This article provides administrators with the instructions to create and manage Campaigns in the Appspace.
Campaigns in Appspace bring together the tools needed for effective communication and content management, with planned broadcasting and publishing dates, together with progress tracking and detailed insights and analysis, all within a single, connected experience.
This introduces a unified strategic layer on top of content creation tools, allowing communicators to group related content (posts, stories, pages, and broadcasts) under a single initiative. Users can plan campaigns on a calendar, and use the dasboard to track progress and measure overall impact with unified insights on engagement, reach, and top-performing content within Appspace.
The Campaign module includes the following features:
-
Create and manage campaigns with configurable start and end dates.
-
Tag content types to campaigns, such as quick posts, praise, questions, polls, events, pages, stories, and broadcasts.
-
Campaign dashboard with list and card views, showing active and scheduled campaigns.
-
Filter campaigns by status (active, scheduled), owner, content types, and date range.
-
Campaign overview page displaying total audience size, engagement metrics, reach, and content count.
-
Top content trends view highlighting best-performing pieces within a campaign.
-
Content list view showing all tagged items within a campaign.
-
Calendar view visualizing when campaign content is scheduled to publish.
-
Detailed insights and analytics at the campaign level to measure performance against goals (engagement, reach).
Prerequisites
- Account Owner or Publisher role.
- An Appspace Platform user license.
- An active Appspace public/private cloud user account.
Create Campaign
To create a campaign, perform the following steps:
- Log in to the Appspace console.
- Click the ☰ Appspace menu, and click Campaigns.
- Click +Create on the upper-left corner.
- Enter the Name and Description of the campaign.
- Click the Select date range field under Schedule and select a date range for the campaign. You can select a preset (Next 7 days, Next 30 days, Next 90 days, or Next 12 months), or manually select a start date and end date from the calendar. Click Apply.
- Select the Time Zone for the campaign or leave it to default as your location’s time zone.
- Click Create.
- The new campaign is added to the campaigns list.
Edit Campaign
To edit a campaign, perform the following steps:
- Log in to the Appspace console.
- Click the ☰ Appspace menu, and click Campaigns.
- The All Campaigns list displays the campaigns within the organization. You can select an option from the left bar to filter the list of campaigns. For example, select Active to view only active services, or Scheduled to view only services that are currently scheduled.
- On the campaign list, click the ellipsis (…) at the end of the campaign row and select Edit.
- Edit the Name and Description of the campaign.
- Click the Calendar field under Schedule and edit the date range for the campaign. Click Apply.
- Edit the Time Zone for the campaign.
- Click Save.
Add Content to a Campaign
To archive a campaign, perform the following steps:
- Log in to the Appspace console.
- Click the ☰ Appspace menu, and click Campaigns.
- Select All Campaigns from the left bar to display all the campaigns within the organization. You can select an option from the left bar (Active, Scheduled, Ended, etc) to filter the list of campaigns.
- Select a campaign from the list.
- On the campaign page, click the Content tab.
- Click the down arrow (⌄) next to the Add button.
- Select +Add Existing Content to select an existing post, page or story. Select the article from the Add Content bar. You can search for the article and filter the article by Type, enter a user for articles under an Author/Publisher, or enter and search by Feeds, such as channel, topic, or community. Select an article and click Add.
- Alternatively, select Create New Post, Create New Page, or Create New Story to create a new article in the post, page or story creation page.
- The post, story, or page is added to the list of content for the campaign.
View or Remove Content in a Campaign
To restore a campaign, perform the following steps:
- Log in to the Appspace console.
- Click the ☰ Appspace menu, and click Campaigns.
- Select a campaign from the list. On the campaign page, click the Content tab.
- To view an article, click on a post, page, or story from the list to open it in a window or page.
- To remove an article, click the ellipsis (…) at the end of the article row and select Remove from campaign.
- The confirmation window will appear. Click Remove.
- The post, story, or page is removed from the list of content for the campaign.
Archive Campaign
Archiving a campaign deactivates it and removes it from the Active and Scheduled campaign lists, while preserving all associated content and analytics. This helps reduce the list of campaigns to only ongoing initiatives without permanently deleting past campaigns.
For example, you can archive a campaign once its scheduled end date has passed, and restore it later if needed to review performance data or reuse campaign details for future planning.
To archive a campaign, perform the following steps:
- Log in to the Appspace console.
- Click the ☰ Appspace menu, and click Campaigns.
- The All Campaigns list displays the campaigns within the organization. You can select an option from the left bar to filter the list of campaigns. For example, select Active to view only active services, or Scheduled to view only services that are currently scheduled.
- On the campaign list, click the ellipsis (…) at the end of the campaign row and select Archive.
- The confirmation window will appear. Click Archive.
- The campaign is archived.
Restore Campaign
To restore a campaign, perform the following steps:
- Log in to the Appspace console.
- Click the ☰ Appspace menu, and click Campaigns.
- The All Campaigns list displays the campaigns within the organization. You can select an option from the left bar to filter the list of campaigns. For example, select Active to view only active services, or Scheduled to view only services that are currently scheduled.
- On the campaign list, click the ellipsis (…) at the end of the campaign row and select Archive.
- The confirmation window will appear. Click Archive.