Plan a campaign

Last updated on Aug 07, 2026

Campaigns help you manage a launch, promotion, event, or ongoing content series as one coordinated plan. A useful campaign gives the team a shared brief, a schedule, clear destinations, and a checklist for all the supporting work.

The campaign is the planning layer; every generated or linked post still needs its own final review. Confirm the caption, media, channels, and scheduled time on each post before it goes into the queue.

Step-by-step

  1. Open Campaigns and create a new campaign.

  2. Enter a name, campaign brief, launch date, time zone, and default destinations.

  3. Add an item for each planned post, including its theme and planned date.

  4. Create or generate the related posts.

  5. Open each post and refine its copy, media, and platform settings.

  6. Use the timeline and checklist to track readiness and dependencies.

  7. Schedule approved posts once the campaign plan is final.

Use the brief to capture the audience, goal, message, tone, links, and calls to action so everyone working on the campaign has the same context.