Introduction

Campaigns in TendSocial help you organize your marketing efforts around a specific goal, theme, or time period. Each campaign acts as a container for related content—social posts, blog articles, and video scripts.

Campaign Screen Overview

The Campaigns screen is your central hub for managing all marketing initiatives.

Header Controls

Control	Description
Start Date	Set when your planned content should begin
Duration	Choose planning horizon: 1 Month, 3 Months, or 6 Months
Auto-Plan	AI generates an entire content calendar based on your Brand Profile
New Campaign	Create a blank campaign manually

Filters

• Search: Find campaigns by name
• Status Filter: DRAFT, ACTIVE, PAUSED, COMPLETED, ARCHIVED
• Type Filter: ONE_TIME, RECURRING, EVERGREEN

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Creating Campaigns

Manual Creation

1. Click New Campaign
2. Enter a campaign name
3. Add a brief description and goal
4. Set start and end dates
5. Click Create

AI Auto-Planning

For hands-off planning:

1. Ensure your Brand Profile is complete (Identity → Brand Guide)
2. Set your preferred start date and duration
3. Click Auto-Plan
4. AI analyzes your brand and generates content ideas across the entire period

TIP

The more complete your Brand Profile, the better the AI suggestions.

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Campaign Details Screen

Click any campaign card to open the detail view with four tabs:

1. Details Tab

Shows the Campaign Brief and Context & Constraints.

Context Fields

Field	Purpose
Key Messages	Core talking points for all content in this campaign
Target Audience	Who you're speaking to (uses Brand Default if not specified)
Tone & Voice	Stylistic direction (uses Brand Voice if not specified)
Channels	Which platforms to publish on (defaults to all connected accounts)

IMPORTANT

Defaults + Overrides: Context fields automatically inherit from your Brand Profile. Override only when this specific campaign needs different settings.

Look for the "Brand Default" or "All Connected" badges—these indicate inherited values.

2. Planning Chat Tab

An AI brainstorming partner for campaign strategy:

• Discuss goals, constraints, and creative direction
• AI remembers conversation context
• Click Generate Plan to extract structured strategy from chat history

3. Content Tab

Shows all content linked to this campaign:

• Social Posts (with platform icons)
• Blog Posts (with status badges)
• Video Scripts (with format indicators)

Each item shows its status and scheduled/published date.

4. Performance Tab

Aggregate metrics across all campaign content:

• Total Views: Combined views from all posts
• Engagement: Likes, comments, shares, and calculated engagement rate
• Clicks: Link clicks attributed to campaign content
• Breakdowns: Metrics by platform and content type

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Generating Content

After setting up your campaign plan:

1. Open the campaign detail page
2. Click Generate Content
3. AI creates draft content based on:
   • Your Campaign Brief and Goal
   • Your Brand Profile (voice, tone, audience)
   • The Context settings (or their defaults)

Generated content appears in the Content tab as drafts ready for review.

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Editing Campaigns

Click Edit in the campaign header to modify:

• Name and Brief
• Goal and Schedule
• Context & Constraints (with toggle switches for defaults)

Context Edit Mode

When editing, each context field shows a toggle:

• ✓ Use Default — Inherit from Brand Profile
• ✗ Custom — Enter campaign-specific values

This "Defaults + Overrides" pattern keeps your settings clean while allowing exceptions.

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Campaign Actions

Access these actions by clicking the More Options (⋮) menu in the campaign header.

Status Changes

Click the status badge to change between:

• DRAFT → Initial creation
• ACTIVE → Currently running
• PAUSED → Temporarily stopped
• COMPLETED → Finished

TIP

When resuming a PAUSED campaign, you'll be prompted to choose a resume strategy for handling scheduled posts.

Duplicate Campaign

Create a copy of an existing campaign to reuse its structure or content.

1. Open campaign details
2. Click More Options (⋮) and select Duplicate
3. Enter a name for the new campaign
4. Click Duplicate Campaign

This copies the campaign settings, brief, goal, and all content (social posts, blogs, scripts) as drafts. Dates and performance data are reset.

Find & Replace

Bulk update text across your entire campaign. This checks the campaign Brief, Goal, and all content items.

1. Open campaign details
2. Click More Options (⋮) and select Find & Replace
3. Enter text to find and replacement text
4. Click Preview Matches to see a count of affected items
5. Click Replace All to execute

CAUTION

Find & Replace is irreversible. Always preview before replacing.

Archiving Campaigns

Archive completed campaigns to hide them from the default list:

1. Click More Options (⋮)
2. Select Archive (or Unarchive)

NOTE

Archiving is different from status. An archived campaign keeps its status (COMPLETED, etc.) but is hidden from the main list. Use the Include Archived filter to view archived campaigns.

Delete Campaign

To permanently remove a campaign, click the Delete button (trash icon) in the campaign header action area, or select Delete from the More Options (⋮) menu.

When deleting, you will be presented with options based on the campaign's content:

1. Delete Everything: If the campaign has no published content, you can permanently delete it and all drafts.
2. Move Content: You can choose to move all drafts and scheduled posts to another campaign before deleting this one.
3. Mark as Completed: If the campaign contains published content, it cannot be fully deleted to preserve analytics data. Instead, you can mark it as COMPLETED and then Archive it to hide it from your active view.

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Best Practices

1. Complete your Brand Profile first — AI relies on it for context
2. Use Planning Chat for complex campaigns — Let AI help brainstorm
3. Keep Key Messages specific — They directly influence generated content
4. Review before publishing — AI drafts are starting points, not final copy
5. Use status properly — Helps filter and organize your marketing efforts
6. Archive old campaigns — Keeps your workspace clean while preserving history