'Quick Setup' for
Campaign Creation
NATIVO
Campaign Quick Setup is a simplified workflow that guides users through every step of the campaign launch process, including the creation of an Advertiser, Campaign, Budget, and Ad.
Objective
Develop a streamlined self-serve option that simplifies native ad creation into an intuitive, linear process for non-technical users, enabling them to launch ad campaigns independently and at scale. The feature should increase adoption and spend while reducing the need for extensive support and operational overhead.
Common Challenges
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The original Nativo platform was built to create complex campaigns with multiple budgets and multiple ads within each budget.
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The process of creating an advertiser, campaign, budget, and ad is too complicated and has too many steps for the non-technical user.
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The user must create different entities in different parts of the UI to get started.
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Our self-serve users don’t need many of the settings and features we offer for our more advanced use cases.
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Self-serve users are accustomed to other commonly used ad platforms like Facebook and Google Ad Manager.
User Goals
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Make it simple and fast.
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Make the creation process linear.
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Give users control but don’t overwhelm them with options.
Business Goals
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Create the first-ever platform that allows users to create and publish true native ads at scale without the assistance of an account manager or a large budget.
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Make the process of creating and running a campaign simple and easy enough so that account managers don’t have to spend very much time helping users or answering questions.
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Increase the number of self-serve customers (and spend) while not increasing the Ad Operations team.
Before: Advanced Campaign
Creation Workflow
STEP 1: CREATE AN ADVERTISER
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Too many steps (and multiple tabs) to create an Advertiser
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Different part of the UI (not directly associated with creating a campaign)
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Users did not know they have to create an advertiser before creating a campaign
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Can be simplified down to just a few inputs
STEP 2: CREATE A CAMPAIGN
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Too many steps (and multiple tabs) to create a Campaign
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Too many optional fields for very advanced use cases
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Can be simplified down to just one single input field (campaign name)
STEP 3: CREATE A BUDGET
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Too many steps (multiple tabs) to create a Budget
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Too many optional fields for very advanced use cases
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Many targeting options are not needed or can be automatically applied
STEP 4: SELECT AN AD
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The user must have already created an Ad in a different part of the UI
Solution: “Quick Setup” Campaign Creation
Campaign Quick Setup is a simplified workflow that guides users through every step of the campaign launch process, including the creation of an Advertiser, Campaign, Budget, and Ad.
STEP 1: CREATE AN ADVERTISER & CAMPAIGN
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Simplified 10 tabs (advertiser and campaign) into 3 input fields
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Removed all non-essential inputs
STEP 2: SELECT A MARKETING OBJECTIVE
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By selecting a marketing objective, we automatically choose many of the Budget settings in the background so the user doesn't have to
STEP 3: SELECT TARGETING (OPTIONAL)
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Simplified targeting options to show only the most commonly used (categories, locations, audiences) and selected default settings for the rest
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All advanced targeting options can be edited after creation if needed
STEP 4: ENTER BUDGET/SCHEDULE
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Show only required fields in order to create a budget
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Removed all optional fields
STEP 5: SELECT AN AD
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Easily select ads associated with the advertiser
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Have the ability to create a campaign without selecting an ad first
