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:

  1. Go to the Talent tab within your campaign
  2. Click "Add Talent"
  3. Select from your roster or search for specific talent
  4. 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

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