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Planning & research / Product guide

Set goals, budget preferences and creator fit

Give campaign planning useful context without committing money or changing live terms.

Before you start: The primary owner edits this brand's direction.

Open Direction & goals

Name the next business job

Choose the goal you are actually working toward now. Awareness, traffic, sales and content production ask different things of creators. Use the budget range as planning context, not as the amount already available in your wallet.

  1. Open Goals & budget and update the current direction.
  2. Open Creators & content to describe the audience and work you want.
  3. Save the section you edited, then inspect the saved values.

Put time-specific changes on the calendar

Direction is the brand's starting context. A dated launch or a later paid-content phase belongs in a calendar plan with a target date, review date and notes. That preserves a useful distinction between the business and the next campaign.

Review every recommendation

The campaign helper can use saved context to prepare a starting brief. It cannot know that an offer changed unless you tell it. Check product claims, audience, links and requirements before saving. Preferences do not launch campaigns, schedule ad spend or promise an outcome.

Common questions

Can a manager change the brand direction?

The current Direction page allows the primary owner to edit. Other members can read it and should coordinate changes with that owner.

Need a hand?

Use Feedback in your dashboard if a guide does not answer your question. Include the page, what you expected and what happened. Never include a password, API key, account number or private payload.

Open brand workspace
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