Running Activate
Briefs from the staff side
Brief types, stages and the Briefs queue as you see it in the mirror.
Briefs from the staff side
A brief is one partner campaign. The client creates it, Activate checks it against the Strategy baseline, and the matching agent produces the campaign assets. You follow briefs in the mirror under Briefs.
Brief types
| Type | Workspace | Default target outcome |
|---|---|---|
| Webinar | Webinars | 200 webinar registrations (Zoom) |
| Event | Events | 40 event registrations (landing page) |
| Social Assets | Social | 500 partner clicks (PartnerStack) |
| Partner Story | Stories | 1,000 story reads (hosted page; aspirational) |
The client can change the target number. Social Assets and Partner Story briefs take exactly one partner. Webinars and events can have several promoting partners: the first one added is the host, and each promoter gets their own PartnerStack link. Only current, active partners can be chosen.
What a brief captures
Description, promoting partners, industry, priority segment, roadmap workstream, promoted product, core pain point, customer journey stage, region, target outcome and attachments. Suggestions come from the Strategy baseline, the partner registry and earlier briefs.
Brief stages
| Stage | Meaning |
|---|---|
| Draft | Saved, not yet set up |
| Awaiting setup | Ready for setup |
| Setup started | Strategy decision recorded; the workspace is open |
| Live | Campaign approved and running |
| Completed | Finished |
| Cancelled | Stopped |
Workspaces only open once setup has started. In the mirror, the next-step line reads "Next: a team member checks strategy and starts {setup}" for draft briefs.
The Briefs queue
The hero reads "Create and review all Partner Marketing briefs". Stats: Assets pending, Assets approved and With feedback. Filter by All, Active, Needs attention, Assets pending or Assets approved, and search by title, partner or ID (briefs are numbered BR-1, BR-2 and so on). In the mirror the queue adds an Alignment column.