In order to assign an initiative, initiatives must be created. Initiatives can be created from either the post editor or from the Planner page. Initiatives created this way will be available for both posts and campaigns. Only Administrators and Program Managers can create initiatives.
- Sign into Studio as an Administrator or Program Manager.
- Create or edit a post and under publish settings select Initiatives.
Navigate to Planner and in the filters row select Initiatives.
- Select Manage Initiatives.
- Select New Initiative.
- Name the new initiative and click Save.
The new initiative will appear immediately under publish settings or campaign settings, ready to use right away.