1. Managing campaigns

Create a campaign

A campaign represents a key marketing initiative, goal, or activity that your team aims to accomplish, such as product launches, website updates, seasonal promotions, or digital ad strategies. Creating a campaign is the starting point for planning and organizing work, as well as delegating responsibilities.

Note

To create a campaign, you must have a Stream Admin app role or an Organization Admin or Organization Owner role in Sitecore Cloud Portal.

After you create a campaign, you can define its deliverables to outline the intended outcomes, and each deliverable can be divided into actionable tasks.

To create a campaign:

  1. In the navigation menu, click Strategy. Then, in the left sidebar, select Campaigns.

  2. On the Campaigns page, click Create campaign.

  3. In the Create campaign dialog, enter the following:

    • Campaign name - enter a descriptive name for the campaign, up to 255 characters.

    • Start date and Due date - pick the campaign's start and end dates from the calendar. The system calculates and displays the campaign duration in the Total days field.

  4. Optionally, you can do the following:

    • In the Campaign description field, enter a short summary of the campaign.

    • In the Labels field, enter or select up to five tags to categorize the campaign.

    • In Brand kit, select a brand kit that you want to link to this campaign.

    • To add a thumbnail image for your campaign, click Upload or drag and drop the image file. Supported files include .pjp, .jfif, .jpe, .pjpeg, .jpeg, .jpg, .png, .gif, .webp, .sgvz, .svg, .jpg, .jpeg, .png, .gif, .webp.

  5. Click Create. You are redirected to the campaign's Overview page.

You've now successfully created a new campaign. Next, you can add deliverables to the campaign, edit the campaign details, or attach relevant campaign files.

If you have suggestions for improving this article, let us know!