4. Creating a New Campaign
Creating a campaign involves working through six steps in order: Campaign Details, Budgeting, Targeting, Inventories, and Optimization. Planner walks you through each step automatically, so you do not need to remember the order yourself.
From the left-hand menu, click Campaigns.
Click New Campaign in the top-right corner.
The Create New Campaign screen will open, showing a progress tracker across the top with each step of the process.
4.1 Step 1: Campaign Details
This is where you give the campaign its basic identity — its name, dates, and the brand it belongs to.
Figure 6: Campaign Details step, the first stage of creating a new campaign.
Enter a Campaign Name that clearly identifies the campaign (a default name is suggested automatically, but it is best to use something recognizable).
Set the Campaign Dates — the start and end date the campaign should run.
Select the Brand (optional) the campaign is being run for.
Select the Client Type from the dropdown list.
Click Next Step to continue.
Note: Watch the right-hand panel as you fill in this step — it offers Form Insights and Quick Tips that explain why each field matters and how it affects later steps.
4.2 Step 2: Budgeting
This step defines how much you plan to spend and where the campaign should run geographically.
Figure 7: Budgeting step, showing target country selection and budget entry.
Under Market Selection, choose the target country for the campaign.
Under Budget & Goal Setup, select the Currency and enter the Budget Amount for the campaign.
Select the Goal Type — this tells Planner what you are trying to achieve (for example, maximizing reach or impressions), which affects how inventory is later recommended to you.
Click Next Step to continue.
4.3 Step 3: Targeting
Targeting defines who the campaign should reach and where. This step has two parts: Demographics and Geo-fencing.
4.3.1 Demographics & Venue Selection
Use this tab to describe your ideal audience. Planner uses this information to recommend the most relevant inventory later in the process.
Figure 8: Demographics tab, used to define the target audience.
Age Group – Select the age range you want to reach.
Gender – Select the target gender, if relevant.
Income Group – Select the income bracket of your target audience.
Interests & Activities – Select relevant interests to refine targeting.
Venue Type – Select the type of venue (for example, malls, transit stations) where the audience is most likely to be reached.
Audience Behaviour – Select the audience behaviour pattern that best matches your campaign goal.
A Movingads Smart Suggestion panel appears on the right, offering AI-based targeting recommendations based on what you have entered so far.
4.3.2 Geo-fencing
Geo-fencing lets you draw the exact geographic area you want your campaign to target on a map, instead of relying on a country or city name alone.
Figure 9: Geo-fencing tab, showing the interactive map for selecting target locations.
Search for a location using the search bar, or use the drawing tools on the map to mark a custom area.
Selected areas will appear under Selected Locations on the right.
Optionally, click Import Locations to upload a list of locations instead of selecting them manually.
Click Next Step once your targeting is complete.
Tip: Targeting is marked as Optional in the progress tracker, so you can skip it if you prefer Planner to recommend inventory based on budget and goals alone — but setting it up gives more accurate recommendations.
4.4 Step 4: Inventories
Inventory refers to the actual physical screens or advertising sites where your campaign will be displayed. This step is where you choose which ones to include.
Figure 10: Inventories step, showing AI-recommended inventory based on your campaign setup.
Review the AI Smart Recommendation panel — Planner automatically suggests inventory that matches the budget, targeting, and goals entered earlier.
Click View Recommendation to see the full suggested list, or browse and search inventory manually using the search bar.
Select the checkbox next to each inventory item you want to include in the campaign.
Once inventory is selected, a scheduling panel appears, allowing you to fine-tune how each selected inventory item is used.
Figure 11: Inventory-specific scheduling, used to set the schedule and spend for a selected inventory item.
Schedule – Choose the default schedule or set a custom one (specific days and times the ad should play).
Spend / Spot Rate – Review or adjust how much budget is allocated to this specific inventory item.
The Campaign Forecast panel on the right updates automatically as you add inventory, showing estimated impressions, reach, frequency, and total cost.
Once you are satisfied with your inventory selection, click Next Step.
4.5 Step 5: Optimization
This final setup step is optional and lets you fine-tune how your budget is distributed and how performance should be optimized.
Figure 12: Optimization step, the final stage before saving or publishing a campaign.
Review the suggested budget split across selected inventory.
Optimize Manually – Adjust budget distribution yourself.
AI Optimization – Let Planner automatically distribute budget for the best forecasted performance.
From this screen, you have two options:
Save as Draft – Save your progress without submitting, so you can return and finish later.
Preview Campaign – Review a full summary of the campaign before submitting it.







