1
Admin setup
primary admin
first-time login
A new tenant admin lands from an invite email, sets a password, signs in, completes the org profile, connects Google + Facebook, and invites the team.
- screen 00 · Email — click
Set your password →
- screen 00a · Set password — click
Set password & sign in
- screen 01 · Login — click
Sign in
- screen 05 · Dashboard — sidebar →
Settings · Org profile (or skip)
- screen 03 · Org profile — click
Save changes
- screen 05 · Dashboard — sidebar →
Connected accounts
- screen 06 · Connected accounts — click
Connect Google Ads
- screen 06a · Google — click
Save & test connection
- screen 06 · Connected accounts — click
Connect Facebook
- screen 06b · Facebook — click
Save & test connection
- screen 06 → 07 · Users & roles — sidebar →
Users & roles
- screen 07 · Users — click
+ Invite user
- screen 07a · Invite modal — click
Send invite · done!
~3 min · 10 screens
2
Set up an ad (create a campaign)
admin
marketing
Run the unified 5-step wizard from the dashboard. Stepper at the top of every step also navigates the wizard.
- screen 05 · Dashboard — click
+ New campaign (top-right)
- screen 09 · Wizard landing — click
Start →
- screen 09s1 · Goal — pick a tile, click
Continue to budget →
- screen 09s2 · Budget — click
Edit schedule → (optional) or Continue to targeting →
- screen 09s2a · Day-parting — click
Save schedule
- screen 09s3 · Targeting — click
Continue to creatives →
- screen 09s4 · Creatives — click
Review all variants → (optional) or Continue to review →
- screen 09s4a · Hero variants — click
Done
- screen 09s5 · Review — click
Submit campaign
- screen 11 · Campaigns list — your new campaign is at the top · done!
~4 min · up to 11 screens
3
See reports
admin
marketing
reporting_admin
Browse aggregated metrics, trigger a heavy report (cache-miss state), then drill into a single campaign's performance.
- screen 12 · Reports — review the aggregated table (top of page)
- Click
90d or Custom in the date picker to fetch a heavy window
- screen 12 · Cache-miss — see the queued-job state, click
← Back to 30-day cached view
- screen 12 · Reports — click
Drill in → on the App install · IN row
- screen 11a · Campaign detail — switch to the Performance tab · done!
~1 min · 3 screens
4
Manage creative recommendations
admin
marketing
Find a campaign with fatiguing creatives and refresh them via the campaign-detail Performance tab.
- screen 11 · Campaigns — click
Drill in → (or View →) on any row
- screen 11a · Campaign detail — scroll to the Creative health card under the Performance section
- Click
Refresh creatives → on the Creatives card
- screen 11b · Edit creative — change the headline / hero, click
Cancel to abort or follow flow 5 to submit · done!
~2 min · 3 screens
5
Create a change request & approve it
marketing requests
admin approves
Marketing edits a campaign field; in Lower roles only approval mode the edit becomes a pending request the admin approves on screen 18. Activity log records both events.
- screen 11 · Campaigns — click
Drill in → on App install · IN
- screen 11a · Campaign detail — scroll to the Creatives card, click
Edit on the row
- screen 11b · Edit creative — make a change, click
Save (route via approval) →
- screen 18 · Pending approvals — find the request, click
Approve (or Reject)
- screen 13a · Activity log — see
change_pending_approval + change_approved rows · done!
~2 min · 5 screens
6
Tune optimization rules & apply recommendations
super_admin · pilot
recommend-only
The heuristic rule engine watches live signals (CPM, reach, frequency, CTR/VTR, pacing, platform mix) and proposes corrective actions. Work the daily recommendation inbox — apply or dismiss with the evidence in view — then tune the 20 rules themselves.
- Recommendations — review evidence-backed cards (signal values + sample size), click
Apply or Dismiss, single or in bulk
- Rules list — all 20 rules grouped, per-source readiness, flip an
enable toggle, click a rule to open it
- Rule editor — adjust key values, action params and guards, click
Apply →
- Apply & impact — see the threshold diff and how many campaigns are affected, then
Dispatch
- Dispatched — recommendations queued to
rules.recommendations → Pending approvals · done!
~3 min · 5 screens · recommend-only (CC-9)
7
Build an audience signal & creative bundle ADR 0006
admin
marketing
Start from a blank slate: create a reusable audience signal (age brackets + cross-channel interests), then build a dense creative bundle — one bundle per audience — and attach the signal. Every state is mocked, empty → full.
- screen 20c · Audience signals (empty) — the zero-state, click
+ New audience signal
- screen 20b · New signal (blank) — set the age range, add interests / similar apps (coverage badges), then
Create signal
- screen 22 · Creative bundle (empty) — write headlines + descriptions, open
+ Images / + Videos, watch the creative score climb from 0
- Scroll to This bundle's audience signal — attach Puzzle & brain-game lovers (
signal · every channel)
- Click
+ New bundle (another audience) to add a second bundle · done!
~3 min · empty → full · R4–R8
8
Run a lead-generation campaign ADR 0010
admin
marketing
The third goal — a lead campaign. On Step 1 pick Lead generation, choose a destination (website form / instant form), bid on cost-per-lead, and fan out across the ad network — one unified campaign, same wizard. Surrounding pages (connect, org-setup, entitlement, list, detail, reports) are locked in the catalog below.
- screen 05 · Dashboard — click
+ New campaign (top-right)
- screen 09L1 · Goal — pick the
Lead generation tile, choose a destination (Website / Instant form), click Continue to budget →
- screen 09L2 · Budget & bidding — pick a bid strategy, set
Target cost per lead / lead value, click Continue to targeting →
- screen 09L3 · Targeting — devices, search terms, locations & languages, click
Continue to creatives →
- screen 09L4 · Creatives — fill the creative bundle (headlines, descriptions, images, videos), click
Continue to landing →
- screen 09L5 · Landing — website URL + tracking + live mobile preview (or the instant-form builder), click
Continue to review →
- screen 09L6 · Review — click
Submit campaign
- screen 11 · Campaigns list — your new lead campaign is at the top · done!
~5 min · 7 wizard screens · +8 surrounding pages
9
Operate the Demand Platform (DSP)
super_admin · operator
exchange console
A different plane. Campaigns fan out of the Orchestrator into line-items on Crackle's own exchange — you oversee them here: the max-bid ceiling, the compiled price card, premium inventory, approvals and bidder health. The chrome turns red so you always know you've left the Orchestrator.
- Line-items — everything the bidder is serving, across tenants; click
Edit on a row
- Edit · DSP settings — set the
max bid ceiling, supply & premium (objective / budget / targeting are pulled read-only from the campaign)
- Price card — the compiled snapshot the bidder reads on every bid, incl. the segment × signal matrix (Match & Overview)
- Premium inventory — the allowlist that earns the premium multiplier
- Review — approve the line-items waiting on a human
- Bidder health — QPS, timeouts, spend drift, storage runway · done!
~4 min · 7 screens · red = Demand-platform plane
