Campaign Stages Walkthrough

Written By gaia

Overview

This guide explains how to view a campaign’s progress, understand each stage, and take the required actions such as approving or requesting revisions. Use this when reviewing campaigns created for you by the Gaia Customer Delivery Team.

Step-by-step

1. Go to the Manage Campaigns page
You’ll see all campaigns listed, with the most recent at the top.

2. Open the campaign
Click the eye icon beside the latest campaign to view it.

3. Campaign detail page
You’ll see:

  • The exact stage the campaign is currently at

  • All campaign inputs and information

  • Quick-access options to preview assets or download the PDF summary

4. Campaign stages
A campaign will move through the following stages:

  • Campaign requested

  • Customer Delivery Team assigned

  • Approval stage

  • Revisions needed (only appears if the customer requests changes)

  • Campaign live

These stages update automatically as the team progresses your campaign.

5. Preview or download PDF
At the top of the page, you can:

  • Preview the campaign summary

  • Download a PDF to share internally

  • Click Request revisions

  • Click Approve campaign

6. View adverts
Under the Ad Sets section, click the eye icon to view the adverts prepared for your campaign.

7. Review the adverts
Scroll through all variations to check tone, imagery, messaging, and formatting.

8. Navigate back
Use the taxonomy breadcrumb link at the top to return to your campaign detail page.

9. Approve or request revisions
After reviewing the campaign:

  • Click Request revisions if changes are needed

  • Click Approve campaign if you’re happy for it to go live

10. Next step
Based on your action, the campaign will either:

  • Move to Revisions needed, or

  • Go Live

Video Walkthrough

Tips & Troubleshooting

  • If a stage hasn’t updated, refresh the page — stages change in real time.

  • If the PDF doesn’t download, check your pop-up settings or try a different browser.

  • If adverts look misaligned with your brand, request revisions with clear notes.

  • If you cannot see the eye icon, ensure you’re not on a mobile device.