Campaigns & ads

In simple words

Campaigns & ads is part of Social Media. Briefs, AI strategy and spend. This guide takes you through it in 8 short steps.

Where it fits in your work — Brief. Describe the campaign and let AI suggest a strategy.

Before you start

• You need to be signed in to your company's workspace. Social Media appears in the Workspace dashboard and in the left menu when your role includes it.
• What you can see and change depends on your role. If a menu item or button is missing, ask your workspace owner to give your role access in Workspace → Users.
• Campaigns & ads belongs to Content in Social Media. Briefs, AI strategy and spend.

Step by step

1. 1

   Step 1

   Open Social Media

   Sign in and open the Social Media panel from your Workspace dashboard (or sign in to it directly). You see only what your role allows.

2. 2

   Step 2

   Open “Campaigns & Ads”

   In the left menu, click “Campaigns & Ads”. The “Campaigns & Ads” screen opens.

3. 3

   Step 3

   Find what you need

   Type in the search box (“Name, objective, keyword”) to find a record quickly.

4. 4

   Step 4

   Narrow the list

   Use these filters to see only what you want:

   • Search
   • Status
   • Platform
5. 5

   Step 5

   Read the list

   Each row shows:

   • Campaign
   • Platforms
   • Status
   • Ads
   • Duration
   • Updated
6. 6

   Step 6

   Add a new one

   Click “New campaign” to add one. A form opens for the details.

7. 7

   Step 7

   Other actions on this screen

   You will also see these buttons:

   • Apply
8. 8

   Step 8

   Done

   Briefs, AI strategy and spend.

Tips

• You can use more than one filter together (Status, Platform) to see exactly the records you want.
• The search box accepts: Name, objective, keyword. Start typing and the list narrows down.
• Click a row to open that record and see all of its details.
• If you make a mistake, open the record again and correct it. Changes are recorded against your name so your team can see who did what.

Quick recap

Open Social Media → Open “Campaigns & Ads” → Find what you need → Narrow the list → Read the list → Add a new one → Other actions on this screen → Done

What it connects to

• CRM & Sales

  Campaign results next to the leads they brought in.

• Website

  Drive traffic to your website.

• SEO

  Content that supports your rankings.

What you will see on this screen

These are the parts of the Campaigns & Ads screen, exactly as they appear in the product.

Why use Social Media

Social Media replaces social media management tools, on the same login and the same data.

• A steady, on-brand presence without a large content team
• AI drafts posts and images from a single idea
• Nothing publishes without the approval you choose
• Campaign performance next to your CRM results

Who uses Social Media

• Marketers

  Write briefs, plan campaigns and posts.

• Content creators

  Draft with AI and refine the tone.

• Approvers

  Review before anything goes live.

• Leadership

  See campaign and post performance.

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