Campaigns
A campaign is a coordinated push. A product launch, a hiring sprint, a conference, a fundraise. It runs alongside your regular cadence and keeps every related post on the same message.
Every campaign has an objective, a few key messages, target platforms, and a date range. Posts tagged to the campaign inherit that context, so drafts stay on message even if you spread them across three weeks and several platforms.
Creating a campaign
Go to Campaigns → New campaign. Fill in the brief.
| Field | What it's for |
|---|---|
| Name and objective | What the campaign is and why you are running it. Appears in chat whenever HERALD drafts a linked post. |
| Key messages | The 3 to 5 ideas that must land. HERALD checks every draft against these before sending it to you. |
| Color | Pick a color for this campaign. It tints the overview card and the detail hero, and colors the campaign chip that appears on every linked post across the board. |
| Platforms | Where the campaign lives. HERALD uses the right skill for each. |
| Date range | Scheduling window. Drafts outside the window are not counted in the campaign. |
| Reference links | Press releases, landing pages, launch announcements. HERALD reads them and uses them as context. |
Editing a campaign
All campaign fields (including the color) are editable after creation. Open the campaign detail page and click any field to update it. Changes apply immediately to how HERALD frames future drafts for that campaign.
Linking posts to a campaign
You do not have to set a post's campaign up front. There are two ways to link one later:
- From the post. On the review page, click the campaign chip in the post header (or the dashed + Campaign chip if it has none) and pick a campaign from the list. Choose No campaign to unlink it, or Open campaign to jump straight to its detail page.
- From the campaign. Open the campaign detail page and use Add content to search your existing posts and link them in bulk.
Either way, the post picks up the campaign color chip everywhere it appears and inherits the campaign's objective and key messages the next time HERALD drafts or revises it.
Campaign chips across the product
Once a post belongs to a campaign, a colored chip (a dot in the campaign color plus the campaign name) appears on that post wherever it shows up: kanban cards on the Pipeline, cards on the Calendar, rows in the Review list, and the item header inside the review page. Clicking the chip takes you to the campaign detail page. Posts with no campaign show no chip.