TypePlatform

Managing clients and projects

How clients and projects keep campaigns organised, and what each project tab is for.

Clients and projects keep your work organised, especially if you advertise for more than one business.

Clients

A client is a business you advertise for. Each client has a profile where you choose which ad account to use on each platform, so campaigns always go to the right place. See Connecting your ad accounts.

Projects

A project holds the briefs, media plans and campaigns for one piece of work, such as a seasonal sale or a product launch. Every project has five tabs:

  • Overview: key stats, campaign health, recent activity and suggested next actions.
  • Briefs: start a brief and move it through Analysis, Media Plan, Assets and Campaigns.
  • Campaigns: your live and finished campaigns.
  • Analytics: performance across every platform.
  • Reports: generated reports for the project.

Adding a project

  1. Go to Projects.
  2. Create a new project and choose which client it belongs to.
  3. Give it a clear name, such as "Spring sale 2027".

Last reviewed date