Campaigns in Planable group related posts, media, links, briefs and to-dos in one place, show them on your content calendar, and report how the campaign's published posts performed.
→ How to create a campaign
→ How to set up a campaign
→ Add a to-do list to a campaign
→ See campaign posts in the calendar
→ Manage campaign media
→ Track campaign performance with campaign analytics
→ Campaign limits per plan
→ Frequently asked questions
A campaign in Planable is a shared space for one marketing initiative, such as a product launch or a seasonal promotion. Goals, briefs, media assets, and the posts themselves live together, so your team stops searching across tools for campaign information.
Campaigns also appear directly on the content calendar. You see what each campaign communicates and when, which makes it easier to plan and coordinate.
How to create a campaign in Planable
There are two ways to create a campaign: from the Campaigns section, or from the post composer while you write a post.
Create a campaign from the Campaigns section
- Go to the Campaigns section in the left sidebar.
- Click Create new campaign, or click the Create campaign card in the campaigns grid.
Create a campaign from the post composer
- Open the post composer and click Campaign at the top.
- In the dropdown, select Create new campaign.
Good to know: Creating and editing campaigns requires editing rights on the workspace. Users without editing rights can view campaigns but not change them.
How to set up a campaign
Each campaign has an icon and color, a name, a status, dates, links and a description. Fill in what your team needs.
Choose an icon and color
Pick an icon and a color that represent the campaign. They make each campaign easy to tell apart on the calendar.
Add a campaign name
Give the campaign a descriptive name your team will recognize.
Set the campaign status
A campaign has one of three statuses:
- Planning: the campaign is in its early stages.
- Active: the campaign is live and ongoing.
- Completed: the campaign has finished.
The Campaigns section has tabs for All, Active, Planning and Completed, so you can filter campaigns by status.
Set the campaign dates
Select a start date and an end date to define the campaign timeline.
Add campaign links
Click Add link to attach important resources, such as Google Drive folders, files, or links to other tools you use. Each link has a URL and an optional title.
Write a campaign description
Use the description as the campaign brief. Common details to include:
- Product information (what is being launched)
- Assets needed
- Target audience
- Marketing channels to use
- Campaign brief
How to add a to-do list to a campaign
Track campaign tasks in a checklist inside the campaign description. Your team can tick items off as work gets done, right next to the brief.
How to see campaign posts in the calendar
Open a campaign and click the Calendar tab to see the campaign and its posts on the calendar. Use it to spot gaps or clashes in the schedule and adjust plans before posts overlap.
How to view and manage campaign media
Open a campaign and click the Media tab to see all media uploaded to that campaign.
Select multiple files to run bulk actions, such as deleting them.
How to track campaign performance with campaign analytics
*Campaign analytics requires the Analytics add-on on the workspace. Without it, the Analytics tab shows an upgrade prompt instead of results.
Campaign analytics shows how the published posts in one campaign performed, combined into a single report. Use it to measure the results of a launch or promotion without adding up post metrics by hand.
- Go to the Campaigns section in the left sidebar.
- Open the campaign you want to measure.
- Click the Analytics tab at the top, next to Overview, Calendar and Media.
Which metrics campaign analytics shows
The Overview card at the top totals four metrics for the campaign:
- Posts: the number of published posts in the campaign.
- Impressions: the number of times the campaign's posts were shown to users.
- Engagements: the number of times people engaged with the campaign's posts through reactions, comments, shares and clicks.
- Engagement rate: engagements as a percentage of impressions (engagements divided by impressions).
Hover over the icon on any metric card to see its definition.
Find the best-performing posts in a campaign
Below the Overview, the top posts card ranks the campaign's posts. Switch the ranking between Impressions and Engagements to see which posts reached the most people and which drove the most interaction.
The posts table at the bottom lists every campaign post with its individual metrics, so you can compare posts side by side.
Which posts and pages are included
- Published posts only. Drafts, scheduled posts, and archived posts are not counted.
- The whole campaign. Campaign analytics covers every published post in the campaign, without a date range filter.
- Selected pages only. Results include the pages selected in the sidebar page filter. Deselect a page to see the campaign's results without it.
- Supported channels: Facebook, Instagram, TikTok, YouTube, LinkedIn, and Google Business Profile business accounts.
Good to know: Planable refreshes post metrics when you open the Analytics tab. While the refresh runs, the metric cards show a loading state, and the numbers update when it finishes.
💡 Pro tip: Add posts to a campaign as you create them in the composer. Only posts assigned to the campaign show up in its analytics.
How many campaigns can you create per workspace?
The number of campaigns per workspace depends on your plan:
- Free trial: up to 3 campaigns per workspace
- Basic plan: up to 3 campaigns per workspace
- Pro plan: up to 10 campaigns per workspace
- Enterprise plan: custom limit, set with your Enterprise plan
When a workspace reaches its limit, Planable shows a message with how many campaigns you've used and your plan's maximum.
Frequently asked questions
Can I see analytics for a whole campaign in Planable?
Yes. Open the campaign and click the Analytics tab to see total posts, impressions, engagements and engagement rate for all of the campaign's published posts. This requires the Analytics add-on on the workspace.
How is campaign engagement rate calculated?
Engagement rate is the campaign's total engagements divided by its total impressions, shown as a percentage.
Why doesn't a post show up in campaign analytics?
Campaign analytics only counts posts that are assigned to the campaign, published, not archived, and on a page selected in the page filter. Check that the post meets all four conditions.
Can I filter campaign analytics by date?
No. Campaign analytics always covers every published post in the campaign. To review a specific date range, use the workspace Analytics section.
Who can create or edit a campaign?
Workspace members with editing rights can create and edit campaigns. Other members can open and view them.