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Smart Campaigns Best Practices

Build, Edit, and Approve Your Campaign Content

KCM’s Smart Campaign builder helps you plan a week of expert social content in minutes. Choose a KCM-curated message or build your own campaign by selecting topic(s) and audience(s), and KCM will generate a content schedule designed for your selected social channels.

You stay in control of what posts, when it posts, and where it posts. Use the best practices below to confidently review, customize, and approve your Social Edge campaigns.

Build Your Own Smart Campaign
Review the Campaign Narrative First
Edit Individual Post Captions and Hashtags
Duplicate Content Across Platforms
Change Dates and Times for Scheduled Posts
Change Social Media Channels
Delete Unwanted Content
Source Additional Content for the Campaign
Review the Full Campaign Before Approving
Recommended Workflow
Final Best Practice


Build Your Own Smart Campaign

When building your own Smart Campaign, you can curate the message of your campaign by selecting the topics and audiences you want to focus on.

To get started:

  1. Choose up to 3 topics.
  2. Choose up to 2 audiences.
  3. Click Build Campaign.

        Once your campaign is generated, the Smart Campaign builder will create a campaign narrative and suggested posting schedule based on your selections. It may also mix different post types to support your campaign focus. Your campaign will include content dates and times for a 7-8 day schedule.

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        Review the Campaign Narrative First

        Before editing individual posts, review the campaign narrative.

        The campaign narrative explains the overall message behind your campaign, why certain content was selected, and how the campaign is intended to progress across the scheduled days.

        This will help you better understand the strategy behind the proposed posts before deciding what to keep, edit, move, duplicate, or delete.

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        Edit Individual Post Captions and Hashtags

        Captions help frame your content and give your audience a reason to engage. Each post can be customized before approval.

        Use the edit option to adjust the caption and hashtags so the post sounds more like you and better reflects your local market, brand, and audience.

        Best practices:

        • Add a local reference when appropriate.
        • Include a clear call-to-action.
        • Adjust the tone or phrasing so it sounds like you.
        • Add a question to encourage engagement.
        • Use hashtags that make sense for your market and audience.
        Call-to-action examples:
        • “Message me if you want to talk through what this means for your next move.”
        • “If you’re wondering how this applies in our local market, I’m happy to help.”
        • “Let’s look at the numbers together before you make your next decision.”

                        NOTE: After making edits, always save your changes before moving on.

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                        Duplicate Content Across Platforms

                        If you want the same post to publish across multiple platforms, you can duplicate the post and adjust each version for the appropriate channel.

                        This is helpful if you want one message shared to Facebook, Instagram, and LinkedIn, but with slightly different formatting, hashtags, or creative.

                        Best practices:

                        • Duplicate the post once for each additional platform.
                        • Confirm the correct social media channel is selected for each version.
                        • Edit the caption, hashtags, or wording as needed for each platform.
                        • Review the date and time for each duplicated post before approving.
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                                Change Dates and Times for Scheduled Posts

                                You can adjust the date and time of proposed content before approving your campaign.

                                This is helpful when:

                                • Multiple posts are scheduled on the same day.
                                • You want to spread content across the week.
                                • You want to move extra content to another open calendar date.
                                • You want to avoid unintended double posting.

                                        Best practice:

                                        If you change the date or time and do not see the update reflected immediately, refresh your browser before approving the campaign. This helps ensure the campaign approval view is showing the most current version of your schedule.

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                                        Change Social Media Channels

                                        Before approving a post, confirm which social media channel it is assigned to.

                                        If you are posting to multiple platforms, make sure each duplicated version is assigned to the correct destination.

                                        For example, if you want the same post to publish to Facebook, Instagram, and LinkedIn, each version should be assigned to the appropriate platform before approval.

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                                        Delete Unwanted Content

                                        If the campaign generates content you do not want to use, you can delete it before approving the campaign.

                                        To remove unwanted content:

                                        1. Locate the post you do not want to schedule.
                                        2. Click the trash can icon in the upper right-hand corner of that post.
                                        3. Confirm it has been removed from the campaign approval view.
                                        4. Continue reviewing the remaining posts.

                                                Best practice:

                                                If you see more posts than you planned to use, either delete the extra content or change the date to fill another calendar day. Only the content left in the approval view will move forward into your posting schedule.

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                                                Source Additional Content for the Campaign

                                                If you want to add more content while staying within your campaign topic and audience, use the Additional Content tab.

                                                This helps keep your messaging consistent and makes the campaign feel more intentional.

                                                You can review content flagged as Most Relevant Content based on your campaign parameters, or scroll through All Content to find additional options.

                                                When adding supplemental content:

                                                1. Select the content you want to add.
                                                2. Edit the caption and hashtags.
                                                3. Choose the post date and time.
                                                4. Assign the correct social media channel.
                                                5. Click Add to Campaign.

                                                          Once all supplemental content has been added, return to the Selected Content tab to review the full campaign before approving.

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                                                          Review the Full Campaign Before Approving

                                                          Before approving a campaign, review each proposed post in the campaign approval view.

                                                          Smart Campaigns may generate more than one piece of content for a given day, depending on the campaign topic, audience, available content, and recommended posting times. You may also see content scheduled beyond the immediate week, depending on what the campaign creates.

                                                          Before approving, check:

                                                          • The date of each post
                                                          • The scheduled time
                                                          • The selected social media channel
                                                          • The caption and hashtags
                                                          • The image, video, or creative being used
                                                          • Any duplicate or extra posts you do not want scheduled

                                                                      NOTE: The campaign approval view is your final review space. Anything you do not want scheduled should be deleted or moved before approval.

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                                                                      Recommended Workflow

                                                                      For the smoothest experience:

                                                                      1. Start a recommended Smart Campaign or build your own.
                                                                      2. Review the campaign narrative.
                                                                      3. Review all proposed content before editing.
                                                                      4. Edit captions, hashtags, logos, videos, or thumbnails as needed.
                                                                      5. Duplicate content only when needed.
                                                                      6. Assign each duplicated post to the correct platform.
                                                                      7. Change dates or times as needed.
                                                                      8. Delete content you do not want to use.
                                                                      9. Move extra content to another date if you want to keep it.
                                                                      10. Source additional content from the Additional Content tab, if needed.
                                                                      11. Refresh your browser if date or time changes do not appear immediately.
                                                                      12. Complete one final review of the campaign approval calendar.
                                                                      13. Approve the campaign.

                                                                                                NOTE: Once approved, your campaign will populate in your KCM dashboard’s Smart Campaign Posts calendar and in your Social Campaign dashboard.

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                                                                                                Final Best Practice

                                                                                                Think of the campaign approval view as your final editing room.

                                                                                                KCM will recommend content, dates, times, and platforms based on your campaign selections, but you remain in control. Before approval, review each post carefully and decide what should be published, moved, edited, duplicated, or deleted.

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                                                                                                Questions? Reach out to your KCM Support team — we're here to help!