What is a campaign?

A campaign is a container for all the marketing work you're running toward a single goal. It holds your ads, content, schedules, budgets, and team assignments in one place. You can run multiple campaigns at the same time and track their performance separately.

Campaign types

Campaignly supports three campaign types:

• Social Media: Manage posts across Facebook, Instagram, LinkedIn, Twitter, and TikTok from one dashboard. Schedule content, track engagement, and coordinate posting across platforms.
• Email: Build and send email sequences, newsletters, and targeted messages. Includes scheduling, segmentation, and performance tracking.
• Paid Ads: Set up and monitor paid campaigns on Google Ads, Facebook Ads, and LinkedIn Ads. Track spend, conversions, and ROI in one view.

You choose the type when you create the campaign. You can change the type later, though your existing content may not transfer between different types.

Create a campaign

1. From your Campaignly dashboard, click + New Campaign (top right corner).
2. Choose a campaign type from the options above.
3. Enter a campaign name. Use something descriptive — include the client name, platform, or goal (e.g., "Acme Corp Q4 Instagram Posts" or "Tech Startup Google Ads Launch").
4. (Optional) Add a description. This helps your team remember what the campaign is for.
5. Set your campaign dates — when the campaign starts and ends. You can leave the end date blank if you're running it indefinitely.
6. Click Create Campaign.

Initial setup after creation

Once your campaign is created, you'll land on the campaign dashboard. Next steps depend on your campaign type:

• Social Media: Connect your social accounts (if not already connected), then start creating posts or importing a content calendar.
• Email: Set up your email list or import contacts, then create your first email template.
• Paid Ads: Link your ad accounts (Google, Facebook, or LinkedIn) and set your budget.

You can update any of these details later — nothing is locked in.

Tips and gotchas

• Campaign names matter: Use consistent naming across campaigns so you can find them quickly when filtering or reporting.
• Dates are flexible: You can edit campaign start and end dates anytime without affecting scheduled content.
• Invite team members early: Add your team to the campaign before assigning tasks. You do this from the Team tab in campaign settings.
• You can't merge campaigns: Plan your structure upfront. If you create two campaigns by mistake, you'll need to manually move content between them.

Once your campaign is set up, you're ready to add content, schedule posts, or launch ads.