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Creating Campaign Tasks

Learn how to add tasks to your campaign — scheduled posts tied to a specific date, time, and set of locations.

Campaign tasks are scheduled posts that the platform delivers to enrolled franchisee locations. Each task has a specific publish date and time, and contains the content that should go out at that moment — text, images, and any platform-specific details (link, first comment, location tag, etc.).

Adding a task

From the Campaign View, click Add Task → Schedule Post. The post editor opens in campaign mode.

Fill in:

  • Channels — which social networks this task targets (e.g., Facebook Page, Instagram Business). Unlike a regular post, you're targeting channel types, not specific pages. The platform fans the task out to each enrolled location's matching pages.

  • Content — text and media for each channel. If you're targeting multiple channels, you can customize the content per channel.

  • Schedule date and time — must fall within the campaign’s start and end date and time. To publish at the same local time at every location (for example, 9:00 AM wherever each location is), turn on Schedule with Page’s Timezone. Otherwise, all locations publish at the same moment, which can be a different local time for each.

Click Save to create the task. If you close without saving, nothing is created.


Editing a task

Tasks can be edited any time before their scheduled publish time. After that point, edits are no longer possible — some enrolled locations may have already published.

To edit: open the Campaign View, find the task, and click to edit.

Note: If a franchisee has already approved a task, your edit to the task content will still apply — the conversion uses the latest version of your content at publish time. The franchisee approved the idea; they get your latest version.

Deleting a task

Tasks can be deleted from the Campaign View before they publish. Tasks that have already converted to posts cannot be deleted this way — the posts exist independently on each franchisee's account.


Using dynamic fields in task content

You can use dynamic fields (placeholders like {{{location_name}}} or {{{address}}}) in your task text. At publish time, the platform replaces these with each location's actual data.

If a franchisee's location is missing a required field value (for example, they haven't filled in their address), they'll be prompted to complete it before they can approve the task. For tasks that auto-publish without approval, missing field values will cause the post to be skipped for that location — you'll see this in the campaign's error indicators.
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Require approval vs. auto-publish

By default, tasks are set to require franchisee approval before publishing. This means each franchisee sees the task in their calendar and needs to click Approve before it goes live on their page.

Tasks can alternatively be set to auto-publish — the platform creates the post at the scheduled time without franchisee action. This is useful for time-sensitive content or when you want guaranteed execution across all locations.

When you add a task, choose a Proposed post (franchisees must approve it before it publishes) or a Scheduled post (it publishes on all enrolled pages automatically, with no approval needed).

A Proposed post only publishes on pages where it was approved before its scheduled time. Give locations enough time to approve: if a task is scheduled for the exact moment the campaign starts, franchisees get the “Campaign started” email just as it expires.
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What franchisees see

Franchisees enrolled in the campaign see tasks appear in their page calendar at the scheduled date, marked with the campaign's color and name. They can approve, edit, or (if permitted) ignore tasks from there.

Tasks that have passed their scheduled time without being approved are hidden from the calendar. They cannot be recovered.

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