Creating a campaign
1
Open the campaigns page
Navigate to Campaigns from the workspace sidebar or the More menu on mobile.
2
Click create
Click the New Campaign button to open the creation dialog.
3
Fill in the details
Enter the following fields:
The campaign status defaults to Draft and displays as a read-only indicator at the bottom of the dialog.Additional fields become available when you edit the campaign after creation (see editing campaigns).
4
Create
Click Create to save the campaign. It appears in your campaign list immediately.
AI-powered campaign wizard
Some entry points open a guided wizard that helps you build a campaign with AI suggestions:1
Select your industry
Choose your industry from the dropdown (e.g., E-commerce, Restaurant, Health & Wellness, Beauty & Fashion, Technology, Education, Real Estate, and more). Click Get AI Suggestions to continue, or Skip to go straight to the details form.
2
Review AI suggestions
The assistant generates three categories of suggestions based on your industry:
- Suggested Objectives — goals tailored to your industry
- Target Audiences — audience segments to consider
- Content Strategies — approaches for your campaign content
3
Fill in campaign details
Enter the campaign name, objective, and description. Any applied AI suggestions appear in a panel so you can reference them while filling in the form. Click Create to save.
Campaign statuses
You can change a campaign’s status at any time by editing the campaign.
Effect of status changes on scheduled posts
Changing a campaign’s status does not pause, cancel, or modify its scheduled posts. Posts assigned to a campaign follow their own schedule independently.
To stop posts from publishing, cancel or delete them individually from the schedule calendar. There is no bulk-pause for all posts in a campaign.
Campaign overview
The campaigns page shows a stats bar at the top with four tiles:- Total — total number of campaigns in your workspace
- Active — campaigns currently running
- Posts — total posts linked across all campaigns
- Planned — content plans created for campaigns
Campaign detail view
Click any campaign to open its detail view. There are two ways to access campaign details:Quick view (modal)
Clicking Details on a campaign card opens a modal with three tabs:- All — a list of every post in the campaign showing caption, channel, and date
- Planned — content plan items with titles, briefs, status, content type, planned date, and week number
- Published — published posts with caption, channel, and published date
Full detail page
Opening the campaign from the sidebar or navigating directly to the campaign page shows the full detail view with five tabs:- All — a grid of every post in the campaign with media previews
- Planned — content plan items with details
- Scheduled — posts that are scheduled but not yet published, with their scheduled date and time
- Published — published posts with per-post metrics (impressions, likes, comments)
- Analytics — summary cards showing total impressions, likes, and comments across all campaign posts. For a full cross-platform breakdown, visit the analytics dashboard.
Campaign detail panel
Clicking a campaign in certain views opens a slide-out panel that shows additional campaign properties:- Language — the campaign’s target language (English, Arabic, or both)
- Target location — the target country and city for the campaign
- Content plan — all plan items grouped by week number, each showing the content type, plan status, planned date, idea title, and brief
Content plan items
Each content plan item includes the following fields:Content plan statuses
Content plan statuses are managed by the AI assistant — there are no manual approve or reject buttons in the campaign views.
Converting a plan item to a post
When the AI assistant converts a planned item into a real post, the following happens:- A new post is created using the plan item’s caption, media assets, and target account.
- If the campaign requires approval, the post enters the approval workflow with a pending status.
- The plan item’s status changes to Created and a link to the resulting post is stored.
- An activity log entry records the conversion.
Content plan items are read-only in the campaign detail views. To act on a planned item — such as creating a post from it — use the AI chat assistant with the campaign selected.
Editing and deleting campaigns
To edit a campaign, click the edit button on any campaign card. The edit dialog opens with your existing values pre-filled.Campaign fields
When editing, you have access to the full set of campaign fields:
Click Save Changes when you are done.
To delete a campaign, click the delete button and confirm the action in the dialog.
Assigning posts to campaigns
To assign a post to a campaign, select the campaign when creating or editing a post in the composer. Posts can be assigned during creation or added later by editing the post.AI campaign planning
You can use the AI chat assistant to generate campaign content plans. On any campaign card, click the sparkles icon to open the AI chat with that campaign pre-selected. The assistant can suggest post ideas, plan content calendars, and draft captions tailored to your campaign objective. See AI chat for more on what the assistant can do.Plan and execute a content week
This workflow walks you through using campaigns and the AI assistant together to plan, create, and publish a full week of content.1
Create a campaign
Create a campaign with a clear objective, start and end dates, and target audience. Fill in the language, target location, and brand voice fields so the AI has context for content generation.
2
Generate a content plan with AI
Click the sparkles icon on the campaign card to open the AI chat with your campaign pre-selected. Ask the assistant to plan a week of content — for example, “Plan 7 days of content for this campaign.” The assistant generates a content plan with post ideas, content types, planned dates, and briefs grouped by day.
3
Review the content plan
Open the campaign detail view and switch to the Planned tab to see all plan items. Each item shows the idea title, brief, content type, planned date, and week number. Review the suggestions and note any you want to adjust.
4
Convert plan items to posts
In the AI chat, ask the assistant to create posts from specific plan items — for example, “Create a post from the Monday idea.” The assistant drafts a post with a caption, hashtags, and media prompt based on the plan item’s brief. The plan item status changes to Created.
5
Generate media
Use AI image generation or AI video generation to create visuals for each post. You can generate media directly from the AI chat, the composer assist panel, or the media library.
6
Schedule posts
Open each post in the composer and set the schedule date and time. Use the best posting times from your analytics to choose optimal time slots. If your workspace uses approval workflows, posts enter the pending queue for review.
7
Monitor and adjust
Check the schedule calendar to see your week laid out. Drag posts to adjust timing if slots look unbalanced. After posts publish, track performance in the campaign’s Analytics tab and the analytics dashboard.
Deep-linking to campaigns
You can link directly to a specific campaign using the?campaign=<id> URL parameter. This is used when navigating from other parts of the app — for example, clicking a campaign name in the schedule filter or the AI chat. On mobile, deep-linking opens the campaign detail view directly instead of the campaign list.
Troubleshooting
I cannot create a new campaign
I cannot create a new campaign
You may have reached your plan’s campaign limit. Check your current usage in Settings > Billing > Usage. Free plans allow 1 campaign and Starter plans allow 10. Upgrade your plan or archive existing campaigns to free up a slot.
Campaign posts are not showing in the detail view
Campaign posts are not showing in the detail view
Posts only appear under a campaign if they were explicitly assigned to it in the composer. If you created a post without selecting a campaign, edit the post and assign it. Pull down on mobile to refresh the campaign detail view.
Campaign status is stuck on Draft
Campaign status is stuck on Draft
Campaign statuses are changed manually. Open the campaign, click the edit button, and update the status to Active or another appropriate value. Statuses do not change automatically based on dates.
AI campaign wizard does not appear
AI campaign wizard does not appear
AI-assisted campaign planning is available through supported Socializioz workflows. Availability can depend on the current plan and product version. Use the standard campaign creation flow or ask the AI chat assistant to help plan the campaign.
Archived campaigns are still visible
Archived campaigns are still visible
Archived campaigns remain in your campaign list for reference. They count toward your plan’s campaign limit. To remove them entirely, delete the campaign instead of archiving it.
Campaign limits
Related
- Post composer — assign posts to campaigns during creation
- AI chat assistant — generate campaign content plans and convert plan items to posts
- AI content generation — create images and videos for campaign posts
- Analytics — track campaign performance and use the AI campaign planner
- Scheduling and calendar — manage campaign post schedules
- Approvals — review campaign posts before they publish