📋 Available on: Startup, Growth, Enterprise, Agency, and Custom plans
Archive helps you track influencer marketing and campaigns so you can measure results, adjust your strategy, and share outcomes with stakeholders. One of its key features is the ability to create and manage campaigns. This article will guide you through the process of using campaigns in Archive.
How to Create a Campaign
Navigate to the Campaigns section.
Click on Add Campaign.
Enter a name for your campaign.
Set the campaign start and end dates.
Choose which influencers you'd like to be automatically added to the campaign.
Note: The creator filter is a single selection — you can choose Any Creator, Manually added Creators, or Any Creator with a specific label. These options cannot be combined in a single campaign. When using Any Creator with a specific label, Archive includes every creator who has that label — both those who already have it when you click Create Campaign and any creator who receives the label later. Newly-labeled creators are added automatically, and the content of theirs that matches the campaign's dates and filters is pulled in. If a newly-labeled creator doesn't appear, use Resync or contact your Customer Success Manager.
Add any relevant hashtags or mentions you want to track.
Click Create Campaign to create your campaign.
📋 Note: You can see the Population Status when you open your campaign. It shows the progress of adding creators by label to this campaign.
If you want our system to add only specific posts, please always double-check the type. We have two types: "All" and "At least one". For the "All" option, our system will consider screening content and make sure all mentions and hashtags are included in the post before adding them to your campaign. If there's one hashtag or mention, our system won't include the post. On the other hand, for "At least one", our system will cross-check if the content includes any of the hashtags or mentions you have added as criteria to your campaign.
Checking the List of Creators Added to Your Campaign
Navigate to the Campaigns section.
Select the specific campaign you want to review by clicking on it.
The system will automatically redirect you to the creator list for that campaign.
Filtering Creators in a Campaign
Open your campaign and go to the creator list.
Click the Add Filter button.
Select Creator name from the dropdown.
Choose an operator and type your search term.
Type in the name you're looking for.
The Creator name filter matches against the creator's full name or their Instagram account name — whichever is on file. The search is not case-sensitive.
Available operators:
Is — exact match only.
Is Not — excludes exact matches.
Starts With — matches creators whose name begins with the text you enter.
Ends With — matches creators whose name ends with the text you enter.
Contains (default) — shows creators whose name includes the text you enter.
Does Not Contain — excludes creators whose name includes the text you enter.
Is Empty — shows creators with no name on file.
Is Not Empty — shows creators that have a name on file.
Note: The Creator name filter is available on all campaign types, including gifting and vetting workflow campaigns. It is not available on the public link version of a campaign report.
💡 Tip: Once you've applied your filters, you can save this cut of creators as a named view so you can return to it without re-filtering. See Using Saved Views in Campaigns.
Filtering Content in a Campaign
Inside any campaign, the Content view has an Add Filter dropdown that lets you narrow down which posts you see.
Open your campaign and click Content in the left navigation panel.
Click the Add Filter button above the content list.
Select a field from the dropdown.
Choose an operator or value to apply the filter.
The Add Filter dropdown includes:
Social Profiles
Content Type
Engagement
Followers
Post Type
Posting Activity
Source
Post Date
Tags
Verification
Platform
Links
Sentiment
AI Filters (formerly Magic Fields)
Label
Collections
The exact fields available depend on your plan and workspace setup.
💡 Tip: Once you've applied your filters, you can save this cut of content as a named view so you can return to it without re-filtering. See Using Saved Views in Campaigns.
Filtering by AI Filters
📋 Available on: Legacy Custom plans, Growth and Enterprise plans (2026 pricing)
If your workspace has AI Filters configured, you can use them as filters directly in the Campaign Content view — the same way AI Filters filter content in Media Deck. This lets you surface campaign content that matches a specific AI Filter result in one step, without having to rebuild the query in Social Listening.
To filter by a AI Filter:
Open your campaign and click Content in the left navigation panel.
Click Add Filter.
Select a AI Filter from the dropdown.
Choose a value to filter by.
When a AI Filter filter is active, the summarized metrics at the top of the Content view update to reflect only the content matching that filter.
Things to know:
AI Filters in the filter dropdown mirror what's configured in your Social Listening workspace. If your workspace has no AI Filters set up, this option won't appear.
AI Filters are currently created by your CSM — self-serve creation is not yet available. Contact your CSM if you'd like AI Filters set up for your workspace.
AI Filter filters are not yet reflected in the Reports tab. Reporting integration is planned for a future update.
Generating AI Filters across Social Listening content is credit-based. The filtering functionality itself does not use credits.
Sorting Campaign Content
Inside any campaign, you can sort the Content view to surface top-performing posts quickly. The default sort is Post Date (newest first), and you can re-sort by any of the fields below.
Open your campaign and click Content in the left navigation panel.
Click the Sort by dropdown above the content list.
Choose a field and direction.
Available sort fields:
Post Date (default)
Views
Likes
Comments
Shares
EMV (Earned Media Value)
Social Profile
Followers
Sorting works the same way it does on the Social Listening Content view, and is available across all campaign types.
Checking UGC Performance
Once your campaign is set up, Archive automatically collects and analyzes relevant user-generated content (UGC) across Instagram and TikTok. Here's what you can do:
Navigate to the Campaigns section.
Select your target campaign by clicking on it.
Click on UGC Performance in the left navigation panel.
Sharing Your Campaign Reports
Navigate to the Campaigns section.
Select your target campaign by clicking on it.
Click on UGC Performance in the left navigation panel.
Apply the filters you need, such as Content Type, Followers, and Label.
If you'd like to share your report with people who don't have access to Archive, simply use the Get public link button in the top right corner of your screen.
The public link stays live — if you add new posts or creators to the campaign later, the link reflects them automatically the next time it's opened. You don't need to generate a new link.
Metric freshness: when something changes in a campaign (new content, engagement updates, or a creator added or removed), the totals are queued for recomputation and can take up to ~20 minutes to update on both the internal view and the public link, depending on processing load. To force an immediate update, use the Resync button in the "Last synced" bar at the bottom of the campaign — both views then show current numbers right away. If you're sharing the public link and need the numbers to match at that moment, hit Resync just before sending it.
Note: The whole campaign will be shared when you generate a public link.
Exporting Campaign Reports as PDF
You can export your campaign report as a PDF file directly from the Reports tab.
Open your campaign and click on Reports in the left navigation panel.
Click the campaign options dropdown (...) in the upper right.
Select Export as PDF.
The file downloads using the campaign name as the filename.
Editing a Campaign
Navigate to the Campaigns section.
From the list, choose the campaign you want to edit and click on the Edit button.
A window will appear, and you can change your current campaign from here.
Once finalized, click on Save Changes.
⚠️ Warning: When content does not populate, you might have edited the campaign after creating it. It can also be due to the wrong start and end dates. If these are not the case, contact us via email at [email protected] or chat with our team.
Deleting a Campaign
Navigate to your Campaigns page.
Choose the campaign you want to delete.
Click on the trash icon found at the end of the campaign record.
To confirm the deletion, click on Delete.
Refresh your browser to see the updated list of campaigns you have.
Checking Your Campaign Status
Follow these steps to view the current status of your campaigns:
Navigate to your Campaigns page.
Review the status column in your campaigns list, where you'll see color-coded indicators showing the current state of each campaign:
Upcoming — Yellow: Today's date is before the campaign start date.
Active — Green: The current date is between the campaign start and end dates.
Completed — Grey: Today's date is after the campaign end date.
How to Search for Campaigns
Follow these simple steps to find your campaigns quickly:
Navigate to your Campaigns page.
Use the search bar on the left sidebar and type in the name of the campaign you're looking for to filter your results instantly.
Search supports partial matches and is case-insensitive — start typing and results filter automatically.
Bulk Refresh UGC Metrics (Campaigns)
Go to the Campaign Content tab inside your campaign.
Select the content items you want to refresh.
Press Command+K (Mac) or Control+K (Windows) to open Quick Actions.
Choose Bulk Refresh Metrics.
Once triggered, a "Refreshing data" loading state appears on each content item. Processing takes approximately 10–20 minutes for around 15 items. There is no hard cap on how many items can be refreshed at once — the practical limit depends on campaign size.
A confirmation banner will appear when the action is queued. Click Review to go to the Operations Center and track progress.
Updated metrics are also reflected in Media Deck, so any reports built from that data will show the refreshed numbers as well.
Resyncing Campaign Metrics
Newer campaigns show a "Last synced …" bar at the bottom of the campaign, with a Resync button. Archive keeps a campaign's summary metrics — totals like content count, EMV, posting creators, and impressions — up to date automatically as creators and content are added or change. Resync forces an immediate recalculation of those rolled-up totals if they look out of date.
No credits. Resync only re-totals the data already in the campaign — it doesn't pull anything new from the social platforms, so it doesn't use credits.
Not the same as Refresh Metrics. To pull the latest likes, views, and comments from Instagram/TikTok, use Bulk Refresh UGC Metrics or the single-post refresh (those use credits). Resync only recalculates the campaign's existing numbers — it doesn't re-fetch engagement.
Where it appears. The "Last synced" bar shows only on campaigns built with Archive's current campaign setup. Campaigns created before this was introduced won't show it. It's available on all plans — it isn't plan-gated.
Understanding the Different Types of Campaign Criteria Fields
Campaign name: the name of your campaign.
When is the Campaign Running?
Start Date: date when you want to start your campaign.
End Date (optional): date when you want to end your campaign. It can be a continuous campaign without an end.
Which creators should we include?
Any Creator: any creators from your account.
Manually added Creators: manually added creators from your creator's list.
Any Creator with a specific label: any creator with the tagged label — including creators who receive the label after the campaign is created, who are added automatically. This is a single-select filter; creator options cannot be combined within one campaign.
Which Posts should we include?
Any Post: all posts from the creator.
Only Posts with specific hashtags or mentions: posts that only contain specific hashtags or mentions.