Creating Your First Campaign

Campaigns help you organize everything related to a marketing initiative in one place. Instead of managing posts, tasks, assets, and budgets separately, Orbit360 brings them together into a single workspace so your team can collaborate, track progress, and measure results more effectively.

Creating a Campaign

To create your first campaign:

1. Navigate to Campaign Planner from the left navigation menu.
2. Click New Campaign.
3. Enter your campaign details, including the campaign name, duration, objectives, priority, and target audience.
4. Assign a campaign owner and select the appropriate brand.
5. Click Create Campaign.

Your campaign will appear in the Campaign Planner, ready for collaboration.

Campaign Overview

The Overview tab gives you a high-level view of your campaign, including:

• Overall progress
• Campaign health
• Open tasks
• Published content
• Budget utilization
• Upcoming milestones
• AI-generated campaign summary
• Next actions for your team

It also includes your campaign brief, objectives, and target audience, making it easy for everyone to understand the campaign goals.

Campaign Modules

Each campaign contains dedicated sections for managing every stage of execution.

Module	Purpose
Overview	Monitor campaign progress, health, objectives, milestones, and budget.
Content	Manage campaign posts through Backlog, In Review, Approved, Scheduled, Published, and Failed stages.
Tasks	Assign work and track tasks through Not Started, In Progress, Awaiting Review, Approved, Completed, Blocked, and Cancelled stages.
Assets	Store campaign files, upload new assets, or link external resources such as Google Docs and Canva.
Budget	Track allocated budget, spending, remaining balance, vendors, and expense history.
Timeline	View campaign milestones, scheduled content, task deadlines, and key dates in chronological order.
Team	Add campaign members, assign roles, and manage ownership.
Discussions	Collaborate with your team using comments, mentions, and campaign notes.
Activity	View a chronological history of campaign actions and updates.

Managing Campaign Content

The Content tab gives you a Kanban-style board that tracks every post throughout its lifecycle.

Status	Description
Backlog	Content ideas waiting to be worked on.
In Review	Posts awaiting feedback or approval.
Approved	Content approved for publishing.
Scheduled	Posts scheduled for a future date.
Published	Successfully published content.
Failed	Posts that could not be published.

You can switch between Board and List views depending on your preferred workflow.

Managing Campaign Tasks

Assign work to team members and monitor progress from the Tasks tab.

Status	Description
Not Started	Task has not been started.
In Progress	Work is currently underway.
Awaiting Review	Task is ready for review.
Approved	Work has been reviewed and approved.
Completed	Task has been finished.
Blocked	Progress is temporarily blocked.
Cancelled	Task is no longer required.

Each task can include assignees, due dates, priorities, status updates, and linked content.

Tracking Performance

Orbit360 automatically monitors your campaign using metrics such as:

• Overall completion percentage
• Campaign health
• Published content
• Open tasks
• Budget utilization
• Upcoming milestones
• Team workload

These insights help you identify progress and keep campaigns on schedule.

Best Practices

Create a campaign before producing content, define clear objectives, assign responsibilities early, keep all related posts and assets within the campaign, monitor budgets and milestones regularly, and use discussions to keep communication in one place.

What's Next?

Your campaign is now ready for execution, and your team has a central place to manage every aspect of the project.

Next Article: Uploading and Organizing Brand Assets → Learn how to upload, organize, and reuse creative assets across your workspace and campaigns.