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How to create a campaign

A step-by-step guide on how to create a campaign

Carmen Villanueva avatar
Written by Carmen Villanueva
Updated over 2 months ago

Watch our Academy video πŸ“Ή on how to set up your first campaign for a step-by-step guide:


Start creating your campaign

Step 1. In your dashboard, click on the "Campaigns" button and then click on "New campaign".

Or go to the Calendar, click on the green "+" button, and select "Campaign".

Step 2. Fill in the details to give your campaign a name, running time and description to make sure all the information needed is listed.

πŸ’‘ Tip: Give your campaign a running time, to keep your team focused and on track.

Add contributors to ensure that other writers and publishers collaborate within the same campaign.

Step 3. Colour-code your campaigns to help organize your content and help you identify what content belongs to what campaign in your content calendar (learn more).

πŸ’‘ Tip: Create objectives or goals for your campaign by creating custom fields.

To learn more about custom fields, check out our help article.

Step 4. To add an event, articles or social post to your campaign, click on "Create" and fill in the details and then click on "Save".

Each campaign has its own content calendar.

πŸ”” Note: You can only see Insights once you've published some content in your campaign, you can do so by clicking on Insights.

If you want to change the description, or title, update the running time, add collaborators or add more custom fields, click on "Edit".

Plan a campaign directly in the calendar

Step 1. Go to your content calendar. Then, choose a starting date for your campaign. Step 2. Click on the + sign and then select 'Campaign'.

Step 3. Fill in all the information in the pop-up tab.
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πŸŽ‰ You're done, grab a coffee, you deserve it!

Check out the next steps below for more in-depth guides or follow-up actions.


πŸ“š Next steps

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