Campaigns are the engine for your multi-channel marketing efforts, allowing you to automate content generation, scheduling, and execution across blogs, social media, and email. This guide covers how to manage your campaign's lifecycle, meet activation requirements, and understand how recipients are automatically added to your outreach.

Campaign Lifecycle

Every campaign moves through a specific set of statuses from creation to completion. Understanding these states helps you know exactly what your campaign is doing at any given time.

stateDiagram-v2
    direction LR
    [*] --> Draft
    Draft --> Planned
    Draft --> Active
    Planned --> Active
    Active --> Paused
    Paused --> Active
    Active --> Completed
    Active --> Cancelled
    Paused --> Cancelled

• Draft: The campaign is being built. No content is generated or sent.

• Planned: The campaign is fully set up and waiting for its start date or manual activation.

• Active: The campaign is running. Content is being generated, scheduled, and published.

• Paused: The campaign is temporarily halted. Scheduled content will not go out.

• Completed: The campaign has reached its end date and finished all tasks.

• Cancelled: The campaign was manually stopped before completion.

Activating a Campaign

Before a campaign can start generating content and reaching out to your audience, it must be activated. The system runs a series of checks to ensure your campaign is ready.

1. 1

   Set your schedule

   Ensure your campaign has a clear start and end date. The system uses these dates to calculate the campaign's duration and track your progress.

2. 2

   Add content slots

   Navigate to the campaign schedule and use the Add campaign schedule button to create dated slots for your content.

3. 3

   Review holiday content

   If you are running an automated holiday campaign, review the generated content and approve it.

4. 4

   Activate

   Click Activate. Your campaign status will change to Active, and automated content generation will begin!

Managing Active Campaigns

Once your campaign is live, you have full control over its execution.

Pausing and Resuming

If you need to temporarily stop a campaign (for example, to adjust messaging during a major news event), you can Pause it.

When you pause a campaign, any content currently in the middle of being generated by AI is safely cancelled. When you Resume the campaign, the system automatically resets those interrupted tasks and starts generating them again from the beginning, ensuring no partial or broken content is published.

Automated Recipient Management

If your campaign includes the Email or SMS channels and you have attached prospect lists (Lead Lists), the system handles recipient management automatically.

• Instant Sync: As soon as the campaign is created, contacts from your attached Lead Lists are automatically populated as campaign recipients.

• Large Lists: If your attached lists contain more than 1,000 combined contacts, the system will process the recipients in the background. It may take a few minutes for all recipients to appear on your campaign dashboard.

Campaign Types and Default Goals

To help you measure success, the system automatically creates default tracking goals based on the Campaign Type you select during setup. You can always edit these goals later.

(Note: "Brand" campaigns do not generate a default numerical goal automatically, allowing you to set custom qualitative targets.)

Frequently Asked Questions