Campaignscampaignsgetting-startedclient-management
How to Create a Campaign
By Circle Club Team
How to Create a Campaign
Campaigns are the core of your agency operations. This guide will help you create your first campaign in Circle Club.
Getting Started
To create a new campaign, navigate to the Campaigns section from your dashboard and click "New Campaign".
Campaign Setup
Fill in the essential campaign details:
- Campaign Name: A clear, descriptive name
- Client: Select or add the client
- Start Date: When the campaign begins
- End Date: When the campaign is scheduled to end
- Budget: Total campaign budget (optional)
Adding Talent
Once your campaign is created, you can assign talent:
- Go to the Talent tab within your campaign
- Click "Add Talent"
- Select from your roster or search for specific talent
- Assign deliverables and deadlines
Managing Deliverables
Track what needs to be delivered:
- Create deliverable items
- Set deadlines
- Assign to specific talent members
- Track completion status
Best Practices
- Set clear deadlines for all deliverables
- Use the campaign calendar to visualize timelines
- Regularly update campaign status
- Communicate with talent through the built-in messaging system