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AI Campaign Wizard

Screen guide

Before you start

Use the account and workspace that own the relevant records. The feature also needs to be enabled for this installation and plan.

Open this feature
  1. Open /portal/ai-studio/campaign-wizard on your site.

Steps

Use Build campaign

  1. Open /portal/ai-studio/campaign-wizard on your application domain, using the workspace account for this task.
  2. Select the intended record or item first and review its displayed values. There is no separate input form described for this control.
  3. Select Build campaign. Check the current record, recipients, amount or destination before confirming when those values apply.
  4. If the application identifies a missing or invalid field, correct that field and submit again. If an external request or payment has an uncertain outcome, check its history before repeating it.

Use Create draft posts

  1. Open /portal/ai-studio/campaign-wizard on your application domain, using the workspace account for this task.
  2. Find the form containing Campaign name, Start date, Campaign days. Complete the relevant fields using the table below. Fields can appear or change after you select an option.
  3. Select Create draft posts. Check the current record, recipients, amount or destination before confirming when those values apply.
  4. If the application identifies a missing or invalid field, correct that field and submit again. If an external request or payment has an uncertain outcome, check its history before repeating it.
FieldWhat to enter or choose
Campaign nameRequired. Enter the campaign name for this task, using the help or example shown by the form. The form’s example is Summer launch campaign. Replace it with your own value. Maximum 120 characters.
Start dateRequired. Use the date/time picker. Check the date range and the timezone shown by your account or this screen.
Campaign daysEnter a number in the unit shown by this setting. Check any currency, duration or count label before saving. Minimum 3. Maximum 31.
Campaign goalEnter the campaign goal for this task, using the help or example shown by the form. The form’s example is What should this campaign achieve? What is the main message?. Replace it with your own value.

Use Campaign prompt

  1. Open /portal/ai-studio/campaign-wizard on your application domain, using the workspace account for this task.
  2. Find the form containing Campaign name, Audience, Start date. Complete the relevant fields using the table below. Fields can appear or change after you select an option.
  3. Select Campaign prompt. Check the current record, recipients, amount or destination before confirming when those values apply.
  4. If the application identifies a missing or invalid field, correct that field and submit again. If an external request or payment has an uncertain outcome, check its history before repeating it.
FieldWhat to enter or choose
Campaign nameEnter the campaign name for this task, using the help or example shown by the form. The form’s example is Summer launch campaign. Replace it with your own value.
AudienceEnter the audience for this task, using the help or example shown by the form. The form’s example is Agency owners, creators, local businesses.... Replace it with your own value.
Start dateUse the date/time picker. Check the date range and the timezone shown by your account or this screen.
Campaign daysEnter a number in the unit shown by this setting. Check any currency, duration or count label before saving. Minimum 3. Maximum 31.
Campaign goalEnter the campaign goal for this task, using the help or example shown by the form. The form’s example is What should this campaign achieve? What is the main message?. Replace it with your own value.
Offer / productEnter the offer / product for this task, using the help or example shown by the form. The form’s example is Describe the product, service, promotion, or launch details.... Replace it with your own value.

Fields and choices

Field descriptions appear beside each task above so that separate forms are not mixed together.

Check the result

  1. Stay in the same account/workspace and reopen the intended record or result screen.
  2. For saved settings, compare the displayed values with the choices you made. For filters and previews, check the current result scope.
  3. For queued or external work, inspect its status/history and provider result where applicable. A successful save does not by itself prove message delivery, publication, payment completion or provider approval.

Common problems

ProblemWhat to check
The screen or action is missingCheck the correct workspace account, role, enabled app and plan. A hidden action is not fixed by typing an internal endpoint.
A field is rejectedRead its validation message, choose from the offered options and check the relevant format or limit. Do not substitute a database ID for a displayed choice.
A list is emptyCheck the selected workspace, search text, date range and status filters. Clear one filter at a time before concluding that records are missing.
A request is still pendingCheck its status/history before repeating it. For messages, publishing, imports and payments, a submitted request can finish later or fail separately.

Technical reference

Role-scoped source references

Pinned commit: 1d0944d30f606782c9abf5b878224cdd3cd09b99

Source-only route information
MethodSource-default route
LIVEWIRE/portal/ai-studio/campaign-wizard
Unmapped fields — not user instructions

These fields belong to this role’s source handler, but their screen labels were not confirmed.

Source keyHandler
startDatemodules/AppAICampaignWizard/Livewire/CampaignWizardIndex.php
selectedAccountIdsmodules/AppAICampaignWizard/Livewire/CampaignWizardIndex.php
languagemodules/AppAICampaignWizard/Livewire/CampaignWizardIndex.php
tonemodules/AppAICampaignWizard/Livewire/CampaignWizardIndex.php