--- title: "Creating a banner campaign" slug: "creating-banner-campaign" description: "Create a banner campaign in three steps: name, schedule, and tag the campaign, set up the ad and its click action, then target recipients or domains." updated: 2026-01-06T21:47:22.000Z canonical: "https://help.opensense.com/docs/creating-banner-campaign" --- > ## Documentation Index > Fetch the complete documentation index at: https://help.opensense.com/llms.txt > Use this file to discover all available pages before exploring further. # Creating a banner campaign ## Overview Create a banner campaign from the **Campaigns** page. The **New Campaign** window has three steps: the campaign details, the ad setup, and the targeting. :::note[Before you start] - [Set up group targets](https://help.opensense.com/docs/initial-setup), so that banners show correctly when your team sends email. - Design your banner. See [Banner best practices](https://help.opensense.com/docs/banner-best-practices). ::: ## Starting a new campaign 1. In the navigation pane, select **Marketing** > **Campaigns**. 2. Click **New Campaign** at the upper right. ![Campaigns page with numbered callouts on Marketing, Campaigns, the New Campaign button, and the grid and list view buttons](https://help.opensense.com/media/new-campaign-d725f2c52aae.jpg) To switch the Campaigns page between grid view and list view, use the view buttons above the list. ## Entering the campaign details 1. In **Name**, enter a unique name for the campaign. 2. Optional: turn on **Schedule** to run the campaign on a set schedule. 3. In **Tags**, select or create the tags for the campaign. Tags decide which recipients see the banner. See [Targeting banner campaigns](https://help.opensense.com/docs/introduction-to-targeting-and-segmentation) for how tags work, and [Naming and organizing banners](https://help.opensense.com/docs/banner-management) for naming advice. 4. Optional: in **Categories**, select the categories that match the campaign's objectives. Categories are pre-populated in your account. They help you organize campaigns and filter analytics on the [Performance dashboard](https://help.opensense.com/docs/performance-dashboard). 5. Optional: in **Asset Folder**, choose a folder for the campaign assets. You can then filter the Campaigns page by folder. An admin must turn on folders first. 6. Click **Next**. ![New Campaign window with numbered callouts on Name, Schedule, Tags, Categories, Asset Folder, and the Next button](https://help.opensense.com/media/new-campaign-step-1-fcd00fa23e63.jpg) :::caution[A campaign without a schedule runs until you stop it] If you do not set a schedule, the banner shows until you turn it off. Check your banners regularly. To stop a live banner, open its campaign, remove the tag, and click **Update**. ::: ## Setting up the ad 1. In **Click Action**, select where the banner sends recipients: **URL**, **Document**, or **Video**. Then enter the URL or upload the file. 2. Optional: if the click action is **URL**, add **UTM Parameters**. Use your own UTM link, or click **+ Param** to build one. 3. In **Ad Type**, select **Image** to upload a banner, or **Text** for a text-only message. For an image, click **Choose File** and enter the **Image Alt Text**. 4. Optional: turn on the ad options that you need. See the list below. 5. Click **Next**. ![Ad Setup window with numbered callouts on Click Action, UTM Parameters, Ad Type, the alt text field, the ad options, and the Next button](https://help.opensense.com/media/new-campaign-step-2-4366a1ce5490.jpg)
Inline Image
Embeds the image in the email as a data string instead of a remote URL, so the email does not need to fetch it. This helps deliverability.
High-Resolution Image (2x)
Renders the banner at high resolution.
Placeholder Image
Uses this banner as a placeholder while the sender composes, until the banners rotate.
Allow Internal
Counts impressions and clicks from internal recipients.
Disable Tracking
Does not embed view beacons in the banner.
:::caution[Use the full UTM link] Opensense cannot track shortened links, such as Bitly or HubSpot links. With the full UTM link, you can track banner campaigns the same way as your other campaigns. ::: :::tip[Test before the banner goes live] Send a test email to a personal (non-work) email address to see the full banner. Your work email shows only the plain text preview. ::: ## Targeting recipients and domains Recipient and domain targeting is optional. It is useful for account-based marketing to specific recipients or accounts. 1. Optional: next to **Recipient-based**, click **Add Email** and enter the email addresses to target. 2. Optional: next to **Domain-based**, click **Add Domain** and enter the domains to target. 3. Click **Create Campaign**. ![Targeting window with Recipient-based and Domain-based targeting, and the Create Campaign button](https://help.opensense.com/media/new-campaign-step-3-f4efcc932760.jpg) ## A/B testing a banner To A/B test a banner, clone its campaign and change the part you want to test. 1. On the **Campaigns** page, click the actions menu (**⋮**) on the campaign and select **Clone**. 2. Rename the clone, so that you can tell the two banners apart. 3. Change the creative that you want to test. ![Campaign actions menu open with Pause, Edit, Clone, Export Clicks, and Delete, and Clone highlighted](https://help.opensense.com/media/image-3-622bcbf722cd.png) For test ideas, see [A/B testing banners](https://help.opensense.com/docs/ab-testing-banners). ## What's next - [Editing a banner campaign](https://help.opensense.com/docs/editing-a-campaign): change a campaign's details and view its analytics. - [Using the Performance dashboard](https://help.opensense.com/docs/performance-dashboard): compare your campaigns.