Overview

The Campaign Agent in Folloze is an AI-powered way to build personalized, on-brand campaign boards faster and with far less manual setup.

With just a few simple inputs, it translates your strategy, offering, audience, and goals into a fully structured, ready-to-edit board. By automating repetitive setup work while preserving creative control, Campaign Agent helps teams launch more campaigns, reach more audiences, and maintain consistent brand quality at scale.

This guide walks you through how to get started, what to expect at each step, and how to get the most out of the Campaign Agent.

 

---

 

Step 1: Define Your Campaign Brief with the Campaign Agent

To get started, go to:
https://app.folloze.com/app/my_content
and click Generate Board.

This opens the Campaign Agent chat, where you define your campaign brief through a short, guided conversation. Each question focuses on a key campaign input, helping the agent understand what you’re promoting and who you’re targeting.

For each question, the agent also offers three clickable suggestions to help you answer quickly. You can select one of the suggestions as-is, use it as a starting point, or ignore them and type your own response.

Your progress (1–6) is displayed at the top of the chat. After each response, the agent summarizes your input for review, and you can make quick edits before continuing.

Campaign Inputs

Product, Service, or Offering (Required)

This is the only required input needed for the Campaign Agent to generate a board.

Describe what you’re promoting and the value it delivers. If you already have product or service information available, you can upload a file or share a public URL instead. The Campaign Agent will automatically summarize the content and use it to tailor your board.

Supported formats include PDF, DOCX, TXT, and CSV files, as well as public webpage URLs. The system extracts relevant descriptions, value propositions, and keywords to improve accuracy.

Target Audience

Define who the campaign is for, such as roles, industries, accounts, or segments.

In the current version, the Campaign Agent creates one board for one audience at a time. Support for multiple audiences and personalization rules will be added in future releases.

Campaign Message

Summarize the main takeaway or value proposition you want visitors to remember.

You can provide as much detail as you like, or ask the agent to help draft or refine the messaging for you.

Campaign Goal

Specify the primary objective of the campaign, such as generating leads, building awareness, or driving event registrations.

If you’re unsure, the agent can help you refine your goal or suggest common objectives based on your campaign type.

Additional Details

Include any supporting context that can help shape the campaign, such as offers, CTAs, or areas of emphasis. These details provide background and intent that the agent uses when generating content.

Generation Instructions

Add specific preferences for how you want the campaign to be created, such as preferred language, tone of voice, or structural preferences (for example, number of CTAs).

Generation Instructions influence the style and structure of the output, while Additional Details provide context about the campaign itself.

Helpful Tips

• Each question includes three suggested answers you can click to respond quickly, or use as inspiration for your own wording.

• You can paste existing briefs or descriptions directly into the chat — no need to retype content.

• Use the chat creatively. The Campaign Agent can help draft, improve, or rephrase messaging, headlines, and more.

• Each campaign input can also be fine-tuned manually from the sidebar for greater precision.

Before creating your board, you can review and edit any of the information you’ve provided — either in the chat or in the sidebar — to ensure accuracy and tone.

 

---

 

Step 2: Create Your Board

When you finish the conversation, the Campaign Agent prepares to design your board.

Click Create Your Board to continue.

The system generates a draft Folloze board pre-filled with a complete structure, headlines, CTAs, and messaging aligned with your brief. The board is created entirely from scratch — not from a fixed template.

Behind the scenes, the Campaign Agent interprets your inputs and decides which sections to include, how to sequence them, what each section should communicate, and which visuals best support the story. All of this is generated automatically based on your campaign brief.

The result is a board that feels thoughtfully crafted for your product, audience, and goals — without requiring you to design it manually.

The board name is generated automatically using AI, based on the campaign information you provided.

Once the board is ready, you are automatically redirected to the Designer tab, where you can refine and publish the experience.

On-Brand Design

• Images are automatically selected from your organization’s Org Media Library.

• If no relevant images are available, the system uses standard section visuals.

• Boards always follow your organization’s brand theme, including colors, fonts, and layout, ensuring consistent, on-brand design.

 

---

 

After Creation

Your new board appears under My Boards. From there, you can:

• Edit layout, copy, and images in the Board Designer

• Add relevant content items for the campaign

• Use Generator Agent inside the Designer to refine copy, update images, and manage sections

• Collaborate with teammates by inviting them to the board

• Publish the board for your target audience

 

---

 

What the Campaign Agent Does Well

The Campaign Agent is designed to make campaign creation fast, scalable, and on-brand. It excels at:

• Generating a complete campaign board from scratch, including structure, sections, text, images, and flow

• Translating your strategy, offering, audience, and goals into marketing-ready content

• Drafting and refining headlines, value propositions, CTAs, and body copy through simple chat prompts

• Producing boards in any language

• Maintaining brand consistency by always following your organization’s theme

• Extracting and using insights from uploaded files and shared URLs

 

---

 

Current Limitations

To set clear expectations, the Campaign Agent does not currently support:

• Custom design or color requests beyond your organization’s theme

• Requesting specific content items from your Content Center

• Selecting or placing a specific image on the board

• Creating multi-audience boards or applying personalization rules

 

---

 

Not Included in AI Generation

The following items are not generated automatically and can be added manually after the board is created:

• Registration pages

• Floating sections

• Content selection

 

---

 

Admin Settings and Controls

The following configuration options are available to Folloze admins and define how Campaign Agent–generated boards align with organizational standards.

Header and Footer Configuration

Admins select an Org Template whose header and footer are automatically applied to all boards created through the Campaign Agent, ensuring consistency and brand governance.

Image Management

Campaign Agent uses images from the Org Media Library to visually enrich generated boards.

How images are selected:

• Images are pulled only from the Org Media Library (videos are not used at this time).

• If an organization has few or no images, Folloze can import images from the customer’s top-performing boards.

• Imported images are categorized into relevant libraries.

Imported images are visible only within Campaign Agent until approved by an admin.

If no suitable image is found for a section, the Campaign Agent falls back to standard section visuals to ensure the board remains visually complete.

 

Admin Controls

Admins can manage AI-available images by:

• Deleting images they do not want available

• Moving images to different media libraries

• Approving images, making them available in the Designer as well as in Campaign Agent

 

 

---

 

Frequently Asked Questions (FAQs)

Can I skip questions or leave fields empty?
Yes. Only the Product, Service, or Offering is required. All other inputs are optional, and you can skip them if they’re not relevant. The Campaign Agent will still generate a complete board based on the information you provide.

Can I change my answers after moving to the next question?
Yes. You can review and edit any answer at any time using the chat or the sidebar before creating your board.

What happens if I click one of the suggested answers?
When you click a suggestion, it’s added as your response. You can keep it as-is, edit it, or expand on it to better reflect your campaign.

Do the suggested answers limit the output?
No. Suggestions are meant to help you get started faster. The Campaign Agent always considers your full input — whether typed or selected — when generating the board.

Can I generate the board in a different language?
Yes. The Campaign Agent can generate the entire board in different languages. You can specify the desired language as part of your Generation Instructions, and the generated content will follow that language throughout the board.

Will the board match our brand guidelines?
Yes. All boards created by the Campaign Agent automatically follow your organization’s brand theme, including colors, fonts, and layout.

Is the Campaign Agent using my organization’s template?
Not exactly. The Campaign Agent generates the board structure dynamically based on your campaign brief (it does not use templates for layout or section selection). However, your organization’s Org Template is used for the header and footer configuration, to ensure consistent branding and governance.

Can I edit the board after it’s created?
Yes. Once the board is generated, you can fully edit layout, copy, images, and content in the Board Designer, just like any other Folloze board.

Why can’t I request specific images or colors during generation?
To ensure compliance and consistent brand governance, the Campaign Agent automatically applies your organization’s approved theme and selects images from the Org Media Library during generation. Colors, fonts, and specific image choices cannot be overridden at this stage.

Can I add specific content items during generation?
At this point, no. Content items are not added during generation. After the board is created, you can manually manage content items in the Board Designer.