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Campaigns

The Marketing module allows users to create, monitor, and manage marketing campaigns directly within the Steer AI webapp. Campaigns can be used to promote inventory, generate leads, track marketing performance, and optimize advertising budget allocation.

1. Campaign List Overview​

Upon opening the Marketing section, users see a list of campaigns displayed in a table format with the following columns:

FieldDescription
Campaign NameName of the campaign
TypeCampaign category
StatusLifecycle status
BudgetTotal allocated budget
DurationCampaign duration (in days)
SpentAmount consumed out of the allocated budget
LeadsNumber of leads generated
Created DateDate the campaign was created

This overview allows for quick comparisons and tracking of multiple campaigns at once.

2. Creating a Campaign​

To create a new campaign: Click + Create Campaign

Note: See the page Multi-Cast for more details about building a multi-channel marketing campaign across several platforms.

3. Campaign Statuses​

Campaigns can have several statuses based on their lifecycle:

  • Draft — campaign is configured but not yet activated
  • Active — campaign is currently running
  • Completed — campaign has finished its scheduled duration or budget
  • Stopped — campaign was paused or terminated manually
  • Deleted — campaign was removed from the system

Statuses help users understand where each campaign stands in the execution pipeline.

4. Activating a Campaign​

Draft campaigns include the option to be activated through the contextual action menu.

Activation effects include:

  • Campaign enters Active state
  • Budget begins to be consumed
  • Leads and performance metrics start being tracked
  • Some fields may become locked to preserve data integrity

Users should verify targeting and budget before activating a campaign.

5. Campaign Actions​

Each campaign row includes an action menu that provides contextual control options:

Available actions include:​

Activate Campaign​

Converts a draft campaign into an active running campaign.

Delete Campaign​

Removes the campaign and associated reporting data.

Note: Deleting a campaign is irreversible.

Future implementations may include:

  • Pause Campaign
  • Duplicate Campaign
  • Export Performance

6. Sorting, Filtering & Search​

The campaigns interface includes productivity tools to manage large sets of campaigns:

  • Search — search campaigns by name
  • Filters — filter by status, type, time period, etc.
  • Sort — order results by date, budget, or performance metrics

These tools improve navigation and reporting for marketing operators.

7. Pagination​

When multiple campaigns are present, pagination controls display at the bottom of the list.

Users can:

  • Navigate across pages
  • Change rows per page

This improves scalability when managing multiple campaigns.

8. Viewing Campaign Details​

Clicking the View icon opens the Campaign Details interface.

This view is divided into multiple sections to provide clarity on performance and configuration.

9. Campaign Details View​

The Campaign Details view includes the following sections:

Campaign Header​

Displays:

  • Campaign Name (editable if Draft)
  • Status Dropdown (Draft, Active, Completed, etc.)
  • Activation controls

Performance Summary Cards​

Four performance KPIs are displayed:

  • Total Budget Shows allocated budget and daily pacing (if applicable)
  • Spent Displays consumed portion and percentage
  • Leads Generated Shows lead count and cost per lead
  • Performance Shows CTR and Impressions (if applicable)

These KPIs offer a real-time performance snapshot for quick evaluation.

10. Campaign Information​

Shows scheduling & metadata fields such as:

  • Campaign Type
  • Duration (days)
  • Start Date
  • End Date
  • Created At

This helps contextualize execution timing and lifecycle planning.

11. Targeting Information​

Shows targeting configuration used during the campaign:

  • Target Countries
  • Target Cities
  • Age Range
  • Customer Types
  • Interests

Targeting parameters allow refined audience segmentation and improved relevance.

12. Leads & Performance Tracking​

For Active campaigns, performance indicators include:

  • Leads generated
  • Cost per lead (CPL)
  • Click-through-rate (CTR)
  • Impressions
  • Budget pacing

These values are essential for marketing optimization and ROI calculation.

13. Budget & Spend Tracking​

Budget management includes:

  • Total allocated budget
  • Daily pacing (optional)
  • Spent amount
  • Remaining amount
  • Spend percentage

This helps ensure campaigns do not overspend or underperform.

14. Completion & Reporting​

At the end of the campaign period, the campaign enters Completed status and can be used for:

  • Marketing reporting
  • ROI evaluation
  • Historical benchmarking

Future systems may allow exporting performance reports.