Plan Content Campaigns
Why plan campaigns in CMP
Section titled βWhy plan campaigns in CMPβContent produced without a plan tends to be reactive β someone requests a blog post, it gets written in isolation, and it publishes without connection to broader business goals. Campaign planning in CMP changes this by grouping content around a shared objective, timeline, and audience. Every piece of content has context: why it exists, who it is for, and when it needs to go live.
Planning in CMP also makes workload visible. Instead of discovering bottlenecks when deadlines pass, you can see capacity constraints before they cause problems.
What you will do
Section titled βWhat you will doβ- Create a campaign with objectives and timeline
- Add content items to the campaign
- Set up the content calendar with publish dates
- Assign tasks to team members
- Track progress using campaign dashboards
Create a campaign
Section titled βCreate a campaignβNavigate to Campaigns in the CMP sidebar and select New Campaign.
Fill in the campaign brief:
- Campaign name β A descriptive name your team will recognize (e.g., βQ2 Product Launchβ or βSummer Sale 2026β)
- Objective β What this campaign aims to achieve (e.g., βDrive 500 trial signups for the new analytics featureβ)
- Target audience β Who the content is for (e.g., βMarketing managers evaluating analytics toolsβ)
- Key messages β The core points every content piece should reinforce
- Start and end dates β The campaignβs active window
- Success metrics β How you will measure whether the campaign worked
The campaign brief serves as the single source of truth for everyone contributing content. Writers reference it for messaging. Reviewers check content against it for alignment. Stakeholders track it for progress.
Add content items
Section titled βAdd content itemsβWith the campaign created, add the individual pieces of content it will include.
Select Add Content within your campaign. For each item, specify:
- Content type β Blog post, landing page, social post, email, video script, or custom types your team has defined
- Title β Working title for the content
- Owner β The person responsible for producing it
- Due date β When the final version needs to be ready
- Workflow β Which approval process this content follows (your CMP admin configures available workflows)
You can add content items one at a time or use Bulk Add to create multiple items from a template. For recurring campaigns, duplicate a previous campaign to reuse its content structure.
Set up the content calendar
Section titled βSet up the content calendarβSwitch to the Calendar view to see all campaign content plotted against dates.
Arrange your content by dragging items to their planned publish dates. The calendar highlights:
- Gaps β Days or weeks with no content scheduled
- Clusters β Days with too many items competing for audience attention
- Conflicts β Items assigned to the same person with overlapping deadlines
Use the calendar to balance your publishing cadence. Spreading content evenly across the campaign window gives each piece room to perform and prevents your team from facing deadline pileups.
Filter the calendar
Section titled βFilter the calendarβThe calendar supports filters to focus on what matters:
| Filter | Use case |
|---|---|
| Content type | See only blog posts, or only social media |
| Owner | View one team memberβs assignments |
| Status | Show only items in a specific workflow stage |
| Channel | Filter by distribution channel (web, email, social) |
Assign tasks
Section titled βAssign tasksβEach content item can be broken into tasks. A blog post might need tasks for writing, graphic design, SEO review, and legal approval.
Open a content item and select Add Task. For each task:
- Task name β What needs to be done (e.g., βWrite first draft,β βCreate header imageβ)
- Assignee β Who is responsible
- Due date β When this task must be completed
- Dependencies β Tasks that must finish before this one can start (e.g., βWrite first draftβ must complete before βEditorial reviewβ)
When you set dependencies, CMP automatically adjusts the content itemβs timeline. If the writing task slips by two days, downstream tasks shift accordingly, and the calendar updates to reflect the new schedule.
Notify assignees
Section titled βNotify assigneesβAssignees receive notifications when:
- A new task is assigned to them
- A dependent task completes, unblocking their work
- A due date is approaching (configurable: 1 day, 3 days, or 1 week before)
- A reviewer requests changes on content they own
Track campaign progress
Section titled βTrack campaign progressβThe Campaign Dashboard provides a real-time view of how the campaign is progressing.
Key indicators on the dashboard:
- Content completion β Percentage of items that have reached βPublishedβ status
- On-track vs at-risk β Items color-coded by whether they are ahead, on schedule, or behind
- Team workload β Bar chart showing how many active items each team member owns
- Workflow bottlenecks β Stages where content is accumulating (e.g., five items waiting in βLegal Reviewβ)
Act on bottlenecks
Section titled βAct on bottlenecksβWhen you spot a bottleneck:
- Click into the congested workflow stage to see which items are stuck
- Check the assigned reviewerβs workload β they may be overloaded
- Reassign items to another qualified reviewer, or escalate by adding a comment tagging a manager
- Adjust due dates if the delay affects downstream content
Regular dashboard checks β daily during active campaigns β help you catch problems early enough to adjust.
Best practices
Section titled βBest practicesβ- Start with the brief β Resist the urge to create content items before defining campaign objectives. The brief aligns everyone.
- Use templates β If your team runs similar campaigns regularly, save a campaign as a template to avoid rebuilding the structure each time.
- Set realistic timelines β Build buffer time between task due dates. Content production rarely follows the optimistic path.
- Review the calendar weekly β A five-minute calendar review catches scheduling conflicts before they become emergencies.
- Close completed campaigns β Archive finished campaigns to keep your workspace focused on active work.