Eliminate the risk of off-brand advertising with an automated QA Checklist. 

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Campaign QA checklist serves as a crucial tool for verifying essential campaign details such as objectives, budgets, timelines, and ad types. By automating this process, you can enhance governance and streamline the approval of campaigns across various advertising platforms.

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In this article, we will guide you through the process of setting up a Campaign QA checklist to ensure brand compliance and minimize the risk of off-brand advertising.

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Required User Permissions 

• ​To be able to create a checklist, the user must have view and edit permissions for the checklist and should be atleast a workspace admin.

• Global admins and workspace admins can then give permissions to other users to view, create, edit, share, etc.

• The permissions will be found under Global Roles.

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How to Access Checklist?

There are two ways to access Compliance QA Checklist. Please follow the steps given below - 

1. Click the New Tab icon. Go to the Ads Tools and Settings by going to the Advertising Tab under Sprinklr Marketing. 

2. You can either search for it or look in Value Added Features. 

3. Alternatively, you can access it through the launchpad under Campaign Workflow. ​​

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Campaign QA Checklist Workflow

1. Create Checklist: Configure checklists tailored to specific brands or campaign types.

2. Automate Application: Automate the application of the checklist during the campaign creation process for efficiency.

3. Recognition of Non-Compliance: Ensure the system can recognize campaigns that do not comply with checklist standards in reporting dashboards.

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Setting Up Campaign QA Checklist

1. Click on "Campaign QA Checklist" under the module "Campaign Workflow", as shown above.

2. Click on "Create Campaign QA Checklist" button to create a new checklist.

3. Enter name for checklist. The fields "Name" and "Channel" are required. Checklist is supported for 8 channels. ​

4. You can select "Ad Account" and "Ad Account Group" for a checklist, which will then apply automatically on all campaigns published from that account.

   1. In the checklist creation process, selection of account or account group is not mandatory. There can exist multiple checklists for the same account

      1. One checklist for all accounts in a workspace

      2. One for accounts in an account group

      3. One at an account level

   2. In such a scenario, account will take precedence over the account group, which will take precedence over the workspace level

   3. If no account is selected while creating checklist, then it will apply to all the accounts in that workspace.

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5. Select "Timeline Type". Clicking on each section will open the menu and allow the user to select the appropriate options. By Default, the timeline is set as Lifetime. However, cusomised checklists can be applied for a short period of time.

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1. Ensure that "Do not let user publish campaign" is selected if you do not wish to allow the user to publish the campaign unless all checklist requirements are fully met. Choose "Source of Creation" and indicate whether you prefer to use "Sprinklr Created Campaigns" or "Sprinklr-Managed Campaigns", or both to indicate on which campaigns this check should apply on.​

2. To Set Up Campaign QA Checklist, one needs to start with defining the respective Checks and Paths with respect to Paid Initiative, Ad Set and Ad Variant.

• Checks: Specific field values that your campaign must meet to proceed or comply with requirements.

• Paths: Potential paths that your campaign can follow, outlining different routes or strategies that can be taken to achieve objectives or outcomes.

• Paths are supported for these specific fields for two different levels:

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Paid Initiative Level:

1. Objective,

2. CBO, and

3. Special Ad Category

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Ad Set Level:

1. Bid Type,

2. Budget Type,

3. Optimization Goal, and

4. Placements

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Define Checks and Paths

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Paths

• Paid Initiative Level: Various potential strategies the entire paid initiative can take based on the checks being met or not.

• Ad Set Level: Different paths that each ad set can follow depending on how its specific checks are validated or adjusted.

• Ad Variant Level: Potential options or adjustments available for each ad variant depending on the validation of its specific checks and requirements.

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Operators for Checklist

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Checks

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• Paid Initiative Level: Specific criteria and conditions that the overall paid initiative must meet to proceed for Paid Initiative Checks.

• Ad Set Level: Criteria and requirements that each ad set within the initiative must satisfy to be considered valid.

• Ad Variant Level: Detailed specifications and parameters that each individual ad variant must adhere to for approval and deployment.

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Delete Checks and Paths

• To delete the checks in the sample checklist, users can click the Remove ( "-" ) option next to the specified paid initiative paths on the right to remove them

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• To delete the paths in the sample checklist, users can click the "Delete" option next to the specified paid initiative paths on the right to remove them

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• To delete the decision box or entire element, user can click on "Delete" icon highlighted in the image below.

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Activity Tab

Once the checklist is created defining the checks, paths and defining the respective conditions with help of operators, the "Activity" tab, positioned in the lower left corner, enables users to review the complete history of the QA Checklist. Users can refresh and sort these activities using the icons available in the top right corner of the checklist activity section.

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Activity Tab for QA Checklist located in the lower left corner

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Additional Usability Functions

• For the filters in the Campaign QA Checklist, include options to filter by "Account", "Account Group", "Channel", "Creator", "Status" and and sort by "Timeline Type"

• Additionally, QA Checklist provides the ability to manage columns, allowing users to customize their view based on preferences, as seen in the snapshot attached below

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• Export Ads Checklist Audit Reports: Added support for exporting Ads Checklist Audit reports, enhancing governance with detailed change logs for clearer tracking and review.

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Final Output

The Campaign QA Checklist provides an additional layer of verification for essential campaign details like objectives, budget, timelines, and ad types. Users can customize the checklist to their needs and apply it at the account or account group level, reducing errors, speeding up launches, and increasing accountability through real-time verification.

​Final Output ​Sample: Sample Checklist

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