> ## Documentation Index
> Fetch the complete documentation index at: https://docs.creatordb.app/llms.txt
> Use this file to discover all available pages before exploring further.

# Managing Campaigns

> Understand how to use campaign management features in CreatorDB to organize and track your 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](/creatordb_app/user_guide/campaigns/kanban_board_view.md).

## 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.

![Campaign list interface](https://mintcdn.com/creatordb-589c46f5/mBmAJrUVyZwiYyoT/creatordb_app/images/user_guide/campaigns/managing_campaigns/campaign_list.png?fit=max\&auto=format\&n=mBmAJrUVyZwiYyoT\&q=85\&s=47b42ce42e6a627b7f1eb9ae262e78b3)

| 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

> [!WARNING]
>
> * 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-roles)
* [Organization management permissions](#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 |

> [!NOTE]
>
> Guests only have access to the client sheets they've been invited to. For details, see [Managing Client Sheets](/creatordb_app/user_guide/campaigns/client_sheets.md).

For details on permissions within a campaign, see [Campaign roles and permissions](#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](https://www.creatordb.app/pricing).

## Opening your organizations and campaigns

Every procedure on this page starts from these pages:

1. Click **Campaign** in the left sidebar. \

   The **Organization list** page appears.
2. Select an organization. \

   The **Campaign list** page appears. Select a campaign to open its Kanban board.

![Campaign organization list page](https://mintcdn.com/creatordb-589c46f5/mBmAJrUVyZwiYyoT/creatordb_app/images/user_guide/campaigns/shared/organization_list.png?fit=max\&auto=format\&n=mBmAJrUVyZwiYyoT\&q=85\&s=a339581f2933a9bf5d2e49223124e3bc)

### Creating an organization

You need a paid plan to create an organization. You become the Owner of any organization you create. Each plan allows a set number of organizations you own; if you reach it, the message **You've reached the organization limit for your plan** appears. For details, see [CreatorDB pricing](https://www.creatordb.app/pricing).

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.

1. [Open the organization's **Campaign list**](#opening-your-organizations-and-campaigns).
2. Click the **See who's in the organization** icon to the right of **Create campaign**.
3. 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.

## Managing campaigns

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-roles)
* [Campaign permissions](#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.

Guests cannot perform any campaign management actions, but they have client sheet permissions. For details, see [Managing Client Sheets](/creatordb_app/user_guide/campaigns/client_sheets.md).

| 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

You must be an organization admin or owner to create a campaign in CreatorDB. If you don't have the necessary permissions, please contact your organization admin for assistance.

1. [Open the organization's **Campaign list**](#opening-your-organizations-and-campaigns) and click **Create campaign**.\
    The **Create new campaign** panel appears.

> [!NOTE]
>
> 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.

![Create a campaign](https://mintcdn.com/creatordb-589c46f5/mBmAJrUVyZwiYyoT/creatordb_app/images/user_guide/campaigns/managing_campaigns/create_campaign_button.png?fit=max\&auto=format\&n=mBmAJrUVyZwiYyoT\&q=85\&s=4db74940b6b42dea0d80b9f036f22f53)

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

   > [!TIP]
   >
   > 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**.\


![Enter the campaign information](https://mintcdn.com/creatordb-589c46f5/mBmAJrUVyZwiYyoT/creatordb_app/images/user_guide/campaigns/managing_campaigns/create_campaign_step1.png?fit=max\&auto=format\&n=mBmAJrUVyZwiYyoT\&q=85\&s=e91d1b010ab5298a7bf00d482cd22652)

3. **Fill in Step 2: Target audience.**
   > [!TIP]
   >
   > * 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**.\

   > [!WARNING]
   >
   > The platform and deliverable can't be changed after the campaign is created, and only creators with the selected platforms can be added.

![Select the campaign's target audience](https://mintcdn.com/creatordb-589c46f5/mBmAJrUVyZwiYyoT/creatordb_app/images/user_guide/campaigns/managing_campaigns/create_campaign_step2.png?fit=max\&auto=format\&n=mBmAJrUVyZwiYyoT\&q=85\&s=d6788fd0556c6a3d678c0d0e3158340f)

4. **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.\


![Enter the brand information](https://mintcdn.com/creatordb-589c46f5/mBmAJrUVyZwiYyoT/creatordb_app/images/user_guide/campaigns/managing_campaigns/create_campaign_step3.png?fit=max\&auto=format\&n=mBmAJrUVyZwiYyoT\&q=85\&s=659d80023322e5538312435bc5a2ca9b)

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

![Click Create campaign](https://mintcdn.com/creatordb-589c46f5/mBmAJrUVyZwiYyoT/creatordb_app/images/user_guide/campaigns/managing_campaigns/create_campaign_submit.png?fit=max\&auto=format\&n=mBmAJrUVyZwiYyoT\&q=85\&s=13a6f8d2779f8e63c7198fa800839324)

6. **Add a creator group to the campaign.**
   > [!NOTE]
   >
   > * You need to create a group before you can add it to a campaign. For details, see [Creating a group](/creatordb_app/user_guide/managing_groups.md#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

You must be a campaign manager to edit a campaign. If you don't have the necessary permissions, please contact your organization admin for assistance.

1. [Open the organization's **Campaign list**](#opening-your-organizations-and-campaigns).
2. Click the **Actions** (...) button on the campaign card and select **Edit campaign details**. \

   The **Edit campaign details** panel appears.
3. Edit the campaign fields (see [Creating a campaign](#creating-a-campaign)) and click **Save campaign**.

> [!NOTE]
>
> * 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**.

![Campaign card Actions menu](https://mintcdn.com/creatordb-589c46f5/mBmAJrUVyZwiYyoT/creatordb_app/images/user_guide/campaigns/managing_campaigns/campaign_actions_menu.png?fit=max\&auto=format\&n=mBmAJrUVyZwiYyoT\&q=85\&s=87e26fa0d2e22248625ef463873b01a0)

![Edit campaign details panel](https://mintcdn.com/creatordb-589c46f5/mBmAJrUVyZwiYyoT/creatordb_app/images/user_guide/campaigns/managing_campaigns/edit_campaign_details.png?fit=max\&auto=format\&n=mBmAJrUVyZwiYyoT\&q=85\&s=96e8059a622ad2af8a94076db3d2fd25)

### 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](#organization-roles-and-permissions) and [Campaign roles and permissions](#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](/creatordb_app/user_guide/campaigns/kanban_board_view.md#inviting-campaign-members).

> [!TIP]
>
> 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.


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