Create a New Campaign

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Before You Start
Creating a New Campaign
Additional Resources

Creating a campaign lets you write articles, upload videos, add images, polls, links, and more. You can deliver a single campaign design to email, mobile app, web experience, and any other system that you've connected to your Firstup platform. This article helps you with your most basic campaign creation steps, but we also have articles on creating specific styles of campaigns, like newsletters or polls.

Before You Start

This article assumes you are signed in to Creator Studio and have a role with permissions to create campaigns. To learn more about campaign publishing permissions, refer to this article.

This article covers the basics of creating campaigns with your default settings. Refer to Global and Individual Block Styles for more details on personalization.

Creating a New Campaign

From the left navigation menu, click Create, then select Campaign or click the Create Campaign button on the Campaigns page.

Note: Campaigns autosave as drafts after 30 seconds once a template or simple template is selected, or once a content block is added to a blank campaign. If you leave the page without explicitly saving changes made within that time frame, the changes will not be automatically retained. Edit drafts from the Draft tab by selecting the 3 vertical dots and clicking Edit.
Click Blank to create a new campaign, a simple template, or a pre-designed template.
Compose your post. (Refer to our block type articles to learn how to create specific blocks.)
- Using a simple template selection, the block is automatically created for you. When selecting a blank campaign, click on + Add block to add a block of content.
  
  Select your blocks from multiple categories and click the Select blocks button to return to the Design page.
- To add an additional block of content, hover over the block to choose from a selection of simple blocks, or click on the plus sign to choose from the full library of content blocks.
  
  You can also click on the block icon to add frequently used blocks.
Hover over existing content blocks to edit, duplicate, style (individually), save, or delete. Rearrange blocks by clicking on the six dots to the left of the block and dragging and dropping.
Click on the Style tab to review Global Styles panel for the entire campaign. Changes here apply to fonts, colors, and formatting styles to all blocks in your campaign that have not already been individually styled. Refer to Global and Individual Block Styles for more details.

Note: All font sizes are in px (not pt).
Click on the Cover tab to control how the content cover will appear in feed-like views such as the mobile app or web experience.

You may choose to Use text and images from content, or manually upload an image or select an existing image from the campaign, and add a title and description.

Note: Checking the “Use text and images from content” hides the title and description from the post details info panel in the member experience. This avoids replicating content in the post. However, if this option is unchecked, a new title and description will need to be added or the existing title and description will be duplicated in the info panel.

Example: "Use text and images from content" checked (title and description hidden from info panel)

Example: "Use text and images from content" unchecked (title and description duplicated in info panel)

Example: "Use text and images from content" unchecked (title and description updated)
Click Preview to send a test email for the campaign before publishing.
Once you've finished editing your campaign, you can click on the campaign menu to save it as a draft or a template and view other options.
Or click Deliver in the bottom navigation bar to move on to Deliver.
Configure the Deliver settings.
Click Review in the bottom right corner to review your campaign summary and projected delivery.
On the Review tab, review the campaign summary and projected delivery details.
Then schedule and click Publish to publish the campaign, or Content Creators can save the campaign as a draft for review by selecting the save icon from the top right corner.

Note: A scheduled or published campaign no longer autosaves. Leaving or refreshing the page without explicitly saving changes does not automatically retain your changes.