Build Your First Campaign

Three ways to create a campaign in Marklo — from scratch, from the calendar, or Ask Marklo

Canvas is where you plan and brief out campaigns. It connects to your Shopify products, feeds into your calendar automatically, and keeps everything in one place so your team isn't juggling Slack threads and spreadsheets.


Option A: Create from the New Campaign button

  1. Click + New Campaign in the upper right of the calendar

  2. Fill out the Campaign Brief: name, type, date range, channels, products/collections, and any discount codes

  3. Your campaign canvas opens — manage all the elements from here

  4. The campaign will be saved and appear on your calendar


Option B: Quick Add from a day on the calendar

  1. Click on any day on the calendar — a + icon appears

  2. Click the + and select Campaign

  3. Add a name and dates — the canvas opens for you to build out further


Option C: Start from an Ask Marklo suggestion

  1. Open Ask Marklo and ask what campaigns make sense for the next few weeks

  2. Pick a suggestion from the response — it opens in Canvas pre-populated

  3. Refine, add products, and collaborate with your team from there


Inside the Campaign Canvas:

  • Edit briefs — you're always in control; Marklo AI assists with faster generation

  • Add channels — drag and drop from the left pane: Email, SMS, Social Post, Web Assets

  • Delete or duplicate any individual campaign element

  • Analytics — use Rev IQ to see how this campaign compares to your historical performance

📹 Video walkthrough: Building a Campaign Step by Step