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Campaign planning
Working with initiatives
Group campaigns and assets under a single initiative to organize launches, promotions, and ongoing programs.
Campaigns overview
Understand the campaign object, key fields, and how it links to initiatives, assets, and A/B tests.
Commenting
Use @mentions, private comments, file attachments, and auto-linked URLs across objects.
Bulk edit mode
Select multiple items to update fields, clone, or delete in one action.
Initiative templates
Create reusable initiative playbooks with pre-planned campaigns, assets, and scheduling offsets.
Deleting an initiative
Remove an initiative and optionally bulk-delete all associated campaigns and assets.
Flows overview
Build and manage automated multi-step flows with a visual drag-and-drop canvas.
A/B testing overview
Set up, manage, and track A/B test variants across campaigns and flows.
Content & briefs
Assets overview
How assets work: filtering, bulk edit, associations, briefs, and delivery fields.
Custom brief templates
Create reusable brief templates with custom fields to standardize your team's briefing process.
QA checklists
Build custom QA checklists and attach them to campaigns or assets to ensure nothing gets missed before deployment.
Team resources
Store and organize static resources like brand guides, asset folders, and reference links for your team.
Custom themes
Create custom themes to tag campaigns, filter your calendar, and break down analytics by theme.