Campaigns, templates and hashtags
Group posts into campaigns and reuse content with templates and a hashtag library.
Campaigns#
A campaign groups related posts. Open Social Marketing → Campaigns.
| Field | Meaning |
|---|---|
| Name | Required. |
| Responsible | The user in charge. Defaults to you. |
| Start Date and End Date | The campaign's window. |
| Description | Rich text: goals, audience, notes. |
| Status | Draft, In Progress, Done or Cancelled. |
| Company | Multi-company setups only. |
Buttons in the form header move the status: start, mark done, cancel and reset to draft. A Posts button shows the campaign's posts, and new posts created from there are attached to the campaign.
Filters: My Campaigns, In Progress. Group by Status or Responsible.
Attach a post to a campaign in the post form, or in the compose wizard. The campaign's post count updates automatically.
Templates#
A template saves a message, image, link and hashtags you use again and again. Managers manage them under Social Marketing → Configuration → Templates; everyone can use them.
| Field | Meaning |
|---|---|
| Name | Required. |
| Message | Required. |
| Image and Link | Optional. |
| Hashtags | From the library. |
| Target Platform | Optional label saying the template is meant for one platform. It is informational: nothing filters templates by it yet. |
| Archived | Hide it without deleting it. |
Pick a template in the post form or the compose wizard and its content fills the fields. You can then edit before saving.
Hashtags#
The hashtag library is a shared, colour-tagged list, under Social Marketing → Configuration → Hashtags. It is an editable list: click a row to change it, or add a line at the bottom.
- Names are stored without the
#, and each name must be unique. - Users can create hashtags, but only Managers can delete them.
- Attach hashtags to templates and posts, then use Insert Hashtags into Message on a post to append them to the text as
#name. - Hashtags returned by an AI content request are matched by name and created when they do not exist yet.
Tip
Keep the library short and deliberate. A dozen well-chosen hashtags beat a hundred one-offs, and the colour makes them easy to scan on a post.