Fill in one row per activation in the template, then upload it below. Required columns are highlighted, and Type & Country have in-cell dropdowns. The columns are named exactly how the tracker expects them, so it imports with no setup.
The template includes 2 example rows showing the format — delete them before importing (any leftover example rows are skipped automatically). Required columns are marked below — rows missing any required field (for US activations) are skipped automatically.
Rows missing any required field are skipped automatically. County auto-fills from ZIP when left blank.
Roles are granted by an admin. You sign in with your Microsoft account; new users start read-only until raised.
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Bookings whose name didn't match anyone in BambooHR — usually a spelling variant, or someone not yet added. These need a real fix.
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Moves imported activations off provisional PROV-* programs onto their real accounts using the Account # field, and dissolves the empty umbrellas. Idempotent — preview first, then run.
Pulls the TM board into the spine and reconciles the roster match. Runs automatically every 6h — this is the on-demand refresh.
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Only what R.96 owns or gates on: the deal stage this program sits at, the stages you work in, and the approvals that unlock them. Task-level tracking stays where it lives.
Everything this campaign produces or has to keep on file. Each item lands here from the stage that owns it.
Ingest and structure your campaign brief into actionable data streams. The system will reason from here.
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Audience and retailer footprint modelling. Location-data licence pending — figures below are illustrative.
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Draft activation concepts with the R.96 assistant. Finished creative assets are uploaded on the task side and land on the campaign automatically.
Describe a creative direction — R.96 drafts three activation concepts grounded in this campaign's brief and Explore findings.
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Convert campaign plans into logistics orders and resource allocation.
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By signing below, Client authorizes RSM& to commence work on the scope detailed above. Estimated costs are firm-fixed for the line items listed, contingency may only be drawn with written approval. Out-of-scope work requires a Change Order signed by both parties.
Run the final readiness verification before your campaign goes live.
Any team member has the authority to stop setting up or event operations if an unsafe condition exists that presents an immediate risk to guests, staff, vendors, or property.
Brightwell, Summer Wellness Tour '26. Field data is live; measurement licences pending — provider figures are illustrative.
Based on current trial rates and comparable historical shopper data (illustrative), R.96 projects a 15% increase in NTB (new to brand) purchases by Q4.
Recommend extending the activation into Q3 and reallocating spend toward the top-performing Port Ellery footprint.
The full Aware → Engage → Try → Buy funnel beat plan, anchored by $5M attributed sales (+14%) from retailer shopper data. Brand lift confirms durable impact, aided awareness +7.2pp over control.
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Synthetic data: real names, contacts and numbers were stripped or replaced.