Creating a Campaign

This guide walks you through every step of creating an organic campaign in ZorgSocial.

Starting a New Campaign

1. Go to Social Campaigns → Organic Campaigns in the sidebar.
2. Click the + New Campaign or Create Campaign button.
3. A dialog will appear asking you to give your campaign a name.
4. Enter a descriptive name (e.g., "Summer Sale 2026") and click Continue.

The Campaign Wizard

Creating a campaign uses a step-by-step wizard. Each step covers one aspect of your campaign. You can navigate between steps using the Next and Back buttons at the bottom.

Step 1 — Campaign Setup

Fill in the basic details:

• Campaign Name — You can update the name here too.
• Description — What is this campaign about? This helps the AI understand context.
• Start Date — When does the campaign begin?
• End Date — When does it end?
• Platforms — Which social platforms will this campaign post to?

Step 2 — Strategy Selection (Optional)

If you have an existing Social Strategy, you can link it to this campaign. This helps the AI generate content that aligns with your broader marketing plan.

• Link a Strategy — Browse your existing strategies and select one.
• Skip — Continue without linking a strategy.

Step 3 — Segments & Personas

Define who this campaign is targeting.

• Audience Segment — Choose a broad audience group (e.g., "Young Professionals", "Homeowners", "Tech Enthusiasts").
• Personas — If your strategy has audience personas defined, select the most relevant ones.

Step 4 — Purpose & Goals

Tell the AI what you want to achieve.

• Campaign Objective — Choose from options like:
  - Brand Awareness
  - Drive Website Traffic
  - Lead Generation
  - Product Launch
  - Event Promotion
  - Customer Engagement

• Custom Goal — Add a specific goal description if needed.

Step 5 — Key Messages & Tone

What do you want to communicate, and how?

• Key Messages — Write 2–4 bullet points with the core points you want every post to reinforce.
• Tone — Choose a tone (professional, casual, inspiring, urgent, etc.)
• Do and don't — You can add specific guidelines like "never use jargon" or "always mention our brand name".

Step 6 — Hashtag Generation

ZorgSocial's AI will generate a set of relevant hashtags for your campaign.

• Review the suggestions.
• Remove any that don't fit.
• Add your own custom hashtags.
• These hashtags will be available to use when posts are generated.

Step 7 — Posting Frequency

Set how often posts should be created:

• Posts per week — how many times a week to post.
• Preferred days — which days of the week.
• Preferred times — what time of day.

Step 8 — Asset Manager

Upload or select visual assets to use in this campaign's posts:

• Upload images or videos — drag and drop files.
• Pick from Repository — use previously stored assets.
• Pick from Media Studio — use AI-generated images or videos.

These assets will be available when the AI generates posts for this campaign.

Step 9 — Campaign Branding

Apply your brand identity to the campaign. This ensures all AI-generated posts reflect your brand's visual style and voice.

• If you have a [Brand Identity](../brand-manager/02-generate-your-brand.md) set up, you can select it here.
• The AI will use your brand colors, font preferences, and tone.

Step 10 — Post Generation

This is where the magic happens. The AI generates all the posts for your campaign based on everything you've filled in.

1. Click Generate Posts.
2. Wait for the AI to generate your post batch (this may take 15–60 seconds).
3. Review each generated post.
4. Edit any posts that need tweaking.
5. Approve the posts you want to include.

Saving and Activating

Once you're satisfied with the generated posts:

1. Click Save Campaign to save as a draft.
2. Or click Activate Campaign to start scheduling and publishing posts immediately.