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Templates · Marketing

Campaigns HQ

Brief, launch and measure marketing campaigns — objectives, audiences and metrics in one place.

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Without it

Campaign briefs, audiences and results live apart, so "did that campaign work?" turns into an archaeology project a quarter later.

The Campaigns HQ template in StoryOS — its By status view with real records

Campaigns HQ, installed — the By status view with sample records already in it.

What gets installed

4 connected databases, with fields, relations and views pre-wired.

Campaigns

Status · selectStart · dateEnd · dateBudget · numberChannels · multi_selectOwner · userObjective & Brief · rich_text

Audiences

Estimated Size · numberProfile · rich_text

Key Metrics

Target · numberActual · numberUnit · text

Campaign Tasks

State · selectOwner · userDue · date

Ships with 4 saved views: By status (board) · Timeline (table) · Scoreboard (table) · Execution board (board)

How this template works

How this works

One pack replaces two separate templates (Campaign Brief + Product Marketing). Campaigns carry the brief as structured fields + a rich-text Objective; Audiences are reusable across campaigns; Key Metrics hold target vs actual; Campaign Tasks carry execution.

The loop

  • Brief = the campaign record. Write the Objective, set dates and Budget, link Audiences, define 2–4 Key Metrics with targets.
  • Status Brief Approved is the gate — nothing ships from Draft.
  • While Live, update Metric actuals weekly; the campaign record IS the status report.
  • Wrap: set Status Wrapped, write the retro into the Objective doc's end.

Tips

  • Audiences are a library — write them once, link them everywhere.
  • If the Content Pipeline pack is installed, campaigns link to Articles automatically (cross-pack relation).

Then put an agent on it

An agent can pull each campaign’s metrics onto the record and write the target-vs-actual summary, so the retro is already drafted when you open it.

It runs on your own Claude or ChatGPT over MCP — never metered, never marked up — and every move it makes waits at an approval gate. How agent runs work →

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See the bigger picture: how marketing teams run on StoryOS →

Install Campaigns HQ in one click.

Start free — 30 days of Pro, no card. Unlimited records, and your own AI is never metered.

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Template contents synced from the product registry, 2026-07-26.