What It Is
A Campaign organizes structured work your agency has committed to delivering for a business client.
Use a Campaign when the work involves planning across multiple deliverables, people, dates, production stages, or publishing schedules.
Examples:
- Monthly social media retainers
- Product launches
- Festival campaigns
- Weekly content plans
- Multi-platform content campaigns
Before You Start
Create the business client first.
It is also useful to have the relevant team members already added to AGENCIE so they can be assigned to the campaign and its production work.
How To Create
- Open Campaigns.
- Choose Create Campaign.
- Select the business client.
- Enter the campaign name and required details.
- Set the campaign dates.
- Add the campaign goal and other planning context.
- Configure deliverables where required.
- Save the campaign.
You can continue building the campaign after creation instead of completing every planning field immediately.
Campaign Details
A Campaign can contain planning information such as:
- Business client
- Campaign type
- Priority
- Start and end dates
- Goal
- KPI
- Key message
- References
- Deliverables
- Campaign team
- Publishing schedule
The exact information you need depends on the size and complexity of the campaign.
Add Deliverables
Deliverables describe what the agency has committed to producing.
For example:
8 Reels
4 Static Posts
12 Stories
Deliverables can include information such as quantity, content type, frequency, platform, posting days, and time where supported.
Think of deliverables as the promise made to the client.
They describe what needs to exist, not necessarily every individual production task required to create it.
Add The Campaign Team
Attach the people responsible for the campaign.
Depending on your team structure, this can include:
- Campaign manager
- Relationship manager
- Writers
- DOPs
- Editors
- Designers
- Social Media Manager
Being part of the Campaign Team provides campaign context.
It does not automatically make someone the owner of every production task.
Actual work ownership still depends on workflow and Gig assignments.
Plan Publishing
Use the Publishing Schedule to decide when campaign content should go live.
A publishing slot can contain information such as:
- Platform
- Publishing date
- Publishing time
- Content type
- Status
- Notes
- Linked content
This turns the campaign's deliverable commitments into scheduled publishing plans.
Generate Production
When a publishing slot is ready to become actual production work, use Generate Production where available.
The general flow is:
Campaign → Deliverable → Publishing Slot → Generate Production → Content → Workflow → Production Tasks
This connects campaign planning with the work your production team actually needs to complete.
Follow The Work
Once production begins, use the operational views for different purposes.
Campaign → What did we plan and promise?
Workflow → Where is each piece of content in production?
My Work → What am I personally responsible for?
Calendar → When does relevant work need to happen?
Publishing Schedule → When should the finished content go live?
These views represent different parts of the same client operation.
Campaign vs Gig
Use a Campaign when the work needs structured planning and production.
For example:
8 reels and 12 posts for September → Campaign
Use a Gig when the work is a standalone assignment.
For example:
Write 5 scripts by Friday → Gig
If the work only needs an assignee, deadline, submission, and review, creating an entire Campaign is usually unnecessary.
Start Small
For your first Campaign, avoid planning an entire client operation immediately.
A useful first test is:
- Create the Campaign.
- Add one deliverable.
- Add the relevant Campaign Team.
- Create one publishing slot.
- Generate production.
- Move the resulting content through Workflow.
Once that works as expected, expand the campaign with the remaining deliverables and publishing slots.
Creating a Campaign does not automatically assign every piece of production work. Campaigns define the client plan. Workflow tasks and Gigs define the specific work people are responsible for.
Start with what the agency committed to deliver, then translate that commitment into publishing slots and production work. This keeps Campaign planning tied to actual client outcomes instead of becoming another spreadsheet with nicer buttons.