How do I set up a Campaign?

Sprout Social Influencer Marketing's platform supports a multi-tier system that helps you stay organized.

You can think of the system like this: Projects > Campaigns. Projects is similar to a folder on your desktop, where Campaigns are the documents within the folder.

This article contains the following sections:

• Creating Campaigns

• Edit the Status of a Campaign

• Use Filters to View Campaigns Within a Project

• Favorite a Campaign

Creating Campaigns

You can create multiple Campaigns within a single Project, constructing a folder-like system for all of your organization's Campaigns.

You can name Projects according to the brands you're supporting, then build Campaigns based on each brand. Other times, you might want to create Projects based on a time-period and then develop your Campaigns according to the time, like a quarter, month, or year.

To build a Campaign:

1. Click the Projects tab in the navigation bar.
2. Click + Add Campaign.
3. Assign the Campaign to an existing Project, or create a new one.
   • When building a new Project and a new Campaign, click Create New Project from the Find or create new project field.
   • When adding a Campaign to a previously built Project, search for the Project in the Find or create new project field.
4. Enter the Campaign name. If needed, you can change the Campaign name or update select Campaign variables retroactively.
5. Enter the Campaign dates.
   • Set the date range for the Campaign. These dates are when brands or agencies can expect Creators to post their content. You can backdate and date Campaigns into the future. 

   • As a best practice, if the dates are unknown but planning has begun, add any dates from three months before the current date, and then update them when the Campaign launches.

6. Select Currency. After your initial selection, you can't edit the currency.

7. Search for the Creator or brand by selecting the appropriate Profile. If the brand doesn't have a Profile yet, create one in Discovery.

Campaign Monitoring settings

In the General Settings > Monitoring tab of your Campaign you can:

• Adjust your Campaign date range
• Toggle Brand Mentions on or off
• Add which keywords, hashtags, and phrases creators should include in their Campaign content 

Editing the status of a Campaign

Campaign status serves as a tool to keep Campaigns organized and team members updated.

To edit the status of a Campaign, select the status box located in the top right corner of the Campaign Card. A dropdown menu where appears you can edit the status of the selected Campaign. Choose from the following Statuses:

• Active

• Paused

• Complete

• Incomplete

Using filters to view Campaigns within a project

To view Campaigns within a Project, click + Add Filters and choose from the available filters in the dropdown menu.

Favorite a Campaign

Marking a Campaign or a Project as Favorite adds it to your Influencer Marketing's landing page for quick access.

To add a Campaign or Project to the Favorites Dashboard:

1. Select Projects in the navigation bar.
   
2. Click Select Project and find the campaign in the dropdown.
3. Click the star icon next to the desired Campaign.