Yoho’s campaign planner helps you align your entire team around product drops, content launches, social posts, and outbound moments, all in one calendar.
Step 1: Go to the Plan tab
Click on Plan from the sidebar.
Here you’ll find three ways to view your work:
Calendar - a monthly view to see all key items
List - a compact overview of everything coming up
Daily View - what’s on the plate today
Use filters at the top to sort items by event type, social platform, or status.
Step 2: Add a new calendar item
Click the red ➕ icon in the top right. A panel will open on the right with three steps:
Select Category
Choose the type of campaign item:
Events (e.g., sales, launches, photoshoots)
Social Media (e.g. posts, reels, story content)
Outbound (e.g, emails or anything sent externally)
2. Select Type
Pick the subtype related to your chosen category, like post format, platform, or content classification.
3. Add Campaign Details
Input title, timeline, and tags. These will connect your campaign to assignments and help organize all related creative work.
Step 3: Build supporting work
Once your campaign is created:
Head to the Create section to add Ideas
Turn ideas into Assignments
Link those assignments to the campaign item you just created
This ensures everything stays organized and connected to your campaign timeline.
Step 4: Assign and collaborate
Assign contributors to each task. You can:
Set due dates
Attach deliverables
Define stages (e.g., Additions → Deliverables → Launch)
Contributors will see their assignments on their dashboards, and you can track their progress in real-time.
That’s it, your campaign is live!
You can now monitor timelines, status, and team progress in the Planner. All updates flow back to the campaign overview.