Campaigns 101

Creating Campaigns

Start a new campaign, pick a platform, use templates, configure basics, publish, pause, and resume.

Start a new campaign from Campaigns

  1. Click Campaigns in the sidebar (/campaigns).
  2. Click + New campaign in the page header.
  3. The Choose platform modal lists: Instagram, TikTok, LinkedIn, Facebook, WhatsApp, Telegram, and Discord: each with platform icon and short description.
  4. Select a platform, you navigate to /campaigns/{platform}/new (e.g. /campaigns/instagram/new).

Start from Overview

  1. On /dashboard, click + New campaign.
  2. Same platform picker appears, select your platform.

Use a template during creation

  1. From /templates, hover a template card and click Use template.
  2. DMpro opens /campaigns/{platform}/new with flow nodes pre-populated.
  3. Edit trigger keyword, connected account, and flow steps on the canvas.
  4. The live preview panel on the right updates as you edit.

Configure campaign basics in the builder header

  1. Campaign name: editable title at top of builder (CampaignBuilderHeader).
  2. Connected account dropdown, select which linked social account runs this campaign (Free: one account per campaign).
  3. Status badge: shows Draft, Active, or Paused.
  4. Next step button, advances the setup wizard when applicable.
  5. Save template: saves current flow to your template library.
  6. Draft: saves without publishing.

Publish a campaign

  1. Complete required fields: trigger, at least one action step, connected account.
  2. Review the validation banner at the top, red items block publish; amber items are warnings.
  3. Click Publish campaign (shows Publishing… while saving).
  4. On success, status changes to Active and webhooks begin listening.
  5. Manage the live campaign at /campaigns/{id}/manage.

Pause or resume

  1. Open /campaigns and find your campaign row.
  2. Click the ⋯ menu → Pause: stops new automations without deleting the flow.
  3. Click Resume to reactivate.

Campaign status: active, paused, archived, expired, deleted

StatusWhat it means
ActiveCampaign is live and responding to matching triggers.
PausedTemporarily stopped. No new automations fire until you resume it.
ArchivedRemoved from your active campaigns list and no longer matching triggers, without deleting the flow.
ExpiredThe campaign’s end date has passed. DMpro stops it automatically.
DeletedRemoved from your campaigns list.
Tip: Set an end date on a campaign for time-limited promos or giveaways. DMpro expires it automatically once that date passes, no manual pausing needed.

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