Create a campaign
A campaign represents an important initiative, goal, or requirement that your team aims to accomplish, such as marketing campaigns, product launches, or digital ad strategies. Creating a campaign is the starting point for planning and organizing work, as well as delegating responsibilities.
To create a campaign, you must have an Admin app role in Sitecore Stream 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:
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Log in to the Sitecore Cloud Portal and open the Stream app.
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In the Stream navigation menu, click Campaigns, then click Create campaign. If this is the first campaign, click Create first campaign.
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In the Campaign details dialog, enter the following:
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Campaign name - enter a descriptive name for the campaign, up to 255 characters.
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Start date and End date - enter the campaign's start and end dates. The system calculates and displays the campaign duration in the Total days field.
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Optionally, you can do the following:
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In the Campaign description field, enter a short summary of the campaign.
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In the Labels field, enter or select up to five tags.
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In the Brand kit field, if your organization has a brand kit that you want to link to, select the appropriate brand kit from the drop-down list.
NoteBrand kits are only available with Stream Premium. To learn more or discuss your options, contact your Account Manager.
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To add a thumbnail image for your campaign, click the default thumbnail next to the Campaign name field. Then, select another image, or click the plus icon
to upload a custom thumbnail.
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Click Save. You are redirected to the Overview page.
You've now successfully created a campaign. Next, you can add deliverables to the campaign, edit the campaign details, or attach relevant campaign files.