Campaigns

Group launches and products together under one banner — like "Summer 2026" or a collab drop — so you can see and track everything in one place.

Where: setlist → Campaigns Related setting: Settings → Campaign types

What a campaign is

A campaign is the top of setlist's grouping hierarchy:

Campaign → Launch → Product

A campaign is a container that holds member launches and member products. Use it whenever a season, theme, or collaboration spans more than one launch or a handful of products, and you want a single view that rolls them all up.

A campaign carries a name, a status, an optional type (e.g. Seasonal, Drop, Collab), an optional concept (the story behind it), an optional Link to brief, optional start/end dates, and an optional cover image.

How membership works

There are two ways a product shows up in a campaign:

1. Directly attached — you add the product to the campaign yourself.
2. Through a member launch — you add a launch to the campaign, and all of that launch's products roll up into it automatically.

A few things that follow from this:

• Membership is many-to-many. The same launch or product can belong to several campaigns at once. Adding it to one campaign never removes it from anything else.
• A product counted twice is shown once. If a product is both directly attached and sits in a member launch, it's de-duplicated — you see it a single time.
• Membership lives on the campaign. A product or launch doesn't "know" which campaigns it's in; the campaign keeps the lists. (The product page still shows you its campaigns as a read-only reference — see below.)
• Removing or deleting is non-destructive. Removing a member just unlinks it. Deleting the whole campaign removes only the container — the launches and products are untouched. Even deleting a campaign type leaves existing campaign labels alone.

Set it up: step by step

1. (Optional, recommended first) Define your campaign types in Settings → Campaign types — e.g. Seasonal, Drop, Collab. This turns the Type field into a dropdown. (Without any types defined, Type is a free-text field instead.)
2. Go to Campaigns and click New campaign.
3. Give it a Name (required, e.g. "Summer 2026"). Optionally set Status, Type, Concept, Link to brief, and Start/End dates.
4. Click Create campaign. You land on the campaign's detail page.
5. In the Members section, add launches and/or products:
   • Add launches — pick one or several, or use Add all. Each launch brings its products in automatically.
   • Add products — pick products to attach directly, or click New product to create one already attached to this campaign.
6. (Optional) Add a cover image (image file, under 10 MB).
7. Over time, advance the status by hand as the campaign progresses.

The create form is deliberately short — members and the cover image are added afterward on the detail page.

The Campaigns list

Campaigns show as a grid of cards. Each card shows:

• Cover image (if set)
• Name + a colored status badge
• A type badge and the date range (e.g. "Nov 1 – Dec 31, 2026", or "No dates set")
• A member summary (e.g. "3 products · 2 launches") and a ~N% ready badge — the average readiness across the campaign's products (shown only when there's at least one product)

Use the status chips to jump between lifecycle stages. You can also filter by Type, choose a date range (campaigns are included when their dates overlap it), and sort by Start date, End date, or Name. Clear filters returns to the full grid.

The campaign detail page

Four sections, top to bottom:

1. Details

Opens as a read-only summary (so right after creating, you see what you made rather than a form again). Shows the status + type badges, concept, date range, and an Open brief → link when one is set. Click Edit to change anything; the form autosaves as you type (the header reads "Changes save automatically"). Click Done to return to the summary.

2. Members

Where you manage everything in the campaign. A summary row at the top shows the de-duplicated product count and aggregate readiness.

Launches subsection:

• Add launches (searchable multi-select picker) or Add all.
• Each member launch is a card showing its name, date range, a product-count badge, and a roll-up table of that launch's products. Those products can't be removed here — they belong via the launch. Remove the whole launch with its trash icon.

Products subsection (directly-attached products):

• Add products (searchable multi-select picker showing the product name and SKU) or New product (creates one already attached to this campaign and brings you back here). Selections stay checked as you change the search.
• Directly-attached products show in a table and can be removed individually.

Both tables show each product's Stage, Owner, Ready % (with an Overdue badge if past due), Launch date, and End date, and link through to the product.

3. Cover image

One optional image. Click the + Add cover tile to upload (images only, under 10 MB). Replace or remove it with the × button. Changing or removing it deletes the old file.

4. Danger zone

Delete campaign removes the container and its cover image, then returns you to the list. It does not delete the member launches or products. (There's no confirmation prompt — it deletes immediately.)

Statuses

A campaign moves through a linear path you advance by hand — it's never auto-set from the dates (dates are descriptive only):

Idea → Planning → Ready → Active → Complete

plus Cancelled, which sits off to the side (like a product's "Archived").

On the product page

Each product's detail page shows a read-only Campaigns panel listing the campaigns it belongs to, with links back. You can't add a product to a campaign from there — membership is always managed from the campaign side (or set once at product creation via the optional Campaign dropdown).

Tips & gotchas

• Add the launch, not its products. If a launch is already a campaign member, you don't also need to attach its products — they roll up automatically (and would just be de-duplicated).
• Type is a label, not a link. A campaign stores its type as plain text. Renaming or deleting a type in Settings won't change campaigns already labeled with it.
• Statuses won't move themselves. Remember to advance the status as the campaign progresses; dates won't do it for you.
• Deleting is safe-ish but instant. Delete actions take effect immediately with no confirmation — but they never cascade into your launches or products.

See also

• Launches
• Products
• Settings → Campaign types