Atarim for Marketing Managers: Integrating Atarim into Campaign Management

Campaign work fails on coordination, not on craft. Legal wants a wording change, the designer already shipped the version legal was looking at, the CMO approves something in a meeting nobody took notes in, and launch day arrives with three people holding different versions of the truth. Atarim collapses that by putting review, deadlines, and sign-off on the campaign asset itself.

Feedback, deadlines, and sign-off attached to the page itself rather than scattered across tools.

This guide covers the parts of the product that matter when you are the person accountable for the launch date.

Structuring Campaigns

The first decision is what a project represents. Two patterns work, and mixing them is what creates mess.

• A project per campaign. Best for time-boxed work with a launch date — a product launch, a seasonal push. Everything for that campaign lives together and can be closed out when it ships.
• A project per property. Best for ongoing work on a site or channel you keep returning to, with campaigns tracked through tags and stages instead.

Folders group related projects, which is what keeps a portfolio of campaigns navigable rather than a flat list of thirty.

Running a Review on Campaign Assets

Reviewers open the page and click the thing they are commenting on. Each comment becomes a task carrying the page, the element, the browser, the reviewer’s screen size, and a screenshot of what the reviewer saw.

For you that removes the two most expensive parts of campaign review: working out what someone meant, and working out whether it has been done.

1. Share the campaign with your reviewers using the steps in the next section.
2. Ask them to comment directly on the page rather than replying by email. Each comment becomes a trackable task rather than a line in a thread.
3. Watch the task list as feedback arrives. Contradictory feedback surfaces during the round, when it is still cheap to resolve.

Tracking Campaign Deadlines

Project stages give a campaign a visible timeline. The panel is reached from the bottom bar, with the tooltip “Track project stages and deadlines”, and it is headed Project Stages and Deadlines. It shows in Comment mode to your team and to clients with an account. Guests and collaborators don’t see it.

Sharing a Campaign for Review

Reviewers reach the work through Share, available on the project and from the Collaborate toolbar while you are on a page. The window separates the two audiences you deal with.

Inviting Stakeholders and Clients

Guests need no account, so an email address is all it takes to bring someone in.

Instructions:

1. Open Share and go to the Guests and Clients tab. The email field is headed Add Guests or Clients. The description explains the scope — they are invited to collaborate on this project only, and see a simplified interface tailored for non-technical users.
2. Type an email address and press enter. Repeat for each person.
3. Optionally select Add a Note and give them context for what you want reviewed.
4. Select Instant Invite – No Login Needed. A confirmation reports the invitation was sent.

Inviting Your Own Team

Team invitations sit in a separate section from guests, because the access they grant is different.

Instructions:

1. In Share, open the Team Members tab and go to Add Team Members.
2. Add names or email addresses. Administrators can also choose whether new teammates join as Administrators or Team Members.
3. Optionally use Add a Note to say why you are inviting them.
4. Select Invite My Team.

Controlling Who Can Open the Project

On the Manage Access tab, which only administrators see, General Access asks Who can view this? and offers two settings. Changing it is a paid feature.

• Anyone with the link — anyone holding the link can access the project.
• Only people with access — restricted to people you have invited.

A separate Enable Guest Mode option launches Atarim in Comment Mode for guests by default, which removes a step for reviewers who would otherwise land in Browse mode and wonder why clicking does nothing.

Copy Link gives you the link to paste into a brief or a calendar invite, and confirms with Copied!. Everyone already invited is listed under People with Access, searchable, with controls to resend a pending invitation or remove them. The project owner cannot be removed.

Setting Up a Campaign Timeline

Stages are created from the project itself, through the project actions menu.

Instructions:

1. Find the campaign project on the Projects screen and open its actions menu.
2. Select Set Project Stages. A window opens for managing the project’s milestones.
3. Under Create a new Milestone, enter a Milestone Title — the field suggests something like “Sprint 1”.
4. Set a Due Date.
5. Select Create. The milestone appears under Active Milestones, and the stages panel then appears on the project for your team and for clients with an account.
6. As each stage finishes, select the clock icon beside it (Mark milestone as complete). It stays in the list marked Completed, and its clock icon becomes a green check. If you were too early, select the check (Mark milestone as incomplete) to reopen it.

Organizing Work with Tags

Tags cut across projects, which makes them the right tool for anything that is not a project boundary — a channel, a market, a campaign phase, a legal review batch.

Tags are added on a task, under Add Tags, with the field prompting you to type and press enter to create a new tag. Where none exist yet, it invites you to create your first tag.

Seeing the Campaign Pipeline

Boards give you the view a list cannot: where everything is at once. On the Tasks tab, two built-in boards are available from the board picker.

Using the InnerCircle on Campaign Pages

Atarim’s AI review team can pass over a page before your stakeholders do. Lexi and Index matter most for campaign work, and you can switch each expert on or off individually, apart from Claro, who is always included.

Findings come back in the Tasks tab, listed as subtasks under the review and grouped by the section of the page they were found in. Selecting one takes you to it on the page. At least one agent must be enabled for a review to run, and only one review runs at a time.

Getting Sign-Off You Can Point To Later

Page approval turns “yes, that’s fine” into a recorded state on the asset. Approved pages are marked as such, so approval is something you can produce three weeks later rather than something you remember.

Guests select Click to approve in the bottom bar, then This page is approved to sign the page off, or I’m done reviewing to say their review is finished. Clients you invite see This page is approved by default, while the other page statuses stay with your team.

Reporting on How the Process Is Working

Analytics measures the review process itself, which is the part of campaign delivery that usually has no numbers attached to it at all. Team Members don’t see Analytics by default.

Keeping Internal Conversation Internal

Tasks and comments can be marked internal, which hides them from guests and clients. For campaign work this is what lets your team discuss budget, pushback, and what to concede without any of it landing in a stakeholder’s review.

Automating the Chasing

Workflows handle the follow-up that otherwise lands on you: notifying the right people when a task changes, posting to Slack, or sending an HTTP request to another tool. Workflows are a paid feature. Each run uses 10 credits, plus whatever any AI steps in it use, and Team Members don’t see Workflows by default.

Benefits for a Marketing Manager

Example Use Cases

Known Limitations

• The stages panel only appears once stages exist on the project, is hidden while browsing, and is never shown to guests or collaborators.
• Page approvals and internal tasks depend on your plan and are simply absent where unavailable.
• Guests and clients can approve a page by default, and guests can also mark their review done. The other page statuses are set by your team.
• Tags are free text, so consistency is a matter of team discipline rather than something enforced.
• Project stages are a paid feature and the stages panel will not appear for anyone until they are available and created.
• Nothing crosses workspaces. Campaigns split across workspaces are managed separately.
• Analytics measures the review process, not campaign performance. It will not tell you how the campaign did.
• Which widgets appear is set by the server, so the set available to you may differ from the examples above.

FAQs

Common issues

• No stages panel on a project — no milestones exist yet. Use Set Project Stages from the project actions menu. Guests and collaborators never see the panel.
• Set Project Stages appears locked — project stages are not included on your plan. The menu item shows the minimum plan required.
• A reviewer opened the link and cannot comment — they may be in Browse mode. Turn on Enable Guest Mode so guests land in Comment Mode.
• A stakeholder cannot approve a page — approvals depend on the plan and on the reviewer’s permissions, and signed-in reviewers only see the page status button in Comment mode.
• Tags are not grouping as expected — they were probably typed inconsistently. Spelling matters; capitals don’t.
• Feedback is still arriving by email — reviewers were sent an export rather than the review link.
• The AI review will not start — enable at least one agent, and wait for any review already running to finish.
• Internal tasks are locked — not included on your plan. Do not assume anything is hidden until it is enabled.
• A stakeholder cannot see the project — they have not been shared in, or they are looking at a different workspace.
• Everything is marked High Priority — check High Priority Percentage. When most tasks are urgent, priority has stopped carrying information.
• Analytics is not showing campaign results — it measures the review and delivery process, not campaign performance.

Conclusion

Decide whether a campaign is a project or a tag and stick to it. Put the deadline where your team and clients can see it, run an AI pass before the stakeholder round, get approval recorded rather than spoken, and check Analytics when someone asks why a launch moved. The tooling is not the hard part — the discipline of keeping review in one place is.

Everything here depends on the right people being in the project to begin with. Explore Managing Team Members & Collaborators