Campaign Plans

Find, favorite, duplicate and delete your campaign plans in the console, read their delivery, and open the page of each line item.

A Campaign Plan is what you mean to run: an envelope, a window, and the line items you place against it. A connected agent reads the plan and can turn it into live campaigns.

Campaign plans are private to your organization.

The list

Open Campaign plans in the console sidebar. The list at /campaign-plans shows one row for each plan. A row shows:

• the name, and the status of the plan,
• the description,
• the envelope, the allocated amount, the unallocated amount and the window,
• the number of line items, and the channels they use,
• the avatars of the Assignees.

The whole row opens the plan.

Assigned to me

The Assigned to me button is above the list. Select it to see only the plans where you are an Assignee. The address of the page holds the filter (?assignee=me). A reload keeps the filter. Select the button again to show every plan.

When the filter is on and you are not an Assignee of any plan, the page says that nothing is assigned to you. Select Clear the filter to show every plan again.

A row shows the avatars of at most three Assignees, and a count of the others, such as +2. Screen readers read the name of each Assignee.

The ⋯ menu

Each row has a ⋯ button. Its label is Actions for and the name of the plan. The menu holds:

• Add to favorites, or Remove from favorites when the plan is a favorite,
• Delete…, in the red style, after a separator.

Delete… opens a confirm dialog. The plan and its line items go away. Anything the lines already created stays live in the ad account.

The button shows when the pointer is on the row, when the keyboard focus is in the row, and while the menu is open. On a touch screen, the button is always visible. The button keeps its space when it is hidden, so the row does not move. Press Tab to reach the button, then Enter to open the menu.

Favorites

A plan that is a favorite shows a small filled star after its status. Screen readers read the star as Favorite.

A plan that is a favorite also shows in the Favorites section at the top of the sidebar, above Monitor. Select the name to open the plan. The oldest favorite shows first. The section is hidden when you have no favorites. A new name shows in the section after you rename the plan. A deleted plan leaves the section.

A favorite is yours. It belongs to you in the active organization, and other members do not see it. The star changes at once. If the change fails, the star goes back and a message tells you why.

The page of a plan

The app header shows the path, Campaign plans / the name of the plan, and a star button after the name. Select the star to add the plan to your favorites. Select it again to remove the plan. The star is on each tab of the plan: Overview, Updates and Line Items.

Duplicate

Use Duplicate to run the same plan again, for example each month. Open the ⋯ menu at the right of the tabs, then select Duplicate. AdCrunch writes a new plan, the copy, and opens it.

The copy keeps:

• the name, followed by (copy), in at most 120 characters,
• the summary, the body, the currency, the envelope and the window,
• the Brand,
• each line item, with its name, channel, objective, countries, ages, gender, Persona, ad account, budget, window and target.

The copy does not keep:

• the objects that the line items created, so the Delivery of the copy shows Nothing recorded,
• the comments, the Assignees and the favorites,
• the approval. The copy and each of its line items are drafts.

A Brand or a Persona that was deleted is not copied. The copy keeps the dates of the plan: change them on the copy. The plan that you duplicated does not change.

The address of the copy comes from its name. When that address is taken, the copy gets -2, then -3, and so on. One write holds the copy and its line items: if the write fails, no copy stays.

An agent or a script can duplicate a plan with POST /context/campaign-plans/{slug}/duplicate in the API.

Assignees

The rail of the page has an Assignees property. An Assignee is a member of your organization who is accountable for the Campaign Plan. The property shows a stack of avatars. Select it to open a list of the members, with a check box for each one. Check a member to add that member as an Assignee. Clear the check box to remove the Assignee. The change shows at once, and a reload keeps it. If the change fails, the page restores the stack and shows an error.

A Campaign Plan has at most 10 Assignees. At 10, the list shows a message, and you must remove an Assignee before you add another.

An Assignee gets no extra access. Every member whose role can edit Campaign Plans can still edit the plan. A change to the Assignees does not change the revision or the status of the plan. An approved plan stays approved.

Delivery

The page shows what the objects of each Line Item delivered. AdCrunch calculates it each time that you open the page, from the insights that it reads once a day. It stores nothing.

Each row and each card has a title. The title is the name of the Line Item. A Line Item with no name shows its channel as the title, and its objective beside it. A named Line Item shows its channel and its objective under its name.

The table of the Line Items tab shows the Delivery in the row of each Line Item:

The pacing bar is the budget. Its fill is the spend so far, and its mark is the spend that the budget expects by today. For a daily budget, the bar is the larger of the two. Point at the bar to read the figures. Each card shows the same three figures in a block under its sentence: Spent, Pacing with the bar, and Target delivered.

While the page reads the Delivery, the two columns show a dash.

A click on a row or a card opens the page of that Line Item.

A missing figure is never shown as 0. Nothing recorded means that the Line Item records no object. No data yet means that AdCrunch has no insight of its objects yet. Not comparable means that an object spent in another currency than the plan: AdCrunch never converts a currency. In the list of the objects that a Line Item created, each object with no data yet says so, and so does each object in an ad account that your organization no longer owns.

The pacing is a ratio. The page does not say “under” or “over”, and it does not colour the figure: you decide what is too low or too high.

The rail shows the Delivery of the whole plan, on each tab. Each object counts once over the dates of the plan, so the total can be less than the sum of the Line Items. When the Line Items do not share a unit, or when an object spent in another currency, the rail shows Not comparable.

The page of a Line Item

The Line Items tab compares the Line Items. The page of a Line Item explains one of them. Select a row or a card on the tab to open the page. Its address is /campaign-plans/<plan>/line-items/<id>, and you can send it. To add a Line Item, select Add a line item on the tab: the page of the new Line Item opens after the create. The dialog has an optional Name field.

The top row shows the name of the Campaign Plan, the channel, the objective and the state. Select the name of the plan to go back to the Line Items tab. Validate shows on a draft Line Item. The ⋯ menu holds Delete….

The app header shows the name of the Line Item. A Line Item with no name shows its channel and its objective there, such as Meta · Sales.

A name is a short label of at most 60 characters. It is optional, and two Line Items can have the same name. It identifies each Line Item of a plan, and a connected agent can use it in the names of the provider objects that it creates. The name has no effect on the readiness or on the Delivery.

Pacing chart

The chart shows two lines on one axis:

• Spend, a solid line: the spend of the objects from the first day to each day.
• Expected, a dashed line: the spend that the budget expects by each day.

The legend names the two lines, and each line has its name at its end. Point at the chart to read one day: the spend, the expected spend, and the ratio of the two. Select Show as table to read the same days in a table.

The chart stops at the last day of data. The line under the chart gives that day, such as Data to 9 Mar 2026. AdCrunch reads the insights once a day, so the chart does not go to today.

The two lines have no colour, and the page does not say “under” or “over”. The pacing is a ratio: you decide what is too low or too high.

When there is no spend to draw, the chart shows a sentence in place of the lines: Nothing recorded, No data yet, or Not comparable with the currency of the spend. An empty chart would read as a spend of 0. A Line Item with no budget shows the spend line alone.

Figures

Spent, Pacing and Target delivered show the same figures as the row of the Line Item on the tab.

Objects

The list shows each object that the Line Item created: its level, its name, its status, and what the object itself spent.

A campaign holds the spend of its ad sets. When a Line Item records a campaign and an ad set inside it, the ad set shows its own spend and the words in the campaign. The total of the Line Item does not add that spend again.

An object with no insight yet shows No data yet. An object in an ad account that your organization no longer owns shows Ad account not owned. Neither is a spend of 0.

Readiness

Readiness tells you whether AdCrunch can build the Line Item at the provider now. It is the same verdict that an agent gets from line_item_get.

• Ready shows the dates that the provider gets, and whether the budget goes to the provider as a lifetime total or as a daily rate.
• Not ready shows the reason and one sentence that tells you what to do, such as “Choose an ad account in the properties of this line item.”

The page reads the verdict again after each change.

Properties

The rail holds the properties of the Line Item: Name, Budget, Start, End, Countries, Ages, Gender, Persona, Ad account and Target. Select a value to change it. Each change saves at once, and the top row shows Saving…, then Saved.

• Name: leave the field blank to remove the name.
• Start and End: a Line Item with no date of its own uses the date of the Campaign Plan. The rail then shows that date with “from the plan”.
• Persona: the list holds the Personas of the Brand of the Campaign Plan. A plan with no Brand has no Persona to choose.
• Ad account: the list holds the connected ad accounts of the provider that sells the channel.
• Target: a metric and a value, saved together.

A change to a validated Line Item returns it to draft. Each property says so above its control, before you save. Validate the Line Item again after the change.

When an agent or another person changed the Line Item first, the page reads the Line Item again and sends your change one more time. If that also fails, the top row shows Not saved and Try again.

You cannot change the channel or the objective of a Line Item on this page.