Skip to main content

​
Export for Review

This workflow guide explains how to export your campaign structures as PDF or PowerPoint presentations for stakeholder review, client approval, or documentation purposes.
When to use this workflow:
  • Presenting campaigns to clients for approval
  • Sharing campaign plans with stakeholders
  • Documenting campaign structures for records
  • Creating campaign briefs for team review
For detailed feature documentation, see PDF Export and PPTX Export.

​
Available Export Formats

Whathead supports two export formats:
  • PDF Export: Static document format, ideal for email distribution and archiving
  • PowerPoint (PPTX) Export: Editable presentation format, ideal for meetings and presentations
Both formats include campaign structure, settings, targeting details, and creative previews.

​
PDF Export Workflow

1

Prepare campaigns

Ensure campaigns on your canvas are complete and validated. The export includes all visible campaigns.
2

Open export menu

Click Export in the toolbar and select Export as PDF.
3

Configure export options

Choose what to include:
  • Campaign overview: High-level campaign details
  • Targeting details: Full targeting configuration
  • Creative previews: Images/videos used in ads
  • Budget and schedule: Budget allocation and timing
Include only what your audience needs. Too much detail can overwhelm stakeholders.
4

Generate PDF

Click Generate PDF. Whathead creates the document.
5

Download and share

Download the PDF and share it with stakeholders via email or file sharing.

​
PowerPoint Export Workflow

1

Prepare campaigns

Ensure campaigns are complete and validated.
2

Open export menu

Click Export in the toolbar and select Export as PowerPoint.
3

Choose template

Select a presentation template:
  • Standard: Clean, professional layout
  • Detailed: Comprehensive information per slide
  • Executive: High-level overview for executives
4

Configure export options

Choose what to include in the presentation.
5

Generate PPTX

Click Generate PowerPoint. Whathead creates the presentation.
6

Download and customize

Download the PPTX file. You can edit it in PowerPoint to add branding, notes, or additional slides.

​
What’s Included in Exports

  • Campaign name and objective
  • Platform and ad account
  • Budget (daily or lifetime)
  • Schedule (start and end dates)
  • Status (active, paused, scheduled)

​
Use Cases

​
Client Approval Workflow

  1. Create campaign in Whathead
  2. Export as PDF
  3. Email PDF to client with approval request
  4. Client reviews and approves
  5. Publish campaign to platform

​
Stakeholder Presentation

  1. Create multiple campaign options
  2. Export each as PowerPoint
  3. Present options in meeting
  4. Stakeholders choose preferred option
  5. Publish chosen campaign

​
Campaign Documentation

  1. Publish campaign to platform
  2. Export as PDF for records
  3. Store PDF in project documentation
  4. Reference later for reporting or audits

​
Best Practices

Tip 1: Export before publishing to get client approval first. This avoids wasting ad spend on unapproved campaigns.
Tip 2: Use PDF for email distribution (smaller file size, universally readable). Use PowerPoint for presentations (editable, better for meetings).
Tip 3: Include creative previews for visual campaigns. Stakeholders want to see what ads will look like.
Tip 4: Customize PowerPoint exports with your branding before presenting to clients.

​
Troubleshooting

Cause: Too many campaigns or large creative files.Solution: Export campaigns in smaller batches or reduce creative preview quality in export options.
Cause: Creative assets may not be uploaded yet.Solution: Ensure all ads have creative assets uploaded before exporting.
Cause: Template may not match your content structure.Solution: Try a different template or edit the PowerPoint file after export to adjust formatting.

​
Next Steps

PDF Export Documentation

Detailed PDF export options and customization.

PPTX Export Documentation

PowerPoint export templates and customization.

Creating First Campaign

Build campaigns ready for export and approval.

Publishing Workflow

Publish campaigns after approval.