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Getting Started with Campaigns

Written by Archive AI
Updated this week

πŸ“‹ Available on: Startup, Growth, Enterprise, Agency, Custom, and legacy Pro/Advanced/Enterprise plans. Not available on Starter or Free 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

  1. Navigate to the "Campaigns" section.

  2. Click on "Add Campaign".

  3. Enter a name for your campaign.

  4. Set the campaign start and end dates.

  5. Choose which influencers you'd like to be automatically added to the campaign.

    Note: The creator filter is a single selection β€” 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 takes a snapshot of all creators who currently have that label at the moment you click Create Campaign. Labels added or removed after creation will not automatically update the campaign's creator list.

  6. Add any relevant hashtags or mentions you want to track.

  7. Click "Create Campaign" to create your campaign.

You can see the Population Status when you open your campaign. It shows the progress of adding creators by label to this campaign.

Note: 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

  1. Navigate to the "Campaigns" section

  2. Select the specific campaign you want to review by clicking on it

  3. The system will automatically redirect you to the creator list for that campaign


Checking all UGCs added to your campaign

  1. Navigate to the "Campaigns" section.

  2. Select your desired campaign by clicking on it.

  3. Locate and click the "Content" option in the left navigation panel.


Checking UGC Performance

Once your campaign is set up, Archive will automatically collect and analyze relevant user-generated content (UGC) across Instagram and TikTok. Here's what you can do:

  1. Navigate to the "Campaigns" section

  2. Select your target campaign by clicking on it

  3. Click on "UGC Performance" in the left navigation panel


Sharing your Campaign Reports

  1. Navigate to the "Campaigns" section

  2. Select your target campaign by clicking on it

  3. Click on "UGC Performance" in the left navigation panel

  4. Apply the filters you need, such as Content Type, Followers, and Label.

  5. 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.

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.

  1. Open your campaign and click on "Reports" in the left navigation panel.

  2. Click the campaign options dropdown (...) in the upper right.

  3. Select "Export as PDF".

The file downloads using the campaign name as the filename.


Editing a Campaign

  1. Navigate to the "Campaigns" section.

  2. From the list, choose the campaign you want to edit and click on the "Edit" button.

  3. A window will appear, and you can change your current campaign from here.

  4. 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, please let us know!


Deleting a Campaign

  1. Navigate to your "Campaigns" page

  2. Choose the campaign you want to delete

  3. Click on the trash icon found at the end of the campaign record

  4. To confirm the deletion, click on "Delete"

  5. 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:

  1. Navigate to your "Campaigns" page

  2. 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, indicating the campaign has not yet begun.

    • Active - Green: The current date is between the campaign start and end dates, meaning your campaign is currently running.

    • Completed - Grey: Today's date is after the campaign end date, showing that the campaign has finished.

Understanding Campaign Status Colors

Each status uses a distinct color system to help you quickly identify where your campaigns stand:

  • Yellow status indicates preparation time - your campaign is scheduled but hasn't started yet

  • Green status means your campaign is live and actively collecting content

  • Grey status shows your campaign has concluded and results are available for review

This visual system allows you to quickly assess your campaign timeline at a glance and take appropriate action based on each campaign's current phase.


How to Search for Campaigns

Follow these simple steps to find your campaigns quickly:

  1. Navigate to your "Campaigns" page

  2. 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 Tips

The campaign search feature helps you find campaigns quickly:

  • Start typing and results will filter automatically as you type

  • Partial matches work - you don't need to remember the exact campaign name

  • Search is case-insensitive so you can use any capitalization

  • Clear your search to return to the full campaign list view

This search functionality helps you quickly locate specific campaigns without scrolling through your entire campaign history, making campaign management more efficient and organized.


Bulk Refresh UGC Metrics (Campaigns)

  1. Go to the Campaign Content tab inside your campaign

  2. Select the content items you want to refresh

  3. Press Command+K (Mac) or Control+K (Windows) to open Quick Actions

  4. 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 β€” 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.


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 creators with the tagged label β€” Archive captures a snapshot of matching creators at the time the campaign is created. This is a single-select filter; creator options cannot be combined within one campaign.

  • Which Posts should we include?

    • Any Post: all post from the creator

    • Only Posts with specific hashtags or mentions: posts that only contain specific hashtags or mentions

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