In this article, you’ll learn how to create and manage campaigns and events in the calendar to keep your planning clearer and more organized.
Info: This feature is included in our Medium-, Large- and Custom-packages. You can find more details on the packages and the included features here.
Creating a Campaign
To create a campaign, you need full or assigned complete permissions in at least one channel of the respective workspace.
You can create a campaign in two ways:
Via the dropdown menu of the Create button in the calendar.
Via the campaign button that appears when hovering over a section in the calendar.
When creating a campaign, a window opens where you can enter the following information:
Set a title
Select a timeframe
Add notes
Choose a banner color or icon
Assign one or more tags
Campaigns in Calendar
Campaigns appear in the daily, weekly, or monthly calendar views as banners.
Clicking on the banner opens the details view with the campaign’s name, description, duration, and assigned tags.
Editing Campaigns
To edit a campaign, you also need full or assigned complete permissions in at least one channel of the workspace. Deleting a campaign is only possible with full permissions.
When clicking on a campaign banner, the edit button appears. By clicking it, you can change the title, timeframe, notes, icon, or tags.
Advanced Features
Depending on your plan, you also get access to these additional features:
Info: This feature is included in our Large- and Custom-packages. You can find more details on the packages and the included features here.
Automatic Tagging
When you link tags directly to a campaign, all connected posts automatically receive the same tags. If you remove the linked tags from a campaign, these are also automatically removed from the connected posts.
Visual Indicators
To make it clear that a post belongs to a campaign, the campaign banner also appears directly on the post in the calendar. Additionally, there’s a filtered list view of all posts linked to the campaign.
Flexibility with timeframes
Posts don’t need to be within the same timeframe as the campaign. They can be linked regardless of the publication date.
Linking posts to a Campaign
You can assign posts to an existing campaign in two ways:
Directly in the calendar by selecting one or more posts and choosing a campaign from the dropdown menu.
In the Post Creator when creating a new post, by selecting a campaign from the dropdown menu in the Campaign section.
