What it does: Coordinates multi-channel content distribution across social media and email. Select content, choose a campaign template, and ILLIXIS generates 5-7 varied social posts per article, schedules them over days or weeks, and creates email placeholders.

Key difference from single posts: Campaign Planner creates MEANINGFULLY DIFFERENT posts from the same article. Post #1 announces the content. Post #2 highlights a key insight. Post #3 asks a question. Post #4 shares behind-the-scenes. Post #5 creates urgency. All from one article.


When to Use Campaign Planner

Use Campaign Planner when you want:

  • Coordinated multi-day or multi-week promotion of one or more articles
  • Multiple social posts from the same content with different angles (not just resharing)
  • Template-driven distribution plans (product launch, blog post promo, sale, roundup)
  • Email + social coordination around a launch date

Don't use if you just want a single social post. Use Content Hub → Repurpose Content or Quick Social instead.


How It Works

Step 1: Create Campaign

From /campaigns/ list:

  1. Click a template card in the "Launch New Campaign" section
  2. Templates available:
  • Product Launch - 2-week launch with 5 posts (announcement, feature, social proof, behind-scenes, urgency)
  • Blog Post Promotion - 1-week push with 3 posts (announcement, educational, question)
  • Sale/Promotion - 7-day sale with 4 urgency-driven posts
  • Weekly Content Roundup - Promote 2-5 articles together
  • New Arrival Showcase - Products only, no blog content required
  • Flash Sale - 24-72 hour high-urgency sale
  • Evergreen Refresh - Re-promote older content (30+ days old)
  • Holiday Campaign - Seasonal/holiday content
  • Educational Series - Multi-part educational content
  • Brand Story - Behind-the-scenes storytelling
  • Custom Campaign - Full flexibility, no restrictions

Step 2: Configure Campaign

Fill in:

  • Campaign Name - e.g., "Summer Collection Launch"
  • Launch Date - When the campaign starts
  • Goal (optional) - e.g., "Drive 500 clicks to new collection page"
  • Description (optional)

Step 3: Select Content

Content selection is template-dependent:

  • Some templates require 1 article (Blog Post Promotion)
  • Some allow 2-5 articles (Weekly Roundup, Educational Series)
  • Some are products-only (New Arrival Showcase)
  • Some filter by content type (Sale/Promotion only shows Calendar Briefs with future dates)

Product selection (if template includes products):

  • Click "Select Products" to add featured products
  • Products display in-stock status (from Shopify sync if available)
  • Out-of-stock products are filtered out automatically

Filtered content: Templates pre-filter what content you see:

  • Sale/Promotion - Only Calendar Brief content (offers/holidays) with future dates
  • Evergreen Refresh - Only content 30+ days old
  • Custom Campaign - Shows ALL content

Step 4: Review Distribution Plan

The template automatically configures:

  • Social posts: How many, which platforms, which days, which post types
  • Email milestones: How many, which days, what guidance

You can customize this plan in the UI before creating the campaign.

Example (Product Launch template):
```
Social: 5 posts over 14 days

  • Day 0: Announcement post (Twitter, LinkedIn, Instagram)
  • Day 2: Feature highlight
  • Day 5: Social proof/testimonial angle
  • Day 8: Behind-the-scenes story
  • Day 12: Urgency/reminder

Email: 2 digests

  • Day 0: Launch announcement
  • Day 7: One-week recap
    ```

Step 5: AI Generates Social Posts

After clicking "Create Campaign":

  1. Campaign status = Draft
  2. ILLIXIS generates varied social posts for each day + platform combination in the background
  3. Posts appear in campaign detail view as Draft (editable)
  4. Campaign status updates to Ready when generation completes

Post variety example:
If template says 3 posts for 2 platforms (Twitter + LinkedIn), you get 6 posts total:

  • Twitter Day 0 Announcement
  • LinkedIn Day 0 Announcement (different wording than Twitter)
  • Twitter Day 3 Educational
  • LinkedIn Day 3 Educational
  • Twitter Day 6 Question
  • LinkedIn Day 6 Question

Each post has a DIFFERENT angle based on the post type guidance from the template.


Campaign Detail View

URL: /campaigns//

Shows:

  • Campaign info: Name, launch date, status, goal
  • Content sources: Which articles are included
  • Timeline by day: Social posts and emails grouped by day offset from launch
  • Engagement metrics: Likes, comments, shares, impressions (after posts are published)

What you can do:

  • Edit social posts - Click "Edit" on any draft post to revise text/hashtags
  • Regenerate posts - Click "Regenerate" to get AI to write a new variation
  • Skip posts - Mark posts you don't want to publish
  • Create emails - Click "Create Email" to go to Email Digest Builder (pre-filtered to campaign content)
  • Activate campaign - Schedule all posts and mark as Active

Campaign Activation

Before activation:

  • Review all social posts (click "Edit" to revise)
  • Create any emails you want (click "Create Email" on email placeholders)
  • Verify launch date and platforms

When you click "Activate":

  1. All draft/approved posts → Scheduled
  2. Scheduled datetimes calculated (launch date + day offset + rotating post times)
  3. Campaign status → Active
  4. Posts will publish on their scheduled dates (integration pending - currently manual)

Post times:
Posts rotate through default times: 9am, 12pm, 3pm, 6pm in your tenant timezone.


Campaign Management

Actions:

  • Pause - Temporarily stop an active campaign (posts won't publish)
  • Resume - Restart a paused campaign
  • Cancel - Permanently cancel (all pending posts marked as skipped)
  • Refresh Metrics - Sync engagement data from social platforms (when social publishing integration active)

Campaign statuses:

  • Draft - Being planned
  • Ready - Posts generated, awaiting activation
  • Active - Executing on schedule
  • Paused - Temporarily stopped
  • Completed - All assets published
  • Cancelled - Stopped permanently

Automation Schedule

Campaign Planner uses automated background processes to keep your campaigns running smoothly:

Scheduled campaign execution:
Campaigns execute at their configured launch date and time. Posts are queued for publishing based on the day offset and rotating post times (9am, 12pm, 3pm, 6pm in your tenant timezone).

Campaign status checks:
Every 15 minutes, the system checks all active campaigns for:

  • Posts due to be published
  • Campaigns that have completed (all posts published)
  • Status transitions that need updating

Reminder notifications:
You receive a reminder notification 24 hours before your campaign launch date. This gives you time to:

  • Review and approve any remaining draft posts
  • Make last-minute edits
  • Verify your content is ready

Post-campaign reports:
48 hours after a campaign completes, the system generates a performance report summarizing:

  • Total posts published
  • Engagement metrics (likes, comments, shares, impressions)
  • Best-performing posts and platforms
  • Recommendations for future campaigns

These automations run in the background - no action required from you unless you want to pause or cancel a campaign.


Editing Social Posts

Click "Edit" on any post:

  • Text - Revise the post copy
  • Hashtags - Add/remove/edit hashtags (comma-separated)
  • Status - Draft → Approved when you save edits

Regeneration:
Click "Regenerate" to get AI to write a completely new post with the same post type guidance. Old post is deleted, new post is created.


Email Integration

Campaign Planner creates email placeholders based on the template's email_config. These are NOT actual emails - they're milestones.

To create the actual email:

  1. Click "Create Email" on an email placeholder
  2. Redirects to Email Digest Builder with:
  • Campaign content pre-filtered
  • Campaign context passed
  • Guidance from template shown
  1. Build the email in Email Digest Builder (select blocks, edit, preview)
  2. Save and schedule the email there
  3. Email placeholder links to the EmailCampaign record

Campaign Templates

System templates (available to all tenants):
11 templates covering common scenarios (Product Launch, Blog Post Promotion, Sale, etc.)

Custom templates (tenant-specific):
You can create custom templates from the Templates page (/campaigns/templates/).

Template configuration:

  • content_config - What content can be selected (sources, types, min/max items, products)
  • social_config - Post count, platforms, duration, post types with guidance
  • email_config - Email count, day offsets, guidance

Usage tracking:
Templates track usage count and sort by most-used first (after default templates).


Social Post Types

Each post type creates a DIFFERENT angle on the same content:

| Post Type | Angle | Example |
|-----------|-------|---------|
| Announcement | Introduce content, excitement, "new" angle | "We're excited to share our guide to..." |
| Feature Highlight | ONE key insight or benefit | "The key insight from our latest article:..." |
| Social Proof | Customer/reader perspective, relatable problem | "Many of you have asked about X..." |
| Behind Scenes | Creation process, inspiration, story | "Here's why we wrote this..." |
| Urgency | Don't miss this, FOMO, call to action | "If you haven't read this yet..." |
| Educational | Teach something, provide value in post itself | "Did you know that X? Here's why..." |
| Storytelling | Narrative hook, emotional connection | "Picture this: You're launching a product..." |
| Promotional | Clear benefits, what readers will learn | "Learn how to 10x your content reach..." |
| Question | Engage with a thought-provoking question | "What's your biggest content challenge?" |

Templates specify which post types to use on which days for strategic variety.


Platform-Specific Formatting

AI automatically adjusts posts for each platform:

Twitter/X:

  • Max 280 characters (strict)
  • Punchy, shareable, conversational
  • 1-2 hashtags maximum
  • Emojis sparingly

LinkedIn:

  • Professional tone with personality
  • 2-3 short paragraphs (under 700 chars)
  • Industry insights angle
  • 3-5 hashtags

Instagram:

  • Visual storytelling language
  • Emojis encouraged
  • 5-10 hashtags at end
  • "Link in bio" instead of direct link

Facebook:

  • Conversational, community-focused
  • 1-3 short paragraphs
  • Questions encourage engagement
  • 1-3 hashtags

Threads:

  • Conversational, authentic
  • Under 500 characters
  • 0-2 hashtags
  • Text-focused

Bluesky:

  • Under 300 characters
  • Authentic, community-focused
  • 1-2 hashtags
  • Early Twitter vibes

Tips

1. Choose the right template:
Don't force content into the wrong template. "Flash Sale" expects urgency-driven product content. "Educational Series" expects related articles that build on each other.

2. Edit before activating:
AI-generated posts are a starting point. Review and revise to match your brand voice before activating the campaign.

3. Stagger your content:
If you have 3 articles to promote, don't create 3 separate campaigns at once. Use "Weekly Content Roundup" to coordinate them.

4. Products + content work together:
"Product Launch" template works best when you pair blog content (problem/solution/benefits) with actual products (what to buy).

5. Evergreen Refresh for older content:
Don't let your best content die after 30 days. Use "Evergreen Refresh" to re-promote high-performers with fresh angles.

6. Track what works:
After campaigns complete, check engagement metrics (Refresh Metrics button). Which post types got the most engagement? Which platforms performed best? Use that data for future campaigns.


Limitations

Current version:

  • Social post publishing is manual (posts marked as Scheduled, but you publish them yourself)
  • Social publishing integration pending (when active, posts will auto-publish)
  • Email digest creation still requires manual step (redirect to Email Digest Builder)
  • Metrics refresh requires manual button click (not auto-synced)

Template restrictions:
Some templates restrict content selection by source, type, or date. If you can't find your content in the selector, check the template's requirements. Use "Custom Campaign" for full flexibility.


Related Features

  • Content Hub → Repurpose Content - Generate single social posts from articles (no campaign coordination)
  • Email Digest Builder - Create email newsletters with content blocks
  • Social Media Publishing (coming) - Auto-publish scheduled social posts via social publishing integration
  • Distribution Planner - Alternative UI for planning content distribution (newer feature, single-content focus)

Keyboard Shortcuts

None. This is a point-and-click workflow.


Common Issues

"No content available to select"

  • Check template requirements. Some templates filter by content source or date.
  • "Sale/Promotion" only shows Calendar Brief content with future dates.
  • "Evergreen Refresh" only shows content 30+ days old.
  • Use "Custom Campaign" if you need to select ANY content.

"Posts aren't publishing"

  • Campaign activation schedules posts but doesn't auto-publish yet.
  • Social publishing integration pending. Currently, posts are marked as Scheduled and you publish them manually.

"Email didn't get created"

  • Campaign Planner creates email PLACEHOLDERS, not actual emails.
  • Click "Create Email" on the placeholder to go to Email Digest Builder.
  • Build and save the email there. It will link back to the campaign.

"Regenerated post is the same"

  • AI uses high temperature (0.8) for variety, but occasionally generates similar posts.
  • Click "Regenerate" again for a different variation.
  • Or click "Edit" and rewrite it yourself.

"Can't find my campaign template"

  • Default templates sort first, then by usage count.
  • Scroll down to see less-used templates.
  • Or use "Custom Campaign" and configure your own plan.

Next: Lead Magnets | Previous: Content Repurposing

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