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Campaign

Geiger Campaign

Campaign is the suite's app for marketing campaigns. Open it from any project, try it in the playground, and choose who sees each section with Team & Roles.

Live demo, changes reset on reload

Start here

Basics

Opening Campaign

Campaign works inside a project, and everyone in your organization can open its projects there. To open Campaign, choose Campaign on a project in your organization in Dash, and Campaign opens on that project. If your organization's plan doesn't include Campaign, it's dimmed on the project in Dash and can't be opened, and hovering over it shows Campaign isn't in your plan.

The address bar keeps the project and the screen you're on, so a refresh or a link someone shares from it opens that same project and screen. Campaign has no project switcher of its own.

The first time you open a project, Campaign gives you a role there from your role in the organization, and that role decides which sections you see. See How members get their role.

Basics

Trying Campaign in the playground

The Campaign playground opens a sample project in Campaign without an account, so you can click through it, Team & Roles included, before you sign up.

Everything in the playground is sample data, and nothing you change there is saved: reloading the page starts it over. The account menu's links don't go anywhere in the playground.

Navigation

The Campaign sidebar

The Campaign sidebar starts with Overview and ends with Settings. In between are Audience, Campaigns, Automations, Channels, Chat Automation, Broadcasts, Social, Communities, Ads, Creators, Transactional, Deliverability, CRM, Inbox, Acquisition, Commerce, Content, Reporting, AI Assistant, Data and Integrations.

Choosing a section that has screens expands it, and choosing a screen opens it. Settings expands to General, Team & Roles, Approvals, Branding, Billing, Connections and Advanced. The button at the bottom of the sidebar shrinks it to icons; hover over an icon to see its name. On a narrow screen, the sidebar button at the top left opens it.

The sidebar lists only the sections your role includes, so two people in the same project can see different sidebars. See Built-in roles.

Team

Team and roles

Each person in a project holds one role there, and the role decides which sidebar sections they see and whether they can manage the team. Every project has five built-in roles:

  • Owner: everything, including billing
  • Admin: every section, and managing the team and roles, but not billing
  • Manager: every section, adding members and assigning roles
  • Member: Overview, Audience, Campaigns, Automations, Channels, Inbox, Content, Reporting and AI Assistant
  • Viewer: Overview and Reporting

Manage people and roles under Settings → Team & Roles: add members from your organization, change their roles or remove them, create your own roles, and switch each role's permissions on or off. The Team & Roles guide covers all of it.

Members: add people from your organization to a project
Roles: Owner, Admin, Manager, Member, Viewer and your own
Section access: each role sees only its sidebar sections
Permissions: switches for sections and team controls

Account

The account menu

Your picture or initials at the top right of Campaign open the account menu, with your name and email at the top.

  • Profile, Organization Settings and Billing & Plans open your profile, the project's organization and the billing page in Dash.
  • The sun and moon buttons switch Campaign between light and dark themes. Until you pick one, Campaign follows your device.
  • Settings and Security open the project's Settings → General and Settings → Team & Roles.
  • Send Feedback starts an email to feedback@geiger.studio, and Help & Support one to help@geiger.studio.
  • Sign out signs you out of Geiger and opens the sign-in page.