Campaign Fields Explained

What do the campaign fields mean, and what to put into them

Campaigns are optional.  

So why use one?

They keep multi-channel, multi-vertical marketing plans and teams organized and efficient. Plus, setting up a campaign enables you to establish overarching guidelines for both editors and creators. You have the opportunity to apply these guidelines to all assignments created within the campaign. Campaign progress is also tracked to reference your team's progress.

Campaign Fields and What to Enter

• Campaign Name (required) - Give your campaign a relevant name.
• Client (if working in an Agency account) - Select which client account this campaign will be used with
• Description - What’s this campaign about and what are the goals? A thorough description will give campaign reports more depth. Note: The description is for internal use only and will not be shown to creators.
• Start Date - Enter a date or select from the calendar. This is when activity for this campaign will begin. Setting a Start Date enables the system to track campaign progress and on-time metrics.
• End Date - Enter or select from the calendar. This date establishes when all activity should be completed. Setting an End Date allows the system to track campaign progress and on-time metrics.
• Reference ID - Optional field that can be used with external reference numbers if desired
• Expected Assignment Count - number of assignments expected during the life of this campaign
• Expected Word Count - total words in all assignments expected during the life of this campaign
• Strategist - Will this campaign have a dedicated strategist? If yes, select a team member from the drop-down.
• Editor - Will this campaign have a dedicated editor? If yes, select a team member from the drop-down. 
• Final Approver - Will this campaign have a dedicated editor?  If yes, select a team member from the drop-down.
• Personas - Select the personas you'd like to target for this campaign.
• Tones - Select the tones you'd like the writers to use for all the assignments within this campaign.
• Publication - Select the publication(s) this campaign is for.
• Will the writer's byline be used? - Indicate if the writer(s) byline will be used on assignments in this campaign.
• Target Keywords - Define keywords that are important to use within the campaign assignments
• Editorial Guidelines - Use this field to set campaign wide guidelines for the writer(s) and editor(s) to reference. Examples: “Use AP style only,”  “Don’t include references to X,”  “No X-themed articles.”

Now you can begin attaching assignments to this campaign and you can also apply the Campaign settings to those assignments if needed.