Campaign Phases

Use phases to divide a campaign into stages, such as preparation and launch. Each phase can have a name, color, and dates. Phases are optional.

You need Editor or Manager access to manage them, including organization Admin or Owner access.

Manage phases

Use templateAdd phase

Tease

⋮

Start

Sep 1

End

Sep 10

Launch

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Start

Sep 11

End

Sep 20

Sustain

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Start

Sep 21

End

Sep 30

Save changes

Use the Phase Template

1. Open the campaign and select Content if needed.
2. Click Manage phases.
3. If there are no phases, click Use template.
4. Review the generated Tease, Launch, and Sustain phases.
5. Change the names, colors, or dates as needed.
6. Click Save changes.

The template divides the campaign period into stages. It requires campaign start and end dates. If those are missing, edit the campaign first.

Add a Phase Manually

1. Open Manage phases and click Add phase.
2. Enter a phase name, up to 120 characters.
3. Choose a color and optionally set dates.
4. Repeat for any other phases, then click Save changes.

You can leave dates blank when you only need a group for related posts. The campaign timeline uses the campaign dates where a phase has no dates of its own.

Edit Phase Dates

Open Manage phases, change the dates, and save. A phase's end cannot be before its start. Its dates must stay within the campaign period.

Phases can overlap. If a phase needs to extend beyond the campaign period, update the campaign dates before saving the phase.

Assign Posts to Phases

Choose a campaign on the post, then select one of its phases. On the campaign page, select a phase to filter the content list. See Linking Content to a Campaign.

The Analytics view also lets you inspect performance by phase.

Remove a Phase

1. Open Manage phases.
2. Click the remove icon beside the phase.
3. Click Save changes to apply the removal.

Questions

Do I have to use phases?

No. You can link posts directly to a campaign without phases.

What is the tease, launch and sustain template?

Use template creates Tease, Launch, and Sustain phases with dates based on the campaign period. Review them and click Save changes.

Why can I not use the template?

The template needs campaign start and end dates. Edit the campaign to add them first.

Can a phase have no dates?

Yes. Leave its dates blank if you only need a group for related posts.

Why will my phase dates not save?

Check that the end is not before the start and that both dates are within the campaign period.

Can phases overlap?

Yes. Phase date ranges can overlap.

What happens to posts on a phase I delete?

They remain linked to the campaign with no phase assigned.

How many phases can a campaign have?

A campaign can contain up to 100 phases.