Campaigns
Group related briefs by client and date range under one campaign.
What is a Campaign?
A campaign is a way to organize related content — for example, everything for a product launch or a single client engagement. Each campaign has one client, a start and end date, and an optional default approval workflow that its briefs inherit.
Creating a Campaign
- Open the campaign view and click “New Campaign”
- Choose the client (this can’t be changed later)
- Give the campaign a name and set its start and end dates
- Optionally add an objective, details for writers and reviewers, and a default approval workflow
- Click Create
Adding Briefs
Open a campaign and click “Add briefs” to assign existing briefs to it. Briefs must belong to the same client as the campaign (a brief with no client yet will inherit the campaign’s client). You can also set a brief’s campaign inline from the calendar.
Status
A campaign’s status updates automatically from its dates — Planning before it starts, Active during the date range, and Completed after it ends. You can archive a campaign when you’re done; its briefs stay intact and simply lose the campaign label.
Campaigns are an admin feature and are rolling out gradually. If you don’t see them yet, they may not be enabled for your workspace.