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Introducing Shopperations Marketing Briefs

New Marketing Brief Tab

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


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


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


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


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


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After more than 15 years in Consumer Packaged Goods industry, I became a software entrepreneur. Today, I design and sell Shopperations, a web-based, collaborative planning software for Marketers on both CPG and Retail sides, to enable transparency, accountability and stronger Shopper Marketing promotional analytics. I am passionate about all things Retail and Shopper Marketing, love reading about Neuroscience progress as it relates to shopper research, and care about process improvement and marketing automation technology.
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