A campaign is a dated list of posts. Each post is a slot on the campaign’s timeline, and you fill each slot with a video. Creating a campaign spends no credits. Credits are spent later, when a slot is made.
Before you start
- Add at least one song. A recipe needs a song in the workspace before it can make anything, and a campaign template asks you to choose songs.
- Connect the social accounts you want to post to. You can do this later, but a slot cannot reach an account that is not there. See Plan social content for a release.
- Fill in your artist profile and add your members. The campaign form reads them to suggest the cast and the brand line.
Start the campaign
Open Campaigns and choose New Campaign. If you don’t see the button, your role does not include writing campaigns, so ask a workspace owner.
You can also start from a release: open the release and choose Create Campaign. The campaign then links to that release, is named after it, and takes its planned date as a starting point.
If you would rather talk it through, the empty Campaigns page also offers to plan a campaign with an agent in chat.
Step 1: Choose Template
The page shows two tabs:
- Starters holds the recipes that come with SongPilot: Daily clip reel and Artwork + song.
- My Templates holds the recipes and campaign templates your workspace has built or copied.
Click a card to use it and move to the next step. To read a template first, hover the card and choose View. To build your own first, see Build your own social recipe and Save and manage your templates.
The two kinds of template behave differently, so the next step changes with your choice.
- A recipe makes a steady run of short videos: a set number of posts each day, topped up as days pass.
- A campaign template lays out a fixed plan of slots, each a set number of days before or after one date.
Step 2: Campaign Details
Every campaign has a Campaign Name and a Description. Both are filled in for you, and you can change them. Change at the top of the step goes back to the template list, as does Previous at the bottom.
If you chose a recipe
Posts per day takes 1 to 12 and starts at 3. Days to schedule ahead takes 1 to 30 and starts at 7. The hint under them shows how many slots the two numbers create. Check it before moving on, because it also drives the price.
Song library for clips decides which songs posts can draw on. All workspace songs uses everything. Selected songs only shows a Songs in pool list, and you need at least one song in it.
Brand & cast is filled from your profile and members. Members with likeness photos show an image icon on their badge. You can edit Cast line (auto from members) and Brand through-line (from profile bio). Optional default look and Optional default world stay blank unless you fill them, so nothing is invented from your genre.
What clips will feel like previews the short: its clips, its end card, and a total length. Each post starts from this direction, and you can edit any single post after creating the campaign. This preview spends no credits.
Start Date is the first day of posting. It defaults to the release date when that is still ahead, and otherwise to today. Avoid choosing a date in the past: every earlier post then counts as due straight away.
If you chose a campaign template
Choose Songs to Promote with Select Songs. At least one is required.
The date field reads Release Date or Start Date, depending on what the template counts from. A linked release supplies its planned date, and otherwise the date starts two weeks from today. Timeline Preview lists each slot with its date, so you can move the date and watch the plan shift.
Automation
The last block has two checkboxes and, when the first is on, a spending limit.
The first is Auto-create shorts every day for a recipe and Auto-run recipe when slots are due for a campaign template. It starts on for a recipe and off for a campaign template. If you switch from a recipe to a template with Change, it stays on, so check the box. With it on, you’ll see an estimate of what each post costs and an empty Credit limit for this campaign box. Left empty, every post asks for approval first, unless your workspace auto-approves AI spending in settings. Read Auto-create and credit limits before you rely on it.
Require approval before posting starts on. With it on, each finished video waits for someone to approve it. With it off, a finished video goes straight to ready. Neither setting posts anything by itself: posting is its own step, covered in Review, approve and post.
Create it
Choose Create Campaign. With Auto-create on, a dialog titled Turn on auto-create? states the estimated cost per post and in total or per day. Choose Create campaign in that dialog to go ahead, or Cancel to return to the form.
The new campaign opens on its timeline with the status Planning. Turning Auto-create on while you create the campaign needs a role that may spend credits, and the workspace needs credits or its own key. If either is missing, the campaign isn’t created and an error appears at the top of the form. Untick Auto-create and create it, or ask someone whose role can.
Change it later
- Name and description: open the campaign and choose Edit.
- Each post: open the slot’s Production plan. See The campaign timeline and slots.
- Pause or resume: on the Campaigns list, open a campaign’s menu. Pause Campaign shows only on an Active campaign. A new campaign is Planning and shows Mark as Active, so choose that first if you want to pause it. Completed and cancelled campaigns have neither. Paused campaigns don’t get their own tab, so look under All. Resuming a campaign that has Auto-create on needs a role that may spend credits.
- Deleting: the same menu offers Delete if your role allows it. It asks you to confirm, then removes the campaign.
What can go wrong
The create button is greyed out. The line above it reads Still needed: and names what is missing.
The song list is empty. Add songs to your workspace first, then come back. See Add your first song.
You got more slots than you wanted. Check the slot count before creating. Posts per day multiplies with days ahead, so 3 and 7 makes 21 slots.
