Managing Campaigns

In CreatorDB, you can manage your influencer marketing campaigns effectively using the campaign management features. This includes creating campaigns, managing team members, and tracking campaign progress.

Overview of campaign management

Campaign Management in CreatorDB allows you to organize and track your influencer marketing campaigns effectively. You can create campaigns, manage team members, and monitor progress through the Kanban board. This guide provides an overview of the key features and functionalities available for campaign management. Create a new campaign by clicking the Create Campaign button. You can set up campaign details, including the campaign name, duration, budget, and objectives. You can even specify your target audience demographic details and the platforms and content you’d like to sponsor in this influencer campaign. Once created, you can add team members and assign them roles based on their responsibilities. Manage campaigns easily within the CreatorDB Kanban board, where you can track the progress of each campaign and its associated creators. You can move cards across different stages, add comments, and update creator statuses to keep everyone on the same page. Use the campaign briefs to provide context and instructions for your team, ensuring that everyone understands the campaign goals and requirements. For details, see Managing campaigns in Kanban board view.

Campaign list user interface

The campaign list interface in CreatorDB provides a centralized view of all your campaigns, allowing you to easily manage and track them. From this interface, you can create new campaigns, search for existing ones, and access important campaign details at a glance. The interface is designed to help you stay organized and efficient in managing your influencer marketing efforts.

No.	Label	Description
1	Search campaigns	A search bar for finding campaigns by their name.
2	Archived campaigns	Opens a view of all archived campaigns.
3	Create campaign	Starts the campaign creation flow for configuring a new campaign.
4	Starred campaigns	A collapsible section that displays starred campaigns for quick access.
5	Campaign card	A card that shows the summary of a campaign. Displays the campaign name and key metadata.
6	Starred campaign	Click to star or unstar a campaign. Starred campaigns appear in the Starred campaigns section.
7	More actions	The Actions button that shows a dropdown menu that allows you to perform additional actions based on your campaign role, such as editing or deleting it.
8	Campaign name	Displays the campaign name.
9	Campaign members	Displays the number of team members in the campaign.
10	Maximum campaign budget	Displays the campaign budget.
11	Country	Displays the country where the campaign is targeting.
12	Campaign date	Displays the duration of the campaign. Shows as a date range. When the campaign is a long term ongoing campaign, you can display it as Evergreen.
13	Social media platform	Displays the social media platform that the campaign is active on.
14	Your role	Displays your campaign role (e.g. Manager, Member, Viewer).
15	Status badge	Displays the current status of the campaign (e.g. Active, Complete, Draft).
16	Campaign member profile image	Displays profile images of team members assigned to the campaign, with a count of total members.
17	Recent	A collapsible section listing the last three campaigns you viewed.
18	All campaigns you’re in	A collapsible section listing all campaigns you are involved with, regardless of role.
19	Edit who’s in the organization	Opens the organization members window, where you can add or remove members.

Managing organizations

You need to be an organization Owner or Admin to manage organization settings and members. If you don’t have the necessary permissions, please contact your organization admin for assistance.
You must create an organization before you can create or manage campaigns in CreatorDB. Organizations serve as the top-level structure for managing your campaigns and team members.
Campaign management requires a paid plan. Free plan users can’t create organizations.

You can manage your organization settings and members in CreatorDB to ensure that the right people have access to the right campaigns and information. This includes managing organization roles and permissions, creating and editing organizations, and managing organization members.

Organization roles and permissions

CreatorDB organizations use a role-based permission system to control what each team member can do at the organization level. When you add a user to your organization, you assign them one of four roles — Owner, Admin, Member, or Guest — each with a different level of access. CreatorDB recommends assigning the most restrictive role that still allows a person to do their work.

Organization roles
Organization management permissions

Organization roles

The table below describes each role and its intended use.

Role	Description
Owner	Full control over the organization. Owners can manage billing, configure settings, manage all users, and create campaigns. Assign this role to organization admins and account holders only.
Admin	Can manage organization settings and users, and create campaigns, but cannot manage billing. Assign this role to team leads who need operational control without billing access.
Member	Can view the organization and its campaign list, but cannot change settings, manage users, or create campaigns. Assign this role to team members who work within campaigns rather than managing them.
Guest	Client sheet access only. Guests don’t see the campaign list or the Kanban board. When a Guest selects the organization, they see a list of the client sheets they’ve been invited to, and opening a campaign takes them to its client sheet. Guests don’t use a seat in the organization.

Organization management permissions

The table below shows which actions each role can perform at the organization level.

Permission	Owner	Admin	Member	Guest
Billing and settings
Manage billing and payments (for tool subscription)	✅ Yes	❌ No	❌ No	❌ No
Rename or archive the organization	✅ Yes	❌ No	❌ No	❌ No
Manage organization/project settings	✅ Yes	✅ Yes	❌ No	❌ No
User management
Invite users	✅ Yes	✅ Yes	❌ No	❌ No
Remove users	✅ Yes	✅ Yes	❌ No	❌ No
Assign/change roles	✅ Yes	✅ Yes (except Owner)	❌ No	❌ No
Campaigns
Create campaigns	✅ Yes	✅ Yes	❌ No	❌ No
View organization	✅ Yes	✅ Yes	✅ Yes	❌ No
View all campaign list	✅ Yes	✅ Yes	✅ Yes	❌ No
View campaigns and cards	✅ Yes	✅ Yes	✅ Yes	❌ No

Guests only have access to the client sheets they’ve been invited to. For details, see Managing Client Sheets.

For details on permissions within a campaign, see Campaign roles and permissions.

Plan limits

Campaign management depends on your plan:

Free plan users can’t create organizations. If you’re on the Free plan and don’t belong to an organization, CreatorDB prompts you to upgrade when you click Campaign.
Each plan allows a set number of organizations you own, members (seats) per organization, and active campaigns per organization. Guests don’t use a seat.
When an organization reaches its campaign limit, the Create campaign button is disabled and shows Campaign limit reached. The Campaign list heading shows the number of active campaigns out of the limit.
When an organization reaches its seat limit, the owner needs to upgrade to add more members.
If the organization’s active campaigns exceed the plan’s limit, for example after a downgrade, you need to archive or delete campaigns, or upgrade the plan, to restore access.
If the organization’s owner downgrades to the Free plan, the organization’s campaigns are locked until the owner subscribes again.

For the limits on each plan, see CreatorDB pricing.

Opening your organizations and campaigns

Every procedure on this page starts from these pages:

Click Campaign in the left sidebar.
The Organization list page appears.
Select an organization.
The Campaign list page appears. Select a campaign to open its Kanban board.

Creating an organization

On the Organization list page, click Create new organization, enter the organization name, and click Get started.

Editing an organization

Only the organization Owner can rename or archive an organization. On the Organization list page, click the organization’s name, type the new name, and click outside the field to save it.

Managing organization members

You must be an organization admin or owner to add or remove members.

Open the organization’s Campaign list.
Click the See who’s in the organization icon to the right of Create campaign.
Enter the email address of the person you want to add, choose a role (Admin, Member, or Guest), and click Invite.

The window title shows the seats used out of your plan’s limit, for example (1/1). When every seat is used, CreatorDB shows You need to upgrade to add more members to this organization. Guests don’t use a seat. To remove a member, click Remove next to their name.

You can manage and track campaign progress in CreatorDB. The campaign management features allows you to monitor the status of creators and their deliverables, as well as keep track of your team members campaign progress. You can also view campaign briefs and instructions to ensure that everyone is aligned on the campaign goals and requirements.

Campaign roles and permissions

CreatorDB campaigns use a role-based permission system to control what each team member can do. When you add a member to a campaign, you assign them to one of the four roles — Manager, Member, Viewer, or Guest — each with a different level of access. CreatorDB recommends assigning the most restrictive role that still allows a person to do their work.

Campaign roles
Campaign permissions

Campaign roles

The table below describes each role and its intended use.

Role	Description
Manager	Full control over the campaign. Managers can create, edit, and delete all campaign content, manage team membership, and configure campaign settings. Assign this role to campaign owners and leads.
Member	Can contribute to the campaign by working with cards and adding attachments, but cannot change campaign-level settings or manage other members. Assign this role to active contributors.
Viewer	Read-only access to campaigns and cards. Viewers can comment but cannot create or edit content. Assign this role to stakeholders who need visibility without edit access.
Guest	Client sheet access only. Guests can’t open the Kanban board; opening the campaign takes them to its client sheet. Assign this role to external clients.

Campaign permissions

The table below shows which actions each role can perform within a campaign.

Permission	Manager	Member	Viewer
Campaign
Archive/unarchive campaigns	✅ Yes	❌ No	❌ No
Delete campaigns	✅ Yes	❌ No	❌ No
View campaigns	✅ Yes	✅ Yes	✅ Yes
Edit campaign briefs	✅ Yes	❌ No	❌ No
Edit campaign swim lanes	✅ Yes	❌ No	❌ No
Members
View campaign members	✅ Yes	✅ Yes	✅ Yes
Add/remove campaign members	✅ Yes	❌ No	❌ No
Change campaign roles	✅ Yes	❌ No	❌ No
Assign team members	✅ Yes	✅ Yes	❌ No
Cards
Add cards	✅ Yes	✅ Yes	❌ No
Duplicate card	✅ Yes	✅ Yes	❌ No
Edit cards	✅ Yes	✅ Yes	❌ No
View cards	✅ Yes	✅ Yes	✅ Yes
Delete cards	✅ Yes	✅ Yes	❌ No
Move cards	✅ Yes	✅ Yes	❌ No
Comment	✅ Yes	✅ Yes	✅ Yes
Update a creator status	✅ Yes	✅ Yes	✅ Yes
Upload attachments (links, screenshots, assets, etc.)	✅ Yes	✅ Yes	❌ No
Tags
View tags	✅ Yes	✅ Yes	✅ Yes
Create, edit, and delete campaign tags	✅ Yes	❌ No	❌ No
Add/remove tags on cards	✅ Yes	✅ Yes	❌ No
Client sheet
Create a client sheet	✅ Yes	❌ No	❌ No
Add cards to the client sheet	✅ Yes	✅ Yes	❌ No

Campaign statuses

A campaign can have one of the following statuses:

Status	Description
Draft	The campaign details are being finalized, and the campaign is not running yet.
Planned	The campaign details have been finalized, but the campaign is not running yet.
Active	The campaign is running and accepting contributions.
Complete	The campaign has finished.
Archived	The campaign has been archived and appears on the Archived campaigns page.

Creator statuses on the Kanban board

Within a campaign in the Kanban board view, creators can have different statuses to indicate their level of engagement and progress. If you have management role permissions, you can also add custom statuses as needed. The following default statuses are used to track creators in a campaign:

Status	Description
Creator negotiation	The agency is negotiating with the creator the campaign deliverables, pricing, and terms.
Client negotiation	The agency is negotiating with the client the selected creator’s campaign deliverables, pricing, and terms.
Approved	The client has approved the selected creator’s campaign deliverables, pricing, and terms.

Creating a campaign

Open the organization’s Campaign list and click Create campaign.
The Create new campaign panel appears.

The campaign form is a single scrollable form with three sections. CreatorDB saves your entries as a draft automatically while you fill in the form. If you close the panel before you click Create campaign, a Draft saved message appears and the campaign keeps the Draft status.

Fill in Step 1: Campaign details.
a. Enter the Campaign name.
b. Select the Campaign date.

Select Evergreen campaign (no end date) if the campaign is a long term ongoing campaign without a specific end date.
c. Enter the Budget.
d. Select the Campaign goals.
e. Optional: Enter a Campaign overview.

Fill in Step 2: Target audience.
- For Gender and Age, select No preference if you don’t want to specify.
- To select more than one country, click Add country.
a. Select the Gender ratio.
b. Select the Age range.
c. Select the Country.
d. Optional: Select the City.
e. Select the Platform & deliverable.

The platform and deliverable can’t be changed after the campaign is created, and only creators with the selected platforms can be added.

Optional: Fill in Step 3: Brand details (optional).
a. Enter the Brand name.
b. Select the Industry.
c. Enter the brand Website.
d. Select the brand’s Country.
e. Optional: Select the City.
f. Enter a Description of the brand.

Click Create campaign.
The Select creator’s group and add them to campaign window appears.

Add a creator group to the campaign.
- You need to create a group before you can add it to a campaign. For details, see Creating a group.
- You can also search and add a group by name if you have many groups in your organization.
- Creators without the selected platform will not be added.
- To add creators later, click Skip for now.
a. Select a creator group.
b. Click Add to campaign.
The campaign is created.

Editing a campaign

Open the organization’s Campaign list.
Click the Actions (…) button on the campaign card and select Edit campaign details.
The Edit campaign details panel appears.
Edit the campaign fields (see Creating a campaign) and click Save campaign.

The platform and deliverable can’t be changed after the campaign is created.
If the campaign is still a draft, the panel title is Create new campaign and the button reads Create campaign.

Adding campaign members

Organization owners, organization admins, and campaign managers can add or remove campaign members and assign their roles. For details, see Organization roles and permissions and Campaign roles and permissions. Open the campaign card’s Actions (…) menu and select See who’s in the campaign, or click the See who’s in the campaign icon at the top of the campaign’s Kanban board. Then enter an email address, choose a role (Manager, Member, Viewer, or Guest), and click Invite. For a screenshot, see Inviting campaign members.

To give an external client access to the campaign’s client sheet only, assign the Guest role. The client needs a CreatorDB account to open the client sheet.

Archiving, unarchiving, and deleting a campaign

You must be a campaign manager to archive, unarchive, or delete a campaign.

Archive: on the Campaign list, open the campaign card’s Actions (…) menu, select Archive campaign, and click Archive.
View archived campaigns: on the Campaign list, click Archived campaigns.
Unarchive: on the Archived campaigns page, open the campaign’s Actions (…) menu and select Unarchive campaign. The campaign moves back to the campaign list.
Delete: open the campaign card’s Actions (…) menu, select Delete campaign, and click Delete. This can’t be undone.

Getting Started

CreatorDB User Guide

Tutorials

FAQs

Managing Campaigns

Overview of campaign management

Campaign list user interface