How to Create an Orchestration Campaign

One AI-guided wizard coordinates organic social, paid ads, email, SMS, and CRM journeys — instead of building each channel by hand.

What Makes a Campaign Different

An orchestration campaign is different from a single Social Shout, Ad Shout, or email blast:

Feature Where Purpose
Orchestration campaign+CREATE → CampaignMulti-channel plan, build, schedule, report, optimize
Ad ShoutCreate → Social → CREATE AD, or a Store productSingle ad creative; download ZIP or schedule organic
Email blastCreate → EmailOne-time email only
Social ShoutCreate → SocialOrganic posts only

Paid ad creatives can be generated without connected ad accounts. Publishing paid ads requires Meta and/or Google in Paid Ad Settings. Install store conversion tracking for purchase optimization.

Step-by-Step: Goal, Plan, Build, Schedule

Step 1: Goal & Brief

  1. Click +CREATE → Campaign
  2. Name the campaign (optional but recommended)
  3. Choose your goal — sales, awareness, or announcement
  4. Set what you're promoting — product, product line, URL, or event
  5. Add promote picks (products or URLs), or describe everything in The Brief
  6. Set timing — event, fixed date, or holiday
  7. Select channels — Organic Social, Social Ads, Email, SMS, CRM as needed
  8. Social Ads: under Publish as (select all that apply), select any combination:
    • Schedule as organic posts
    • Publish to Meta Ads (paid)
    • Publish to Google Ads (paid)
  9. Set ad variants (1–5). When Meta paid is selected: Meta gross ad spend and optional pixel/optimization. When Google paid is selected: Google gross ad spend (separate from Meta).
  10. Click Save, then Make A Plan
Campaign wizard Step 1 — Goal, with channels and Make A Plan button

Step 2: Analyze & Plan

  1. Analyze runs AI on your brand intelligence and prior campaign learnings
  2. Review the Plan — channel mix, schedule dates, paid budget share, and creative notes
  3. If paid ads are planned and Meta/Google are not connected, choose Continue without integration to build paid materials anyway
  4. Edit plan sections if needed, then click Approve Plan
Campaign wizard Step 2 — Plan, showing channel mix and Approve Plan button

Step 3: Build Materials

  1. Click Build — a progress overlay shows AI generating organic shouts, paid ad variants, emails, SMS, and journeys
  2. Review each material in the Materials grid
  3. Approve the items you want to schedule or publish
  4. For paid ads without connect: use Download, Export (Drive/Canva), or edit in Preview
  5. With Meta connected: Publish to Meta on an approved item — confirm gross spend
  6. With Google connected: Publish to Google on an approved item — confirm gross spend, flight dates, and campaign type
Campaign wizard Step 3 — Build, showing generated materials grid with Approve actions

Step 4: Schedule

  1. Click Schedule — organic, email, SMS, and CRM sections commit to the calendar and send queues
  2. Social Ads (paid): paid section is skipped at schedule — drafts marked ready; publish from Build when you choose
  3. After scheduling completes, you land on Schedule with refreshed calendar events

After Launch: Report & Optimize

  • Open the campaign's Report tab for channel metrics, UTM revenue, and learnings
  • Analyze → Campaigns shows a portfolio rollup across every campaign
  • Optimize (once Scheduled or Active) may suggest winners, fatigue warnings, or paid budget reallocation — review, then Apply or Dismiss

Promoting a Product Line

  1. In Step 1, set subject type to a product collection, or use Browse product lines
  2. Pick a synced collection from Store → Collections (Shopify/WooCommerce)
  3. The plan rotates member products across organic, paid, and email materials automatically

Billing Notes

Meta and Google ad spend are charged by those platforms to your ad account payment methods — not your Get Shouting subscription. A 3% processing fee on gross ad spend is charged at publish (Stripe invoice or a one-time Shopify approval).

Next Steps

Launch Every Channel From One Plan

Goal, Plan, Build, Schedule — one AI-guided wizard, every channel

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