Unity Workflow - Creating A Project

Once you have created a Campaign in the system, you will then need to add a Project or set of Projects to it. The flow for Campaign creation in the system is as follows:

  1. First, create a Campaign.
  2. Next, build a Project (or set of Projects depending on your need) within your Campaign.
    1. From within your Project, you will then set up a Deliverable (or set of Deliverables if you would like to set up Ambassadorships with your Creators) within your Project.
    2. And then from within your Deliverable(s) you will build out Unit(s) (which are the social posts you want Creators to complete).

You are free to set up your Campaign however you would like, but if you are unsure of where to begin, the following example could be a helpful way to go: Picture your Campaign as your yearlong overarching goal. The Projects you Create within your Campaign could be for each Quarter or seasonal promotion in the year. Then after you set up your Deliverable(s) (the containers for your Units), the Units within your Deliverable will be for each different type of social post you want Creators to publish.

In this article, we will walk you through all of the steps for this process: creating a Project, Deliverable(s), and Units.

Creating a Project

From your Campaign Dashboard, click Create Project.

Project Details

A flyout will open for you to begin filling out your Project Details. On the Details tab, enter the following:

  • Name and Image
    • The Project name will be visible to Creators and should provide them with an idea of what the overall Project will entail. The Project image will be the avatar presented to Creators. Minimum image dimensions are 500x; supported formats: JPG/PNG
    • To upload your image:
      1. Click Add an Image.
      2. A pop-up will appear where you can choose a file from your computer to upload.
      3. From here, you can adjust and then click Crop Image. Once your image has been uploaded, if you would like to change your image, click Change Image
  • Project Brief
    • The Project brief should be a general overview of the goals of your Project. This information can include creative direction, Creator do's/don'ts, and legal information. Please make sure that if you are copying and pasting from another document that you edit your formatting once it has been pasted. If you do not, it may affect the appearance of your Project brief when presented to Creators. 
  • Additional Files
    • You may upload any documents you feel necessary here. Some examples of what you could upload are Parental Consent Forms, Style Guides, or Additional Guidelines. 
  • Open Bidding
    • When creating your Project, you will be able to choose the way in which you want to send and receive Offers. An Offer is an invitation to a Creator to participate in your Project. If you want any Creators in the platform to be able to submit Bids to be considered for participation, you can enable Open Bidding to begin as soon as your Project is approved. Alternatively, if you have specific Creators in mind for your Project, you can leave Open Bidding unchecked and instead send Direct Offers. You may also send Direct Offers in addition to enabling Open Bidding.
    • If you have opted to use Open Bidding and want to narrow the pool of Creators that are able to submit Bids, you can create a Targeting Set. A Targeting Set is created from a saved search in Unity Search. All filters from the saved search, except keywords, will be used to determine which Creators can Bid on your Project. You can find more information about sending and receiving Offers here.

After you have finished filling out your Project Details, click Next: Set Up Deliverables

Deliverables

When Creating your Project, you will be able to set up multiple Deliverables within it. A Deliverable can consist of one or more Units and each Deliverable will have its own Payout associated with it. To get started, click the three dots next to the Deliverable and select Edit or Clone (you are able to Clone deliverables if you'd like the next Deliverable to include the same Units within that Deliverable.)

  • Deliverable Name
    • The first thing you will want to do will be to name the Deliverable. We recommend entering a name that will be easy to distinguish for both you and Creators, perhaps broken down by Publish date such as "June Deliverable".
  • Units
    • You can add one or more Units to a Deliverable and can customize them as needed. Click Add a Unit to get started.

  • Add Unit
    • Select which social media platform you would like to Creators to use for your Unit from the list provided.

  • Unit Details
    • Enter a Unit Name, Post Description, any Requirements you would like to add and select a Draft Due Date. You will set the Publishing Date in the next section. 
    • Once you are finished, click Next: Add Elements.

  • Once you are finished, click Save Changes.

  • Additional Units
    • After you have added your first Unit, you can Edit your Unit, Clone your Unit, keep your Units as Independent of each other or make Units Dependent on one another, and can Add or Remove Units if you need to. 

  • Draft Due Date and Publishing Window
    • If you have already set the Draft Due Date within the Unit(s), you can move on to setting a Publishing Window. Alternatively, to set up your Draft Due Dates in bulk, click Apply Draft Due Date to All Units. You will then be able to choose a specific date for the Drafts or a date that is relative to the Publishing Window.
    • To set your Publishing Window, click Select a date and navigate within the calendar to set your window. Publishing dates are set at the Project level as a Publishing Window. The Publishing Window will allow Creators to choose a specific date within the window to post their content. 
    • You can find more details here regarding setting your Draft Due Dates and Publishing Dates. 
    • Once you have completed setting up your Draft Due Dates and Publishing Window, click Save Changes.


Finalizing Your Project

Once you have finished setting up you Project Details, Deliverable, Units, and Draft and Publishing Dates, you are ready to Create your Project. Click Create Project to finish set-up.


If you are not ready to complete your Project, you can also select Cancel and a window will pop up where you can choose to save the changes and come back to your Project Draft later.

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