Creating Campaigns from Open Search

Turn your Open Search queries into fully configured campaigns—now with smarter forms, keyword validation, and AI-assisted setup.

Creating a campaign no longer requires starting from scratch. With the enhanced workflow, you can search for a topic in Open Search, review the mentions, and instantly convert those keywords into a complete campaign.

This guide explains in detail how the process works and what gets automatically carried over when you create a campaign from Open Search.

How It Works

Start from Open Search

Enter your topic or keywords in the keyword search field on the Search page. You must at least enter 1 keyword before proceeding to the next step.

Refine the Search Results

Use the filters at the top of the Search page to narrow down your results before creating a campaign:

• Period Filter
  Choose from preset time ranges such as Today, Last 7D, Last 30D, Last 60D, Last 90D, Last 6M, and Last 12M.
  Custom Date is intentionally disabled because campaigns can only be generated using standardized, predefined periods to ensure consistent and complete data coverage.
• Search Keywords
  Add, remove, or adjust your keywords directly from this field. Each keyword appears as a green bubble tag, and these will be automatically carried over to your campaign setup.
• Country Filter
  Select the market you want to analyze. Available options include: Myanmar, Thailand, India, Indonesia, Sri Lanka, Vietnam, Brunei, Pakistan, Bangladesh, China, Malaysia, Australia, Nepal, Cambodia, Singapore, and the Philippines.

Once your filters and keywords accurately match the conversation you want to track, click “+ Create New Campaign From Search” to convert these settings into a new campaign.

Review Your Campaign

Before finalizing your setup, review your campaign details below:

• Campaign Name & Industry
  Update the name and select the most relevant industry to help organize and categorize your campaign.
• Starting Date
  Verify the automatically generated start date, which is based on the period filter you selected in the previous page.
• Channels
  Review the auto-selected channels which determine where the system will collect data for your campaign.
• Keywords
  Review the keywords imported directly from your Search query. At this stage, you can only select or unselect the imported keyword(s). If you need to add new keywords or remove existing ones, click the ‘Cancel’ button and update your inputs using the Search Keywords field on the Search page.
• Access Type
  Choose how the campaign should be shared—whether it’s Private, Specific Users, or Public within your organization.

Once everything looks correct, click Confirm to create the campaign and begin data collection immediately based on your configured settings.

A confirmation pop-up will appear, informing you that creating a campaign will immediately consume your data usage and cannot be undone. Click Confirm to proceed, or select Cancel to exit without creating the campaign.

Once your campaign has been successfully created, another confirmation pop-up will appear. From here, you can choose to continue creating a dashboard using your newly created campaign or go directly to the My Data page.

Your new campaign can be seen in the Campaign Library. From here, you can manage it using the options available in the action menu:

• Rename & Edit Access — Update the campaign name and adjust who can view or access it.
• Edit — Modify the campaign’s settings and details.
• Delete — Permanently remove the campaign if it is no longer needed.
• Set to Inactive — Temporarily disable the campaign to stop data collection without deleting it.

Creating campaigns from Open Search is designed to help you move quickly—from exploring a topic to tracking it in a structured, measurable way. Whether you’re monitoring an emerging trend, managing a crisis, or setting up competitive tracking, this flow ensures your campaign starts with accurate settings and minimal manual work.

You can always make further changes in the Campaign Library, where all editing and access controls are available.