Lately.AI Feature Guide

Campaign Tags Tab

Campaign Tags Tab

The Campaign Tags section lets you manage campaigns, ensuring your social media content aligns with specific messaging and tracking needs.

✅ Why Use Campaigns?

  1. Assign specific key messaging to a campaign for targeted post generation
  2. Track analytics based on one or multiple campaigns for comparison

🔹 How to Manage Campaign Tags:

  • Default Campaigns:
    1. “Foundational” – Your primary campaign
    2. “Imported” – Automatically assigned to posts published outside Lately.ai
  • Edit a Campaign:
    1. Click the three-dot menu next to a campaign
    2. Select "Edit", make changes, and Save
  • Remove a Campaign:
    1. Click the three-dot menu and select "Remove" (Note: The Foundational campaign cannot be removed)
  • Add a New Campaign:
    1. Click "Add Campaign Tag"
    2. Enter a name, nickname, description, and select a tag color
    3. Click Save

🔹 Assigning Key Messaging to a Campaign:

  • Select a campaign in Setup > Key Messaging
  • Learn more by watching our “What Does This Tab Do: Key Messaging” video

🔹 Filtering Campaigns in the Dashboard:

  • Click the Filter Campaigns (funnel icon)
  • Select which campaigns to display
  • A blue bar appears at the top indicating filtered view
  • To reset, click "Clear" or reselect visible campaigns in the Filter Campaign menu

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