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Creating a campaign turns the plan into actual workspace work. Build the campaign around a clear customer action and keep every asset connected to that action.
What this guide helps you do
- Create a campaign record or working plan.
- Prepare draft assets for the selected channels.
- Keep tracking and follow-up connected from the start.
Before you start
- Have a campaign brief or at least a clear offer and audience.
- Know which channels will be used.
- Prepare links, media, and approval owner.
Do it manually
- Open Marketing, Workspace, or the campaign area your team uses.
- Create the campaign with name, goal, dates, audience, and offer.
- Add or draft assets such as page updates, broadcasts, newsletters, social posts, forms, and checkout links.
- Add tracking links and owner tasks.
- Review every asset in its editor.
- Schedule or publish only after approval.
Ask Faster AI
- Create a marketing campaign for [offer]. Prepare the Audience, landing page outline, email, social posts, tracking, and follow-up tasks as drafts.
- Turn this campaign brief into workspace tasks and content drafts.
- Review the campaign assets and tell me what is missing before scheduling.
Review before saving or publishing
- Confirm campaign name, dates, Audience, links, sender, and tracking.
- Preview each customer-facing asset.
- Keep drafts unpublished until the approval owner signs off.
Common issues and fixes
- If assets are scattered, ask AI to summarize the campaign and list draft locations.
- If timing conflicts, adjust scheduled posts and emails before launch.
- If the campaign lacks a clear next step, add a page, form, checkout link, or booking path.
Use it in daily operations
- Use one campaign record or document to coordinate production.
- Assign owners for copy, design, Audience, and final approval.
- Review results after launch and attach learnings to the campaign.
Team handoff
- Write down what changed, who owns the next review, and which page, customer record, campaign, or plugin record should be checked next.
- If the work affects customers, include the public URL, test result, and any unresolved placeholder media in the handoff note.
- When Faster AI helped prepare the change, ask it to summarize the draft and review checklist so a teammate can approve the work without retracing every click.
Course marketing before recording
For how to turn a course idea into a demand-building campaign before the lessons are recorded, read the course marketing article. How to Market Your First Online Course (Before You Record It).
Weekly analytics review
For how campaign links and tracked actions make the next weekly review useful, read the website analytics article. Making Sense of Your Website Analytics in 15 Minutes a Week.
Event marketing timeline
For how an event campaign should sequence list, public, partner, proof, final-days, and follow-up assets, read the event marketing checklist. The Event Marketing Checklist: Fill Seats Without Paid Ads.
Holiday campaign sprint
For a practical campaign build order that keeps offer, page, email, social, and tracking connected, read the holiday campaign sprint. Planning a Holiday Campaign in One Afternoon.
Coupon urgency without discount fatigue
For how to use urgency and coupon codes inside a campaign without making full price feel meaningless, read the coupon urgency article. Coupons That Create Urgency Without Cheapening Your Brand.
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