Campaigns
A campaign is a time-boxed push inside a workstream, with its own tasks, notes and progress.
What a campaign is for
A strategy sets the direction and a workstream is a strand of ongoing work. A campaign is a push with a start and an end: “Refresh the ten service pages before the spring season” or “Clean up redirects after the migration”. It groups the tasks for that push so you can see how far along it is without counting tasks by hand.
Create a campaign
- Use New campaign from the quick actions, or open Campaigns in the SEO Ops menu.
- Choose the client, give the campaign a name and link it to the objective it serves.
- Set an owner, a start date and an end date.
- Add tasks to it, either when you create them or by moving existing tasks to the campaign (the bulk action Move to campaign in the task list does this for many at once).
Statuses and progress
A campaign is Planned, Active, Paused, Completed or Cancelled. Its progress is worked out from its tasks, so it moves as the work is done and cannot drift away from reality.
What is on a campaign page
- The objective, owner, dates and status at the top.
- Progress, calculated from its tasks.
- Notes for the campaign.
- Files, comments and activity for that campaign.
When to use one (and when not to)
- Use a campaign when work has a clear finish: a launch, a migration clean-up, a seasonal refresh.
- Use a workstream or recurring task when the work never really ends, such as monthly reviews.
- Skip it for one-off tasks. A task does not need a campaign.
An example
An illustration, not a real client. A plumbing business wants its service pages ready before autumn. The account manager creates a campaign called “Service page refresh”, links it to the objective “Win each service-area page”, sets herself as owner and gives it a start and end date six weeks apart. Ten tasks go into it, one per page, plus a final one to re-crawl. As pages are finished, progress on the campaign moves by itself. At the end she marks the campaign Completed and the report lists the work.
Reviewing a campaign each week
- Open the campaign and check progress against the dates. If it is behind, find the blocked tasks.
- Use the task filter for the campaign to see what is Waiting and on whom.
- Update the campaign notes with anything the next person would need to know.
- If the end date will not be met, change it deliberately and tell the client, instead of letting it slide.
Campaign, workstream or objective?
| Is | Example | |
|---|---|---|
| Objective | The outcome the client wants | Increase calls from local search |
| Workstream | A strand of ongoing work | Business Profile optimisation |
| Campaign | A push with a start and an end | Reviews drive, six weeks |
| Task | One piece of work | Ask ten recent customers for a review |
Common questions
Does the client see campaigns?
Campaigns are internal. The client sees the tasks you share and the published strategy, not your campaign pages.
Can I filter tasks by campaign?
Yes. Campaign is one of the task filters. See Task views and filters.