Steps
1) Open the Campaign Requests page (Link here)
In the left-hand sidebar, open Campaigns.
Select Requests.
2) Start a new request
Click New Request (top right).
In Request For, choose the correct option:
If you are a Partner: select the vendor you are building the campaign with.
If you are a Vendor: choose one of the following:
Select a specific partner (for a personalized campaign)
Select Template (for a reusable campaign template)
Enter a Request Name.
Click Create Request.
3) Complete the request form
Fill out all fields with the information needed to build the campaign. Only details entered in the request will be used.
N/A any required fields that aren't applicable to your campaign.
Campaign Basics
Add a Due Date (average turnaround is ~5 business days to the first draft)
Enter the Campaign Budget
Select Who is paying ad dollars (partner or vendor)
Indicate whether an invoice is needed
Strategy and Details
Select the Product
Choose the Call to Action
Select the preferred Ad Format
Add key product details and messaging the team should use
Choose the Language your ads will run in
Creative and Messaging
Select the Brand Style (partner branding vs. vendor branding)
Provide Brand Guidelines
Upload or link your Company Logo
Add any additional creative direction or messaging notes
Audience and Additional Info
Specify whether the campaign is for a specific Industry
Indicate whether you are using an Account List
Confirm whether you need an Email Sequence
4) Add audience targeting (required minimum)
In the audience targeting section, provide at least:
Profile Location
Job Titles
Company Sizes
If you choose industry-specific targeting, you must also specify the industry.
Your audience targeting does not need to be perfect—you can update it later before launch.
5) Save or submit your request
To finish later, leave the request in Draft (it will remain saved).
When ready, click Submit Request (top right).
Once submitted, the request is sent directly to the Digital Strategy team. They may reach out with questions if clarification is needed.
What happens after you submit?
The team creates your campaign assets and builds the campaign in Relevize.
You receive an automated email notification when the campaign is ready for review.
Open the link from the email (or log into Relevize) to review the campaign.
Provide feedback as needed via email with your Relevize representative.
Tips / Notes
Typical deliverables by ad format
Deliverables vary by format. Common examples include:
Single Image format
5 creative images
5 versions of creative copy
5 body copy
2 headline copy
2 lead-form copy
Conversation format
3 versions of a conversation flow (first message, response, final message)
2 lead-form copy
Document format
5 body copy
2 headline copy
2 lead-form copy
Email sequence
3–5 emails (depending on the call to action)
Include everything in the request form
Any details shared through email or calls will not be included unless they are added to the request form.
View request status (Draft, Submitted, Completed)
To view current or past requests:
Go to Campaigns → Requests
Review the request status:
Draft: still being worked on by the partner or vendor
Submitted: in progress with the Relevize Digital Strategy team
Completed: campaign has been built and is ready for review
Optional: Duplicate an existing request
To reuse a previous request (great for similar targeting or messaging):
Open a request and click Duplicate Request (top right), or
Click the three dots next to a request and select Duplicate
This helps you quickly create a new request using the same audience, branding, guidelines, and messaging—then make small edits as needed.