Creating a campaign

A campaign is a named, dated container with a goal. Everything inside it — posts, emails, ads, landing links — inherits the campaign's tracking, so results roll up automatically.

Fields that matter

• Name — used in UTMs, so keep it short and lowercase, e.g. summer-launch-26.
• Window — start and end dates. Reporting defaults to this window.
• Goal — one of reach, engagement, signups, or revenue. The goal decides which metrics the campaign dashboard leads with.
• Target — an optional number. Progress bars everywhere key off this.

Adding content

Attach existing content from the calendar, or create new content directly inside the campaign. An item can belong to exactly one campaign; use labels for anything that needs to be in two groupings.

Cloning

Clone a finished campaign to reuse its structure, cadence, and copy as drafts with new dates. Metrics are never cloned.