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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