Agency Briefing Template

Use this template to gather all required information from your clients for Panxo campaigns.

Download Editable Template

📄 Download Campaign Briefing Form (.docx)

Microsoft Word format - Opens in Word, Google Docs, LibreOffice, and Pages.

Campaign Briefing Form

Complete this form for each campaign. Fields marked with * are required.

1. Advertiser Information

Field Value
Company Name*
Website URL*
Industry
Primary Contact Name
Primary Contact Email

2. Campaign Overview

Field Value
Campaign Name*
Campaign Objective [ ] Brand Awareness [ ] Lead Generation [ ] Sales/Conversions [ ] Traffic
Start Date*
End Date
Daily Budget (USD)*
Total Budget (USD)

3. Geographic Targeting

Select target countries (use ISO codes):

Region Countries
North America [ ] US [ ] CA [ ] MX
Europe [ ] GB [ ] DE [ ] FR [ ] NL [ ] ES [ ] IT [ ] Other: ___
Asia Pacific [ ] AU [ ] JP [ ] SG [ ] IN [ ] KR [ ] Other: ___
Latin America [ ] BR [ ] AR [ ] CL [ ] CO [ ] Other: ___

4. AI Source Targeting

Select which AI assistants to target:

AI Source Target?
ChatGPT [ ] Yes [ ] No
Perplexity [ ] Yes [ ] No
Gemini [ ] Yes [ ] No
Claude [ ] Yes [ ] No
Copilot [ ] Yes [ ] No

Note: Leave all unchecked to target all AI sources.

5. Device Targeting

Device Target?
Desktop [ ] Yes [ ] No
Mobile [ ] Yes [ ] No
Tablet [ ] Yes [ ] No

Note: Leave all unchecked to target all devices.

6. AI Audience Segments

Select target segments (see Segments Reference for details):

Segment Floor CPM Target?
Enterprise Decision Makers $18.00 [ ]
Finance & Fintech $15.00 [ ]
B2B Software Buyers $12.00 [ ]
Developer & Tech $10.00 [ ]
Marketing Professionals $9.00 [ ]
Travel & Hospitality $8.00 [ ]
E-commerce Shoppers $7.00 [ ]
Health & Wellness $6.00 [ ]
Education & Learning $5.00 [ ]
General Audience $3.00 [ ]
Customer Service Seekers $2.50 [ ]

Important: Your bid must meet or exceed the highest floor CPM among selected segments. You can select multiple segments.

7. Creative Assets

Image Upload

Requirement Specification
Format PNG or JPG
Max File Size 2 MB
Quality High resolution recommended

Note: Panxo uses format-based display (Sticky Banner, Announcement Bar, etc.) and adapts images automatically. No fixed pixel dimensions required.

Ad Format

Select one:

Copy Elements

Element Description Value
Headline* Main message
Description Supporting text (optional)
Sponsor Name Your company name
CTA Text Button text (default: "Learn More")
Destination URL* Landing page URL

8. Frequency Capping

Setting Value
Max Impressions per User
Time Window (hours)

Recommended: 3 impressions per 24 hours

9. Conversion Tracking

Question Answer
Track conversions? [ ] Yes [ ] No
Conversion page URL
Event type [ ] Sign-up [ ] Purchase [ ] Lead [ ] Demo Request [ ] Other: ___
Can implement pixel? [ ] Yes [ ] No [ ] Need help

10. Additional Notes

Any other requirements, exclusions, or special instructions:

[Free text field]

Submission Checklist

Before submitting, verify:

Submit Briefing

Email completed briefing to: campaigns@panxo.ai

Include:

Response Time

Questions?

Example Completed Brief

Here's an example of a completed briefing for reference:

Advertiser Information

Campaign Overview

Targeting

Creative

Frequency Cap

Tracking