How to Create a Campaign in Marketing Copilot

Learn how to create campaigns to organize your social media content. Campaigns help you group content by purpose, theme, or marketing initiative.

Before You Begin

• You must be logged in to your account at https://app.joinzipper.com
• You need permission to manage marketing copilot (typically organization owners and admins have this permission)
• Content items created (optional, can add later)

Steps

Step 1: Navigate to Marketing Copilot

1. Log in to your account at https://app.joinzipper.com/auth/login
2. From the dashboard, go to Marketing Copilot (or Marketing → Content Library)
3. Click Campaigns (or find campaigns section)

What happens next: You'll see campaigns list and create options.

Step 2: Open Create Campaign

1. On the Campaigns page, look for Create Campaign button
2. Click Create Campaign
3. Campaign creation form will open

What happens next: You'll see fields to enter campaign details.

Step 3: Enter Campaign Name

1. Name: Enter a clear name for your campaign (required)
   • Make it descriptive and easy to identify
   • Example: "Summer Promotion", "Product Launch", "Holiday Campaign"
   • Name helps organize and identify campaigns

Note: Campaign name is required and helps you identify campaigns.

Step 4: (Optional) Let AI Auto-Label Campaign

1. AI Auto-Labeling (if available):

   • Enable AI auto-labeling option
   • AI analyzes content and suggests labels
   • Helps organize campaigns automatically

2. Auto-labeling benefits:

   • Saves time organizing content
   • Consistent labeling
   • Helps with campaign management

Note: AI auto-labeling helps organize campaigns automatically.

Step 5: Assign Content Items (Optional)

1. Add content to campaign (if you have content):

   • Browse available content items
   • Select content items to add
   • Add multiple items if needed

2. Or add content later:

   • Create campaign first
   • Add content items later
   • Assign content as you create it

Note: You can add content during creation or assign it later.

Step 6: Save Campaign

1. Review your campaign details:
   • Name is clear and descriptive
   • AI labeling is configured (if applicable)
   • Content is assigned (if applicable)
2. Click Save (or Create Campaign)
   • Campaign will be created
   • You'll see it appear in campaigns list
   • You'll see a confirmation

What happens next: Your campaign will be created and:

• Available for organizing content
• Visible in campaigns list
• Ready to assign content items
• Can be edited or deleted later

Managing Campaigns

After creating campaigns, you can:

1. Assign content: Add content items to campaigns
2. Edit campaigns: Update campaign details
3. Delete campaigns: Remove campaigns if no longer needed
4. Organize content: Group content by campaign

Tips

• Use clear, descriptive campaign names
• Use AI auto-labeling to save time
• Organize content into campaigns for better management
• Create campaigns for specific marketing initiatives
• Review campaigns regularly

Troubleshooting

Problem: I don't see Create Campaign option Solution: Check that:

• You have permission to manage marketing copilot
• Campaigns feature is available
• You're viewing the Campaigns section

Solution: Verify you have access to Marketing Copilot. Contact your organization owner if needed.

Problem: I can't save the campaign Solution: Check that:

• Campaign name is filled in (required)
• All required fields are completed
• Campaign creation is working

Solution: Make sure campaign name is entered. Check for error messages.

Problem: I can't assign content to campaign Solution: Check that:

• Content items exist
• Content is available for assignment
• Campaign is created and saved

Solution: Verify content exists and campaign is saved. Assign content after campaign is created.

Problem: AI auto-labeling isn't working Solution: Check that:

• AI auto-labeling feature is available
• Content is available for analysis
• Feature is enabled

Solution: Verify AI auto-labeling is available. Contact support if feature isn't working.