Campaigns

Campaigns are org-scoped command centers for organising, planning, and reporting on a set of related social posts. A campaign groups posts together with goals, drafts, and a shareable report, and can tag related channels, files, brands, VPNs, AI providers, storage providers, post templates, and signatures.

Creating a Campaign

1. Navigate to Campaigns (/campaigns).
2. Click New Campaign.
3. Fill in the details:
   • Name — a descriptive name (e.g. "Summer Product Launch").
   • Date Range (optional) — start and end dates.
   • Color — tints campaign cards in the schedule and the report header.
   • Auto-append UTM tags — when enabled, links in campaign posts receive utm_campaign, utm_source, and utm_medium before short-linking.
   • Client / Project (optional) — free-text labels for internal tracking.
   • Tags (optional) — a list of strings shown read-only on the dashboard header.
   • Goals & Targets (optional) — add targets for impressions, likes, comments, clicks, posts, or followers; progress appears on the dashboard.

Existing campaigns appear as cards with post count and engagement totals.

Campaign Dashboard

Click a campaign card to open its dashboard at /campaigns/:id. The page is organised into a header, KPIs, an analytics section, a tabbed content area, and a team Discussion thread that is always visible below the tabs.

• Header — name, dates, status, colour, and actions (Edit, Copy, Archive, Delete, Export, Share).
• KPIs — total views, likes, comments, clicks, state counts, and goal-progress bars. The Comments KPI (and a comments goal) counts the campaign's synced, replyable comments — the same number shown in the Replies tab — not the platform-reported engagement total.
• Analytics — a trend chart plus a per-channel breakdown scoped to the campaign's posts. See Campaign Analytics below.

Tabbed sections

The dashboard has nine tabs:

• Posts — a table of all campaign posts with engagement.
• Channels — the deduplicated set of channels the campaign's posts publish to, plus explicitly tagged INTEGRATION items. Each channel shows its provider icon, name, and post count. Use the menu to Add Channel or Invite Client; connecting a channel from here automatically tags it to the campaign.
• Files — campaign-tagged files rendered in a /files-style grid. Upload new files directly into the campaign, preview them, remove the tag, open a file in the Designer, or start a new post draft preloaded with the file.
• Post Templates — tagged set/template items.
• Post Drafts — drafts with approval status and promote actions.
• Tagged Items — remaining entity types: brands, signatures, VPNs, LLMs, and storage providers. Channels, files, and templates have their own tabs and do not appear here.
• Planning — the planning workspace and draft-approval flow.
• Replies — synced comments across all campaign posts.
• Activity — a changelog of recent actions such as added tags, copies, approvals, and promotions.

Campaign Analytics

The dashboard's Analytics section shows how the campaign is performing, scoped to the posts that belong to it:

• Trend chart — a headline metric over the campaign's date range.
• Per-channel breakdown — engagement split across the channels the campaign publishes to.

Campaign analytics are post-scoped — they aggregate only the campaign's posts, so channel-level metrics like followers (which belong to the channel, not the post) are not included. The default window is the campaign's start→end dates. The same trend and per-channel breakdown also appear on the shareable public report when analytics are available.

Campaign Replies (Comments)

The dashboard's Replies tab is a full comment-management surface scoped to the campaign's posts — no need to open each post or the standalone inbox:

• Filter by status (All / Needs Reply / Handled / Ignored), by channel, by assignee, or to unread only.
• Reply inline (with optional AI draft), like, cycle a comment's status, assign it to a teammate, or mark handled — individually or in bulk via row selection.
• Each comment shows its author, channel badge, content, and the post it belongs to.

Replies are posted to the live platform, so a channel must support comment replies for the action to succeed.

Discussion

Below the tabs, the Discussion section is an internal, team-only thread for talking about the campaign — separate from the platform Replies above (which sync from your social posts). Nothing here is ever published or shown on a public report.

• Write with a rich-text editor: bold, italic, underline, strike, headings, bullet/numbered lists, links, and emoji.
• Embed media — click the image button to pick a photo or video from your media library and drop it right into the note.
• @mention a teammate to notify them (respecting their notification preferences).
• React with emoji, reply to a note (one level of threading), pin an important note to the top, or resolve one to grey it out once it's handled.
• Edit or delete your own notes; each note shows the author, avatar, and how long ago it was posted (with an "edited" marker when changed).

Planning Workspace and Draft Approval

Drafts created inside a campaign start with approval status Pending. A draft must be marked Approved before it can be promoted to the real publishing schedule:

• Approve / Reject per draft, or in bulk via row selection.
• Promote moves approved drafts from DRAFT to QUEUE. Promote a single draft from its row actions, or promote many selected drafts with the bulk Promote Selected button.
• Rejected drafts stay in the workspace and can be approved later.

Copy / Clone a Campaign

Use Copy on the dashboard header or campaign card to clone a campaign:

• Choose a name for the clone.
• Shift dates by +1 month optionally moves the campaign dates and cloned draft publish dates.
• Reset schedule drafts the clones for "now" instead of shifting.
• The clone re-tags all non-post items and copies only draft posts; published or scheduled posts are not duplicated.

Reports and Public Share

From the dashboard or /campaigns/:id/report:

• Download CSV or Download PDF (server-side rendered).
• Share link — enable a public, read-only report at /public/campaign-report/:token. The link exposes only campaign name/dates, KPIs, goals, post titles/content/metrics, channel breakdown, and tagged-item names — no credentials, config, or internal ids. Disable sharing at any time.

Composer and Bulk Import

• The composer sidebar includes a Campaign dropdown. Assigning a post records campaignId on the post.
• Bulk import accepts a campaign column; rows with an invalid campaign value report a warning but do not block the import. See Bulk Import.

Media and Comments Grouping

Campaign-aware filters derive through the post's campaignId: the Media Library groups a campaign's uploads, and the dashboard's Replies tab manages replies for the campaign in one place (the standalone Comments Inbox covers all channels org-wide).

Purging Old Tags

A daily cron (campaign-tag-purge) deletes a finished campaign's tagged items CAMPAIGN_PURGE_DAYS (default 30) after its endDate. Ongoing campaigns with no end date are never purged.

Verified against v1.0.0