your selected tactics will appear here.
Reports land: cadence will appear here
The closing note will appear here.
Every package needs an explicit traffic report or no traffic report decision before handoff.
Sets the report type. It does not print anywhere on the roadmap.
Feeds the Traffic Report closing note. It does not appear on the Roadmap.
Reports refresh daily. The email goes out on this schedule.
Sets the email schedule. It does not print anywhere on the roadmap.
Leave this unchecked while the package is a draft. It must be checked before sign-up opens.
Tagline choices
We build the creative for this package, so the agent picks from lines you approve.
Offered only to an agent promoting a listing.
Offered only to an agent promoting their brand.
Offered on both. Lines typed before the listing/brand split live here.
Leave all three blank and neither form shows a tagline question at all.
Supporting links
Everything ad ops has to go looking for. These print into the build task.
One per line. A label and a link, or just a link. The ET sheet, location targeting addresses, data lists, placements.
Buy-in desk links
These links open two different doors into the same package.