Team campaigns
A team campaign is for your own staff: the Your team side of Advocacy. You package event content into a schedule of posts — LinkedIn posts, quote cards, clips — pick a goal, and send it to sales, membership or marketing through Slack, Microsoft Teams and email. Each teammate posts to their own LinkedIn from a personal share kit, and in tracked mode you get a leaderboard instead of a guess about who actually posted. Team campaigns sit beside your event community’s campaigns in Marketing → Advocacy → Campaigns.
Video transcript
Team campaigns. Advocacy hands your speakers, sponsors and attendees a card and a link and asks them to share. A team campaign points the same idea inward. You package event content into a schedule of posts, quote cards, clips, LinkedIn copy, pick a goal, and send it to your own sales, membership or marketing team through Slack, Microsoft Teams and email. In tracked mode every teammate gets a personal link, so you end up with a leaderboard instead of a guess about who posted.
Team campaigns live inside Advocacy, under Marketing in the event sidebar. The Campaigns list holds both kinds side by side. All, Your team, and Event community narrow it to one kind, and each shows how many it holds. Your team is the filter for your own staff’s campaigns, one live and one still in draft here, with their sharers, shares and clicks in the same columns as everything else.
There’s nothing to switch on first. Team campaigns are part of Advocacy, and every organization has them, so there’s nothing to request and no extra module. To deliver in Slack or Microsoft Teams, connect them from Apps, any organization can. Email works without either.
New campaign asks one question first. Who’s sharing it? Your event community is the default, participants, sponsors, exhibitors and attendees. Your team is your own staff, posting to their own LinkedIn from posts you schedule. You can’t change this after the campaign is created, so pick your team and continue.
The builder starts with three questions. What’s the goal, drive registrations, boost attendance, grow reach and authority, maximise on demand, drive pipeline, or custom, and that sets the default call to action and which metric counts as primary. Who’s it for, sales, membership, marketing or custom, plus the call to action and, in tracked mode, the destination link. And why we’re sharing this, a line or two on what the posts are for and how to post them, which sits at the top of every teammate’s share kit.
Then what goes in, at least one asset type, a LinkedIn post, a quote card, a clip. Then the posts. A posting schedule lays them out at twenty one, fourteen, seven and one day before the event, and you edit each one. How it reaches them, deliver to share, which is tracked, or deliver to use, which is not, then Slack and Microsoft Teams channels and people, and email addresses. Email works on its own without either app. And create, or send test first so it lands with you.
Here’s a live one. The schedule timeline shows each post, the one already sent, the one up next, and the ones still scheduled. Once a campaign is scheduled or active, every post goes out on its own when it’s due. A post with a date goes on that date. A post set some days before the event goes at nine in the morning in the event’s time zone. A post that’s more than a day late doesn’t go on its own, it waits for you to send it.
If you need to hold everything, Pause sharing. The campaign shows Paused, scheduled posts wait, and Send now still works if one needs to go anyway. Resume sharing puts it back to active, or scheduled if nothing has gone yet, and anything due goes out on the next run.
Send now delivers the next pending post right away, and each row shows how many teammates have shared it, with Nudge for the people who haven’t. Recipients never need a Sessionboard account. Each person gets a direct message in Slack or Teams and an email, both with one button to their own share kit, and that kit is where they post.
Tracked campaigns show clicks, shares and conversions, with your goal’s metric highlighted and a to go count until you hit the target, and Top performers ranks your team by shares. Their shares and clicks also count in the event’s Advocacy analytics and activity, beside your event community’s. Untracked campaigns show nothing at all, that’s the trade off for a simpler kit, and you can switch one to tracked later.
That’s a team campaign, your own staff as the channel, with the receipts. For the outside version, the one every event already has, see Advocacy, where participants, sponsors and attendees get their branded card and tracked link. And for the assets a team campaign carries, the Quotes and Clips libraries under Source and produce.
Advocacy’s two kinds of campaign point in opposite directions. Event community campaigns activate people outside your organization — participants, sponsors, exhibitors, attendees. Team campaigns equip people inside it.
Why use it
Section titled “Why use it”Sending colleagues a clip and “please share” in Slack gets a few reposts and no idea who did what. A team campaign gives every teammate the same short brief, a schedule that sends itself, copy they can make their own and a one-tap post, and records each post against their name, so you can see who has shared and nudge only the people who haven’t.
Before you start
Section titled “Before you start”- Slack or Microsoft Teams connected, if you want to deliver to channels or people there. Every organization can connect both; the recipient picker links to Connect Slack when it is not connected yet. Email alone works without either. For Teams, your Teams admin adds the Sessionboard app in Microsoft Teams once; people who added the app, and channels of teams it was added to, can then be picked.
- Team members in your organization, so the recipient picker can find them.
- A destination link if you’re running in tracked mode.
Create a team campaign
Section titled “Create a team campaign”Go to Marketing → Advocacy, click New campaign, choose Your team under Who’s sharing it? and click Continue. To create one for the whole organization rather than one event, use New team campaign in the Your team section of the organization’s Marketing → Advocacy page.
What's the goal?
Pick an outcome: Drive registrations, Boost attendance, Grow reach & authority, Maximize on-demand, Drive pipeline, or Custom. This sets the default call to action and which metric is treated as primary.
Who's it for?
Choose the audience — Sales, Membership, Marketing, or Custom — and write the call to action. In tracked mode, add the destination link.
Why we're sharing this
Write a line or two about what the posts are for and how to post them. It is shown at the top of every teammate’s share kit and quoted in the email they get.
What goes in
Name the campaign and choose the asset types to include: LinkedIn post, Quote card, Clip, Audiogram, Carousel, Blog snippet, or Talking points. At least one is required.
The posts
Turn on Generate a posting schedule to lay out posts at T-21, T-14, T-7 and T-1 days before the event. Edit the copy and asset for each.
How it reaches them
Choose Deliver to share (tracked) or Deliver to use (untracked), then add Slack channels, Slack people, Microsoft Teams channels, Microsoft Teams people and email recipients. You can also generate a public link, which reports in aggregate only.
Create
Click Create team campaign, or Send test first to send it to yourself.
How posts go out
Section titled “How posts go out”Once the campaign is Scheduled or Active, each post goes out on its own when it’s due:
- A post with a date goes out on that date.
- A T-N post goes out N days before the event’s first day, at 9:00 in the event’s time zone.
- A Day N post is counted from the day the first post went out.
Each post is sent once. A post that is more than a day late — for example, because you launched the campaign after its date — is not sent on its own; send it with Send now.
Each teammate gets a direct message in Slack or Microsoft Teams, when they’re there, and an email when you have their address. Channels get a post that tells people to look for their own share kit. See Post from your team share kit.
Send and follow up
Section titled “Send and follow up”Open the campaign from the Campaigns list to see its schedule timeline.
- Send now delivers the next pending post right away. If that post’s asset isn’t set up yet, the dialog says Finish “post” before sending and offers Edit the post instead; nothing is sent.
- Each scheduled row shows how many teammates have shared it (for example 1/1 shared, then All shared), and lets you nudge people who haven’t shared yet, mark the post sent, or edit its copy.
- Send test delivers to just you, which is worth doing before the first real send.
- My share kit opens your own kit when you’re on the recipient list.
Pause and resume
Section titled “Pause and resume”Click Pause sharing on the campaign (or in the ⋯ menu on the Campaigns list). The campaign shows Paused: scheduled posts wait, and Send now still works. Resume sharing returns it to Active if something has been sent already, otherwise to Scheduled, and due posts go out on the next run.
Track performance
Section titled “Track performance”Tracked campaigns show Clicks, Shares and Conversions, with the metric matching your chosen goal highlighted and progress shown as “N to go” until you hit the target. Top performers ranks your team by shares.
Team campaigns also count in the event’s Advocacy → Analytics and Activity tabs, beside your event community campaigns; their rows open the team campaign.
Untracked campaigns show no metrics at all — that’s the trade-off for a simpler kit. You can switch a deliver-only campaign to tracked later.
Duplicate or delete
Section titled “Duplicate or delete”- Duplicate copies the campaign, its posts and its Why we’re sharing this, ready for another event.
- Delete asks you to confirm; a campaign that has been sent also asks you to type
DELETE, and your team stops getting its posts. The toast offers Undo. See Delete a campaign.
Where did the old team campaigns page go?
Team campaigns are in Marketing → Advocacy → Campaigns, filtered with Your team. Old links to the separate team campaigns page open that list; at the organization level, they open the Your team section of the Advocacy page.
Do recipients need a Sessionboard account?
No. The Slack or Teams message or the email opens their personal share kit, and they post from there. See Post from your team share kit.
What's the difference between tracked and deliver-only?
Tracked gives every recipient a personal link, which produces click and share attribution plus the leaderboard. Deliver-only just hands over the content with no measurement.
Why can't I see Slack or Teams channels?
Slack isn’t connected, or the Sessionboard app hasn’t been added in Microsoft Teams. The picker says Slack isn’t connected with a Connect Slack link, or Microsoft Teams isn’t connected / Add the app to a team first. Email delivery still works in the meantime.
A scheduled post didn't go out
Check that the campaign isn’t Paused, that the post’s asset is set up, and that the post isn’t more than a day late. Late posts wait for Send now.
Related
Section titled “Related”- Post from your team share kit — what teammates see
- Advocacy campaigns — the Campaigns list and your event community’s campaigns
- Quotes and Clips — the assets a team campaign carries
- Marketing overview