Mission 3: Create Your First Campaign

What you’ll learn

• How to generate AI-powered campaign ideas
• How to push an idea into a full campaign with auto-generated documents
• How to check campaign readiness using the Dashboard
• How to refine campaign content in the Canvas editor

Tip

Campaign generation pulls from everything you built in Missions 1 and 2 — Company Profile, context documents, personas, ICPs, and research reports. The higher the quality of those inputs, the better your campaign ideas will be.

Generate campaign ideas

1. Navigate to Campaign Ideas

   Click Campaigns in the left sidebar, then open the Ideas tab.

2. Click Generate Ideas

   Click Generate Ideas. The AI analyzes your context documents, personas, and ICPs to produce 5-10 campaign concepts. This typically takes 2-3 minutes.

3. Review each idea

   Each idea card shows a core concept, primary hook, target persona, and suggested campaign type. Read through all ideas before choosing one.

4. Evaluate fit

   Ask yourself: Does this idea align with the client’s immediate goals? Does the primary hook address a real pain point from the persona research? Is the campaign type appropriate for the audience?

Tip

You are not limited to one round. If none of the ideas feel right, click Generate Ideas again to get a fresh batch. Each round draws from the same context but produces different creative angles.

Push idea to campaign

1. Select your best idea

   Click on the idea card you want to develop into a full campaign.

2. Click Push to Campaign

   Click the Push to Campaign button. Enter a campaign name when prompted.

3. Wait for document generation

   The platform automatically generates 10+ campaign-specific documents: email copy, landing page concepts, ad variations, social posts, and more. This takes approximately 10-15 minutes.

4. Navigate to the campaign

   Once generation starts, you can find your new campaign under Campaigns in the left sidebar. Click into it to see the document list populating in real time.

Check campaign readiness

1. Open the Dashboard tab

   Inside your campaign, click the Dashboard tab.

2. Review the Readiness Score

   The Readiness Score (0-100) summarizes overall campaign quality. Aim for 75 or higher before considering the campaign ready for launch.

3. Check the risk assessment

   The Risk Assessment section highlights specific blockers — missing documents, low-quality content, incomplete persona coverage. Address these before proceeding.

4. Review launch readiness status

   The dashboard shows one of three statuses:

   • ready — all documents meet quality thresholds
   • needs_work — some documents need attention
   • not_ready — critical gaps remain

Refine content in Canvas

1. Open a document

   From the campaign’s document list, click any document to open it in the Canvas editor.

2. Review the AI-generated content

   Read through the document. AI-generated content is a strong starting point but almost always benefits from client-specific refinements.

3. Edit directly

   Click into any text block to edit. Adjust tone, swap in client-specific terminology, and tighten the messaging.

4. Use Copilot for suggestions

   Open the Copilot panel and try prompts like:

   • “Make this more conversational”
   • “Rewrite the headline to focus on ROI”
   • “Shorten this to 50 words”
   • “Add a stronger call to action”

5. Repeat for key documents

   Prioritize the documents most critical to your campaign type — typically email subject lines, primary body copy, and landing page headlines.

Tip

Focus your editing time on the first email and the landing page headline. These two pieces have the highest impact on campaign performance and are worth the extra polish.

Mission complete

You have a campaign with AI-generated documents, a readiness score, and refined content. The next step is turning this campaign into a live email sequence.

Next mission: Mission 4: Master the Sequencer