New post & new campaign

In simple words

New post & new campaign is part of Social Media. Create in a few clicks. This guide takes you through it in 7 short steps.

Where it fits in your work — Brief. Describe the campaign and let AI suggest a strategy.

Before you start

• You need to be signed in to your company's workspace. Social Media appears in the Workspace dashboard and in the left menu when your role includes it.
• What you can see and change depends on your role. If a menu item or button is missing, ask your workspace owner to give your role access in Workspace → Users.
• New post & new campaign belongs to Content in Social Media. Create in a few clicks.

Step by step

1. 1

   Step 1

   Open Social Media

   Sign in and open the Social Media panel from your Workspace dashboard (or sign in to it directly). You see only what your role allows.

2. 2

   Step 2

   Open “New post”

   In the left menu of Social Media, open the page called “New post” (some pages sit inside a menu group — click the group to expand it).

3. 3

   Step 3

   Choose a view

   Use the tabs at the top of the screen to switch between:

   • Image
   • Video
4. 4

   Step 4

   Fill in the details

   Complete the fields on the form:

   • Topic *
   • Platforms *
   • Media type
   • Content objective
   • Service / product
   • Audience
   • Tone
   • Language
   • Planned publish date & time
   • Link (optional)
   • Part of a campaign
   • Promote a live offer
   • Client (optional)
   • Internal title
5. 5

   Step 5

   Save it

   When the details are right, click “Create & generate with AI” to save.

6. 6

   Step 6

   Other actions on this screen

   You will also see these buttons:

   • Instagram
   • Facebook
   • YouTube
   • LinkedIn
   • Google Business Profile
   • Image
   • Video
   • Save as draft
7. 7

   Step 7

   Done

   Create in a few clicks.

Tips

• Fields marked with * are required — Topic, Platforms. The form cannot be saved until they are filled in.
• The tabs (Image, Video) show different views of the same data — switching tabs never changes anything.
• If you make a mistake, open the record again and correct it. Changes are recorded against your name so your team can see who did what.

Quick recap

Open Social Media → Open “New post” → Choose a view → Fill in the details → Save it → Other actions on this screen → Done

What it connects to

• CRM & Sales

  Campaign results next to the leads they brought in.

• Website

  Drive traffic to your website.

• SEO

  Content that supports your rankings.

What you will see on this screen

These are the parts of the New post screen, exactly as they appear in the product.

Why use Social Media

Social Media replaces social media management tools, on the same login and the same data.

• A steady, on-brand presence without a large content team
• AI drafts posts and images from a single idea
• Nothing publishes without the approval you choose
• Campaign performance next to your CRM results

Who uses Social Media

• Marketers

  Write briefs, plan campaigns and posts.

• Content creators

  Draft with AI and refine the tone.

• Approvers

  Review before anything goes live.

• Leadership

  See campaign and post performance.

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