---
title: Introducing Shopperations Marketing Briefs
description: "Shopperations has just launched an awesome new feature: Marketing Brief templates. Learn how it works in this brief step-by-step guide."
image: https://blog.shopperations.com/hubfs/New%20Brieds%20Tab.png
---

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### BLOG FOR PRACTICAL SHOPPER MARKETERS

# Introducing Shopperations Marketing Briefs

By [OlgaYurovski](https://blog.shopperations.com/author/olgayurovski)  Posted [July 23, 2019](http://shopperations.info/2016/09/)  In [Shopper Marketing Tools & Tech](https://blog.shopperations.com/topic/shopper-marketing-tools-tech), In [Shopperations Product Updates](https://blog.shopperations.com/topic/shopperations-product-updates)

<https://blog.shopperations.com/introducing-shopperations-marketing-briefs#comments-listing>[0](https://blog.shopperations.com/introducing-shopperations-marketing-briefs#comments-listing)

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![New Marketing Brief Tab](https://blog.shopperations.com/hs-fs/hubfs/New%20Brieds%20Tab.png?width=505&name=New%20Brieds%20Tab.png)

Have you ever wondered which one of the 14 versions of your marketing brief is the 'real' one?

Is your team using briefs inconsistently or relies on multiple versions of the brief template?

Are you having trouble finding the brief documents for many of your past programs?

Marketing briefing process can be a messy endeavor. Templates galore, versions run amok, key stakeholders are left off the email chain when changes occur. This doesn't have to be this way anymore.

We are launching **Shopperations Briefs**!

- Brief template customized for your team’s unique needs. 
- One version of the brief, always the latest.
- Instantly available to all team members.

Use Briefs to communicate any information about your programs, be it business objective, marketing strategies, insights, target audiences, communication priorities, mandatories, deliverables, due dates and even assign team members in charge of specific deliverables.

 

### Accessing Brief Settings: Admin Set Up

To fully take advantage of this new feature, your organization's admin will set up a brief template in Organization Settings. To access this page, click on the top right of the application screen where user and organization’s name is located, then select “\[Org Name\] Settings” option and navigate to the new “Brief” tab:

![Admin Marketing Brief Settings](https://blog.shopperations.com/hs-fs/hubfs/Admin%20Brief%20Settings.png?width=598&name=Admin%20Brief%20Settings.png)

 

### Admin Interface: Creating Brief Templates

Use “Add Custom Field” button on top right to create any types of Custom Fields to design your Brief template.

Please note, “Background”, “Geography” and “Deliverables” are standard fields that cannot be edited or deleted.

![Admin Custom Marketing Brief Fields](https://blog.shopperations.com/hs-fs/hubfs/Admin%20Custom%20Brief%20Fields.png?width=1976&name=Admin%20Custom%20Brief%20Fields.png)

 

Admin can use different kinds of fields, alphanumeric, short text, long/paragraph text, single-select drop-downs, multi-select drop-downs or toggles.

![Admin Custom Marketing Brief Field Types](https://blog.shopperations.com/hs-fs/hubfs/Admin%20Custom%20Brief%20Field%20Types.png?width=420&name=Admin%20Custom%20Brief%20Field%20Types.png)

 

### User Experience: Brief Tab

Once the admin designs the template, it will instantly become available to the end-users on the “Brief” tab inside each event (please note, we’ve renamed old “Overview” tab to “Briefs” and moved all existing “Event Description content into the new “Background” section):

![User View - Marketing Brief Template](https://blog.shopperations.com/hs-fs/hubfs/User%20View%20-%20Brief%20Template.png?width=1980&name=User%20View%20-%20Brief%20Template.png)

 

Post a comment below or contact [info@shopperationsapp.com](mailto:info@shopperationsapp.com) to learn more about Briefs and get trained on how to design marketing brief templates in Shopperations.

| [![](https://assets.capterra.com/badge/240c91cd6a2c525f4b148af101651acb.svg?v=2128289&p=183242)](https://www.capterra.com/reviews/183242/Shopperations?utm_source=vendor&utm_medium=badge&utm_campaign=capterra_reviews_badge) |
| --- |

 

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![OlgaYurovski](https://blog.shopperations.com/hubfs/1a44c7f28cfee6a9c9c285928d0db3ba.jpeg)

### [OlgaYurovski](https://blog.shopperations.com/author/olgayurovski)

 After more than 15 years in the Consumer Packaged Goods industry, I founded Shopperations to solve a problem I saw everywhere, marketing teams running complex retail programs with tools that were never designed for the job. Today I focus on building software that brings structure, transparency, and control to omnichannel marketing execution. I’m passionate about retail, shopper marketing, and the systems that help marketing teams operate with clarity and confidence.

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