---
title: "Managing campaigns"
slug: "managing-campaigns"
abstract: "Overview of the Campaigns app as a centralized workspace for creating, managing, and organizing campaigns."
---
# Managing campaigns

**Campaigns** in **Strategy** serves as the central hub for managing marketing campaigns.

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. Campaigns can be created directly for planned initiatives or created from briefs. A campaign gives related briefs, deliverables, and tasks a shared context for planning and execution.

**Campaigns** brings campaign activities together so teams can plan, organize, and track work in one place. From here, you can create campaigns, add deliverables and tasks, edit campaign details, and monitor progress using different views to track status, workload, and timelines.

![The Campaigns page displays all campaigns within your organization.](https://doc.sitecore.com/api/markdown-image/sai/en/users/sitecoreai/images/sai-strategy-campaigns-page.png)

To open **Campaigns**, in the navigation menu, click **Strategy**. Then, in the left sidebar, click :mdiBullhornVariantOutline: **Campaigns**.

The **Campaigns** page shows all campaigns in your organization. It provides two ways to view campaigns:

- **List** - displays campaigns in a structured list, including their status, progress, due date, labels, and team members. You can sort and filter the list by status and brand kit.
- **Calendar** - displays campaigns according to their start and end dates, helping you plan the marketing year from a single view. Switch among **Month**, **3 months**, **6 months**, and **Year** views; create campaigns or adjust dates directly in **Month** view. For more information, see [Campaign calendar](https://doc.sitecore.com/sai/en/users/sitecoreai/plan-campaign-strategy/managing-campaigns/campaign-calendar.html "Campaign calendar").

To switch views, click **List** or **Calendar** on the **Campaigns** page.

## Campaign management process

Marketing initiatives can start from an idea or from a planned commitment. You can convert a brief into a campaign or create a campaign first and then associate briefs with it.

### Start with a brief

1. Create and refine a brief to establish the objectives, audience, message, and creative direction. You can do this manually or by using AI.
2. [Convert the brief into a campaign](https://doc.sitecore.com/sai/en/users/sitecoreai/plan-campaign-strategy/managing-briefs/convert-a-brief-into-a-campaign.html "Convert a brief into a campaign").
3. [Add deliverables](https://doc.sitecore.com/sai/en/users/sitecoreai/plan-campaign-strategy/managing-campaigns/add-a-deliverable-to-a-campaign.html "Add a deliverable to a campaign") to define the outcomes needed, then [add tasks](https://doc.sitecore.com/sai/en/users/sitecoreai/plan-campaign-strategy/managing-campaigns/add-a-task-to-a-deliverable.html "Add a task to a deliverable") to organize responsibilities.

### Start with a campaign

1. Use the [campaign calendar](https://doc.sitecore.com/sai/en/users/sitecoreai/plan-campaign-strategy/managing-campaigns/campaign-calendar.html "Campaign calendar") to review your annual plan, or [create a campaign](https://doc.sitecore.com/sai/en/users/sitecoreai/plan-campaign-strategy/managing-campaigns/create-a-campaign.html "Create a campaign") directly.
2. On the campaign's **Briefs** tab, link an existing brief or create a new one. Multiple briefs can capture additional requirements as planning evolves.
3. Add deliverables that represent the content or other marketing outputs needed for the campaign.
4. Create tasks under deliverables, assign team members, and use comments to collaborate.

> [!note]
> **Example**
> Marketing initiative: Running a digital ad campaign launch
>
> Campaign name: Spring Product Awareness Campaign
>
> Tools used: Strategy, Page builder Personalize mode, Analytics
>
> Tasks assigned to team members:
>
> -   Prototype campaign component's variant for a designer
>
> -   Create corresponding component's variants for a developer
>
> -   Create audience segments for a marketer
>
> -   Build personalized page variant for a content author
>
> -   Track performance using real-time analytics and compare variant effectiveness for a marketer
>
>
> Outcome: Streamlined collaboration across marketing, content teams, and developers. Faster go-to-market, and improved conversion tracking.

## Campaign overview

Selecting a campaign from the **Campaigns** page opens the campaign overview page, where you can manage campaign details and resources, plan deliverables and tasks, and coordinate work.

![The upper part of the Overview page is where you can view the campaign's name, status, labels, description and access the settings.](https://doc.sitecore.com/api/markdown-image/sai/en/users/sitecoreai/images/sai-strategy-campaigns-header-banner.png)

At the top of the page, you can:

- *View campaign information* - see the campaign's status, thumbnail, name, labels, description, and selected brand kit.
- *Manage campaign members and settings* - add or remove team members, or click the horizontal ellipsis icon :mdiDotsHorizontal: to edit or delete the campaign.
- *Monitor campaign progress* - use the progress bar to track task completion and elapsed time. For example, 9% indicates the percentage of completed tasks, while Day 11 of 31 shows how far the campaign has progressed through its scheduled duration.

The following tabs on the campaign overview page bring together the different aspects of campaign planning and execution, from managing deliverables and tasks, to associating briefs and supporting resources.

## Deliverables

The **Deliverables** tab lets you define and manage the outputs needed for your campaign, such as landing pages, media assets, or content items. Each deliverable represents a specific outcome and brings together the tasks required to complete it.

![The Deliverables tab lists all campaign deliverables.](https://doc.sitecore.com/api/markdown-image/sai/en/users/sitecoreai/images/sai-campaign-deliverables-and-tabs.png)

On this tab, you can:

- **View deliverables** - switch between *Thumbnail*, *List*, and *Calendar* views to organize and track deliverables. Use filters to narrow results by status and assignee, or search for specific deliverables.
- [Create deliverables](https://doc.sitecore.com/sai/en/users/sitecoreai/plan-campaign-strategy/managing-campaigns/add-a-deliverable-to-a-campaign.html) - define campaign outputs, set due dates, and organize related work by [adding tasks](https://doc.sitecore.com/sai/en/users/sitecoreai/plan-campaign-strategy/managing-campaigns/add-a-task-to-a-deliverable.html) related to the deliverable.
- [Edit deliverable details](https://doc.sitecore.com/sai/en/users/sitecoreai/plan-campaign-strategy/managing-tasks/edit-rename-or-delete-a-task-or-deliverable.html#edit-task-or-deliverable-details) - update a deliverable's status, assignee, priority, or due date.
- [Collaborate on a deliverable](https://doc.sitecore.com/sai/en/users/sitecoreai/plan-campaign-strategy/managing-tasks/add-comments-and-tag-team-members.html) - add comments and tag team members to share updates or request feedback.
- [Add a checklist](https://doc.sitecore.com/sai/en/users/sitecoreai/plan-campaign-strategy/managing-tasks/add-a-checklist.html) - track supporting requirements or reviews and mark checklist items as completed.
- [Rename](https://doc.sitecore.com/sai/en/users/sitecoreai/plan-campaign-strategy/managing-tasks/edit-rename-or-delete-a-task-or-deliverable.html#rename-a-task-or-deliverable) or [delete](https://doc.sitecore.com/sai/en/users/sitecoreai/plan-campaign-strategy/managing-tasks/edit-rename-or-delete-a-task-or-deliverable.html#delete-a-task-or-deliverable) a deliverable - change a deliverable's name or remove a deliverable that is no longer needed.

## Resources

The **Resources** tab  brings together supporting documents and images associated with your campaign, keeping relevant materials accessible to your team.

![The Resources tab displays all files and documents associated with the project.](https://doc.sitecore.com/api/markdown-image/sai/en/users/sitecoreai/images/sai-campaign-resources.png)

On this tab, you can:

- **Add resources** - click **Add resource** to upload campaign-related documents and images. 
- **Find resources** - search for files or filter them by type, such as Document or Image.
- **Access resources** - preview images, view file details, or download documents.
- **Remove resources** - click **Delete** :mdiTrashCanOutline: to delete files that are no longer needed.

## Briefs

The **Briefs** tab connects campaign execution with its strategic and creative direction. You can manage briefs created before the campaign or add new briefs as your planning evolves.

Each brief captures information such as objectives, target audiences, key messages, and creative requirements.

![The Briefs tab displays all briefs associated to a campaign.](https://doc.sitecore.com/api/markdown-image/sai/en/users/sitecoreai/images/sai-campaign-briefs.png)

On this tab, you can:

- **View and preview briefs** - access briefs associated with the campaign, including briefs that were [linked from the brief details page](https://doc.sitecore.com/sai/en/users/sitecoreai/plan-campaign-strategy/managing-briefs/link-a-brief-to-a-campaign.html "Link a brief to a campaign") or [converted into campaigns](https://doc.sitecore.com/sai/en/users/sitecoreai/plan-campaign-strategy/managing-briefs/convert-a-brief-into-a-campaign.html "Convert a brief into a campaign").
- **Add briefs** - [link an existing brief](https://doc.sitecore.com/sai/en/users/sitecoreai/plan-campaign-strategy/managing-briefs/link-a-brief-to-a-campaign.html#link-a-brief-from-the-briefs-tab) or [create a new brief](https://doc.sitecore.com/sai/en/users/sitecoreai/plan-campaign-strategy/managing-briefs/create-a-smart-brief.html#create-a-brief-from-the-briefs-tab) o define additional campaign requirements.
- **Edit briefs** - click **Go to brief** to open and [update its details](https://doc.sitecore.com/sai/en/users/sitecoreai/plan-campaign-strategy/managing-briefs/edit-a-brief.html "Edit a brief").
- **Unlink briefs** - [remove the brief's association](https://doc.sitecore.com/sai/en/users/sitecoreai/plan-campaign-strategy/managing-briefs/unlink-a-brief-from-a-campaign.html#unlink-a-brief-from-the-briefs-tab) with the campaign.


## Plan

The **Plan** tab provides a centralized view of all tasks associated with a campaign, including tasks under deliverables and tasks created directly within the campaign. Use it to organize work, manage assignments, and track progress.

![The Plan tab lists all campaign tasks.](https://doc.sitecore.com/api/markdown-image/sai/en/users/sitecoreai/images/sai-campaign-plan.png).

On this tab, you can:

- **View tasks** - switch between *List* and *Kanban* views to organize and track tasks. Use filters to narrow results by status and assignee, or search for specific tasks.
- [Create tasks](https://doc.sitecore.com/sai/en/users/sitecoreai/plan-campaign-strategy/managing-campaigns/add-a-task-to-a-campaign.html) - define an activity that needs to be completed, independently or as part of a campaign.
- [Edit task details](https://doc.sitecore.com/sai/en/users/sitecoreai/plan-campaign-strategy/managing-campaigns/manage-a-campaign-deliverable-or-task.html#edit-the-details-of-a-deliverable-or-task) - update a task's status, assignee, priority, or due date.
- [Create subtasks](https://doc.sitecore.com/sai/en/users/sitecoreai/plan-campaign-strategy/managing-campaigns/edit-rename-or-delete-a-task.html#add-a-subtask) - use subtasks to break down a larger task into smaller activities.
- [Collaborate on a task](https://doc.sitecore.com/sai/en/users/sitecoreai/plan-campaign-strategy/managing-campaigns/add-comments-and-tag-team-members.html) - add comments and tag team members to share updates or request feedback.
- [Add a task checklist](https://doc.sitecore.com/sai/en/users/sitecoreai/plan-campaign-strategy/managing-campaigns/add-a-checklist.html) - track supporting requirements or reviews and mark checklist items as completed.
- [Rename](https://doc.sitecore.com/sai/en/users/sitecoreai/plan-campaign-strategy/managing-campaigns/manage-a-campaign-deliverable-or-task.html) or [delete](https://doc.sitecore.com/sai/en/users/sitecoreai/plan-campaign-strategy/managing-campaigns/manage-a-campaign-deliverable-or-task.html#delete-a-deliverable-or-task) a task - change a task's name or remove a task that is no longer needed.



## Details & settings

The **Details & settings** tab lets Admins manage sites and campaign membership.

![The Settings tab enables Admins to manage campaign membership.](https://doc.sitecore.com/api/markdown-image/sai/en/users/sitecoreai/images/sai-campaign-settings.png)

On this tab, Admins can:

- [Approve or deny campaign join requests](https://doc.sitecore.com/sai/en/users/sitecoreai/plan-campaign-strategy/managing-campaigns/manage-campaign-access.html#UUID-62ac3956-7c65-52c9-49e4-4ad548ae3b99_section-idm234875226294475 "Approve or deny a join request").
- Remove themselves or other campaign team members.