Building a campaign: the wizard step by step

Start from Campaigns → new campaign. Your progress is saved as a draft throughout, so you can leave and come back.

The wizard has eight steps. Performance Prediction is only enabled on some accounts; where it is off, the wizard is seven steps and renumbers itself, so do not be thrown if your step numbers differ from a colleague's.

1. Campaign goal

Describe what the campaign is for in plain language: what you are launching or promoting, who you want to reach, and what a good outcome looks like. Everything downstream is generated from this, so a specific goal produces a much better brief than a vague one.

2. Campaign details

The concrete parameters — timings, deliverable counts, budget, platforms, and the add-ons that change what creators owe you. Worth slowing down on, because these decide what the brief can promise and what the creator's tracker will ask for:

• Concepts — creators pitch an idea before they shoot, so you can steer direction before anyone spends effort. Adds a round, saves reshoots.
• Raw files / images — creators hand over the raw footage or extra stills once you have accepted the finished piece.
• Who posts — you or the creator. If the brand publishes, creators never post to their own channels and there is no post URL to collect.

3. Brief intelligence

The platform generates brief options from your goal. Each one comes with the reasoning and sources behind it, plus competitor analysis for context. Pick the one closest to what you want, or write your own from scratch. You can switch briefs later, but it resets what the next step is built from.

4. Guidelines

The brief becomes the actual rules creators work to, in three parts:

• Content guidelines — the creative direction, the narrative, what must appear and what must not.
• Caption guidelines — required hashtags, @mentions, and any wording that has to be included.
• Social Native guidelines — the standard platform requirements applied to every campaign.

This is the most load-bearing step in the wizard. Guidelines are what creators read before accepting and what every submission is reviewed against. Vague guidelines produce content that needs multiple rounds of changes; over-specific ones produce content that looks like an ad. A missing required hashtag here is the single most common reason content bounces later.

When you are happy, Lock guidelines freezes them and disables further editing, so what creators see cannot drift mid-campaign.

5. Creator matching

Creators are scored against your brief and ranked, with the reasoning behind each score visible on the creator. Work through the list and build your shortlist.

If you have existing ambassadors or a creator list of your own, upload it here and those creators are scored against the same brief alongside the matched ones.

6. Invite preview

See the invite exactly as a creator will receive it, before it goes out.

7. Performance prediction

Generates a projection for the campaign based on the creators you selected. You need creators selected at the matching step before this will run.

This step is not enabled on every account. If you do not have it, the wizard renumbers and goes straight to review.

8. Review and launch

The final check — goal, brief, selected creators, outreach channels, and pricing in one place. Pricing is only shown once the brief is complete.

Submitting sends the campaign to the Social Native team for brief review. Once they approve it, creator outreach begins.