Campaigns overview

Where campaigns live

The Campaigns page supports both Calendar view and List view. Calendar view is best for planning across dates; list view is best for scanning, filtering, and bulk actions.

Creating a campaign

You can create a campaign in a few ways:

• Calendar view — click on a date cell to create a campaign pre-filled with that date.
• Add New Campaign — opens the campaign editor directly.
• List view — use the create button from the list.

Key fields in the campaign editor

Campaigns include a rich set of fields. Your workspace may also have custom fields enabled. The most important fields to understand:

• Name — the campaign title (optionally generated by naming conventions).
• Type — impacts which fields appear (e.g. Email shows subject & preheader; SMS shows SMS copy instead).
• Initiative — a key organizing layer for promotions, launches, sales periods, and programs.
• A/B test — link a one-time or ongoing test to the campaign.
• Theme — optional tagging for filtering and analytics breakdowns.
• Assignees — who owns the work.
• QA checklist — attach the checklist that should be completed before the campaign goes live.
• Scheduled date, time, and time zone — drives placement on the calendar.
• Audience & volume — select audiences and segments; audiences can pre-populate inclusion and exclusion logic.
• Assets — link creative/content assets to the campaign to keep work and planning connected.

If your workspace uses naming conventions, you may also see a Static name field, along with Manual override. See Campaign naming conventions for details.

Working from the campaign modal

Clicking a campaign in the calendar opens a modal with core details, audiences, and linked assets. From here you can:

• Comment — collaborate directly on the campaign.
• Navigate to assets — jump into the linked asset details directly from the campaign modal.
• Copy URL — copy the campaign’s unique URL for quick sharing.
• Pop out — open the campaign in a new tab for a full-page view.
• Clone, merge, or delete — manage lifecycle actions directly from the campaign.

Filters and multi-client view

Use filters to segment campaigns by status, type, theme, initiative, assignee, and more. If you manage multiple brands, switch into multi-client view to plan and scan across all clients in one place.