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How to Create a Campaign in the 4U Campaign Hub

Campaigns allow you to curate and present collections of content in a structured, branded format that appears in your Company Page's Spotlight section. Follow the steps below to create and publish a campaign.

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Prerequisites: Gather Your Images 🖇️

Three types of images are used throughout the campaign building process. Before you begin, we recommend reaching out to your marketing team to obtain all images in the correct formats and dimensions.

Image Type

Where It's Used

File Format

Minimum Dimensions

Section Cover Photo

Displayed on the campaign page as the visual thumbnail for each section

JPG or JPEG

272 × 272px

Campaign Cover Image

Represents the campaign in your Company Page's Spotlight section

JPG or JPEG

368 × 180px

Page Header Photo

Displayed as a full-width banner at the top of the campaign page (only required if the Page Header is enabled)

JPG or JPEG

Not specified — use a high-quality, wide-format image

Tip: Use high-quality, brand-consistent images for the best impact. All images can be cropped and repositioned during upload.

Prerequisites: Set Up Your Collections 📌

Before creating a campaign, make sure you have at least one Collection ready to link to it. Collections are the building blocks of campaign sections.

To create a new Collection:

  1. Click Collections in the top navigation bar.

  2. Click + Add New Collection in the upper right corner.

  3. Name your collection and add content items to it.

To add content to a Collection from the Browse page:

  1. Navigate to Browse in the top navigation.

  2. Hover over a content item and click the bookmark icon.

  3. From the dropdown, select the collection you want to add the item to.

Step 1: Navigate to Campaigns 🧭

  1. Click Manage in the top navigation bar.

  2. Select the Campaigns tab from the sub-navigation menu.

Step 2: Create a New Campaign 🪄

  1. Click the + Create Campaign button in the upper right corner.

  2. In the Create Campaign dialog, enter a title for your campaign (e.g., Intergenerational Wealth Transfer).

  3. Click Confirm.

Your new campaign will appear in the Campaigns list with a Draft status.

Step 3: Add Items to Your Campaign 📥

  1. Click on your newly created campaign to open it.

  2. Click the Add Item button in the upper right corner (or the + Add an Item card in the canvas).

  3. In the Add To Campaign dialog, choose a type:

    • Section — Links a Collection to the campaign. Sections support the overall campaign theme and are displayed on the campaign page.

    • Content Item — Adds an individual piece of content directly to the campaign.

  4. For a Section, use the Linked Collection dropdown to search for and select the collection you want to link (e.g., Intergenerational Wealth Client Events).

  5. Upload a Cover Photo for the section:

    • Click Upload Photo and select a JPG or JPEG file (minimum 272×272px).

    • In the Edit Image dialog, drag and crop the image to adjust its size and placement.

    • Click Crop, then Save.

  6. Click Confirm to add the section to your campaign.

  7. Repeat to add additional sections as needed.

Step 4: Edit Campaign Details ✏️

  1. Click the edit (pencil) icon next to the campaign title to open the Edit Campaign panel.

  2. Under Details, update the following:

    • Title — Edit the campaign name if needed.

    • Expiration Date — Set a date when the campaign should expire.

  3. Under Presentation, upload a Cover Image (minimum 368×180px) that will represent the campaign in your Company Page Spotlight section.

  4. Optionally, toggle Turn On Page Header to enable a full-width header at the top of the campaign page. When enabled:

    • Upload a Page Header Photo.

    • Enter a Header Message to provide context for viewers.

  5. Click Confirm to save your changes.

Step 5: Share Your Collection (Optional) 👥

To make a linked Collection visible to your teammates before publishing:

  1. Open the relevant Collection from the Collections tab.

  2. Click the Share button.

  3. In the Share Collection dialog, toggle on Collaborate to allow others to view, add, and remove items.

  4. Under the Viewers tab, select All people in my company from the dropdown and click Invite.

  5. A confirmation dialog will appear noting that users will not be automatically notified. Click Confirm.

An Internal Use Link will be generated that colleagues with 4U Engage access can use to view the collection.

Step 6: Publish Your Campaign ✅

  1. Once your campaign is fully configured, click the Publish button in the upper right corner.

  2. In the Publish Campaign? confirmation dialog, click Publish.

Your campaign status will change from Draft to Published, and it will become visible in the Spotlight section of your Company Page in 4U Engage.

What Viewers See 👀

Once published, anyone visiting your Company Page will see the campaign featured in the Spotlight section. Clicking the campaign tile takes them to the full campaign page, where they can browse all linked sections and content items.

Share Your Published Campaign 👥

Once your campaign is live, you can share it with a single link using the Share button on the campaign page. This makes it easy to promote all of your campaign's resources at once — no need to share individual pieces of content separately.

Use the Share link to promote your campaign through channels such as:

  • Your company intranet

  • Internal or external email newsletters

  • Team communications

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