Creating Campaigns

Learn how to create effective marketing campaigns in TractionDesk

Creating Campaigns

Creating a campaign in TractionDesk is designed to be as simple or as detailed as you need. The AI can intelligently fill in missing details based on your business context, or you can specify every aspect of the campaign manually. This flexibility means you can create campaigns in seconds when you're moving fast, or take time to craft detailed strategies when precision matters. The key innovation is that regardless of how much detail you provide upfront, the AI ensures the campaign is coherent, on-brand, and aligned with your business goals.

Campaign Components

Every campaign has four core components that define its structure and execution:

Campaign Name: A descriptive identifier for the campaign, like "Q1 Product Launch" or "Summer Content Series." The AI can suggest names based on your topic and objective if you don't provide one. Names should be specific enough that you can differentiate campaigns later when running or analyzing them.

Topic: The primary theme or subject matter of the campaign. This could be "new product feature," "holiday sale," "thought leadership," or any specific focus. The topic guides the AI's content creation and research—it knows what information to prioritize and what angle to take when generating assets.

Objective: The measurable goal you want to achieve, such as "generate 500 new leads," "increase brand awareness by 25%," or "drive $50K in revenue." Objectives help the AI make strategic decisions about deliverables and messaging. A lead generation objective will produce more conversion-focused content, while a brand awareness objective will prioritize reach and engagement.

Deliverables: The specific outputs the campaign will create. Available deliverables include:

plan - A strategic campaign plan (always included automatically)
research - Web research on your topic
blog_post - Long-form article content
social_posts - Social media content (typically 5-10 posts)
images - Visual creative assets
video - Video content
email_nurture - Email sequence copy

You can select multiple deliverables, and the AI will execute them in a logical order during campaign execution.

Creating Via Voice Agent

The fastest way to create campaigns is through the Voice AI Agent. Simply say "Create a campaign" and the agent will interview you about details, or provide everything in one command: "Create a campaign called Spring Launch about our new mobile app targeting startups with deliverables: research, blog post, 5 images, and a video."

The Voice Agent is particularly useful because it can leverage your business context automatically. If you say "Create a campaign" without specifying a topic, the agent will query your organization's RAG store to understand your business, products, and current objectives, then suggest a relevant campaign. For example, if your business profile indicates you sell athletic footwear and you're preparing for marathon season, the agent might suggest: "I can create a Marathon Training Campaign focused on positioning your shoes for long-distance runners. Should I proceed?"

Before creating any campaign via voice, the agent will present a complete summary of what it plans to create and ask for confirmation. You'll see the proposed name, topic, objective, and full list of deliverables. Review this carefully and say "yes" or "confirm" to proceed, or "no" to cancel. You can also provide modifications: "Yes but change the topic to focus on trail running instead of marathons."

Creating Via Dashboard

For more visual control, use the Campaigns page in your dashboard. Click "New Campaign" to open the creation form. Enter your campaign name in the first field—be descriptive but concise. In the Topic field, describe what this campaign is about in 1-2 sentences. The Objective field should contain a specific, measurable goal (include numbers when possible: "300 leads" not just "more leads").

The Deliverables section uses checkboxes to select what the campaign should create. Check all deliverables you want included. Remember that more deliverables mean longer execution time and higher credit consumption. A typical campaign with research, 3 images, and 5 social posts might consume 60-80 credits and take 5-10 minutes to complete. Plan your deliverables based on your campaign goals and available resources.

After filling out the form, click "Create Campaign." The campaign will be saved in DRAFT status. You can return to it later to make changes, or immediately click "Run Campaign" to start execution. Campaigns remain in DRAFT until you explicitly run them, so you can create multiple campaigns in advance and execute them when timing is right.

Campaign Planning Best Practices

Start with Research: If you're launching a campaign on a topic you haven't covered before, include research as a deliverable. The AI will investigate current trends, competitor approaches, and audience interests, then use those insights to inform the rest of the campaign's content.

Match Deliverables to Channels: Think about where you'll distribute this content. If it's a LinkedIn-focused campaign, prioritize blog posts and professional images. For Instagram, emphasize images and short videos. For email campaigns, focus on copy and perhaps a few supporting images.

Set Realistic Objectives: Objectives should be achievable and measurable. Instead of vague goals like "grow the business," use specific targets: "acquire 200 new email subscribers" or "generate 50 demo requests." The AI uses these objectives to craft messaging and calls-to-action.

Use Descriptive Names: Campaign names should be searchable and memorable. Include key identifiers like time period ("Q1"), channel ("LinkedIn"), or purpose ("Launch") in the name. This helps when you have dozens of campaigns and need to find a specific one.

Advanced Campaign Strategies

Sequenced Campaigns: Create multiple campaigns that build on each other. For example, Campaign 1 focuses on research and thought leadership content, Campaign 2 uses those insights to create promotional materials, and Campaign 3 executes outbound outreach. Each campaign's outputs inform the next.

Recurring Campaign Templates: Once you've created a successful campaign structure, note the deliverables and objective that worked. You can quickly create similar campaigns in the future by referencing this template structure with the Voice Agent.

Multi-Channel Campaigns: Maximize reach by including deliverables for multiple channels in one campaign. A comprehensive launch campaign might create blog posts (for your website and SEO), social posts (for organic reach), images (for ads), and email copy (for direct outreach), ensuring consistent messaging across all touchpoints.