Campaigns

Group content into a named push and track its deliverables to done.

A campaign is a named push — a season, a launch, a promo week — that groups your content items together. Instead of hoping the twelve posts for Diwali all get made, you list them as deliverables on the campaign and watch the progress bar move to done. It’s how “are we ready?” becomes a number instead of a guess.

Who can do what: campaigns are managed by Directors, Account Leads and tenant admins — the New campaign button, editing, the checklist, archive and delete. For everyone else the Campaigns page simply doesn’t appear in the sidebar, and its address redirects them to their own landing page.

The campaign card

Each campaign is a card you can expand. Collapsed, it shows:

the campaign’s colour tile and icon, its name and kind — one of Seasonal, Launch, Event, Promo, Series, Always-on or Custom;
its phase — Upcoming, Active or Archived — plus its objective and dates;
a countdown — “starts in Xd” for upcoming campaigns, “Xd left” for active ones;
the deliverables progress bar with a done / total count. Green means comfortably on track, yellow mid-flight, red behind.

Expand the card to see the brief, the deliverables checklist, and the campaign’s mood board.

The deliverables checklist

Deliverables are the campaign’s task list — “Launch teaser reel”, “Menu print”, and so on. On an expanded card you can:

Tick a deliverable done — click its circle; the progress bar updates.
Add one — press Add deliverable, type the title, press Add.
Link it to a content item — use the Link post… picker to attach a deliverable to a real item on the board. The deliverable then shows that item’s live status, and clicking its title opens the item — so design work flows through the normal content lifecycle while the campaign tracks it.
Unlink or remove — the unlink icon detaches the post; the bin removes the deliverable.

Create or edit a campaign

Press New campaign (or the pencil on a card). The form asks for:

Name and Brand.
Kind — picking one on create also sets a matching default colour and icon, which you can change.
Objective — chosen from a fixed list: Awareness, Launch, Engagement, Sales / footfall, Retention, Announcement, Community.
Start and end dates. Ticking Always-on hides the end date — for evergreen campaigns that never finish.
A brief, plus an accent colour and icon for the card.

Attach content to a campaign

Content joins a campaign from the content side:

in the New content form, pick the campaign in the Campaign field;
or open an existing item’s task drawer and set its campaign there.

Once items are attached, the board’s campaign filter isolates them, and the campaign’s chip appears on their rows on the posting Schedule.

Archive hides the campaign from the active board but keeps it for reference — use it when a season wraps. You can Unarchive later.
Delete removes the campaign and its deliverables permanently. It cannot be undone — only use it for campaigns created by mistake.

Campaigns

The campaign card

The deliverables checklist

Create or edit a campaign

Attach content to a campaign

The upcoming timeline

Campaign report

Archive or delete