--- title: "Context, Sources & Per-Campaign Settings — Campaigns & Strategy" description: "Campaign notes that reach every week's brief, attached webpages and files with a real ready state, and overriding your workspace defaults for one campaign only." canonical_url: "https://bolta.ai/university/courses/campaigns-and-strategy/context-sources-and-settings" markdown_url: "https://bolta.ai/university/courses/campaigns-and-strategy/context-sources-and-settings.md" last_updated: "2026-09-10" content_type: "feature" publisher: "Bolta" --- # Context, Sources & Per-Campaign Settings — Campaigns & Strategy Source: https://bolta.ai/university/courses/campaigns-and-strategy/context-sources-and-settings Last updated: 2026-09-10 Campaign notes that reach every week's brief, attached webpages and files with a real ready state, and overriding your workspace defaults for one campaign only. ## Summary Lesson from the Bolta University course "Campaigns & Strategy". The full lesson text follows. ## Who this is for - Founders - Creators - Marketing teams - Agencies ## Limitations and boundaries - Course material describes the product and the platforms at the time of writing; verify current behaviour in the app. - Social network features, limits, and algorithms change independently of Bolta. - Current prices and plan limits must be verified on the Bolta pricing page. ## Lesson 1: Context Notes The context notes field is what you typed when you created the campaign: *"we are launching the new dashboard; lead with the time saved."* It is **rendered verbatim into every weekly brief**, under its own heading. Not trimmed, not reflowed, not summarised — your line breaks are yours. That is what makes them worth writing carefully: on a four-week campaign, the sentence you type once steers all four weeks, not just the first. What to put there: - The specific thing the campaign is for, in a sentence. - What to lead with, if you have a view. - Real deadlines and real numbers — the brief will not invent them but it will use yours. - Things to avoid. "Do not mention pricing" works. What not to put there: - The angle. That is the strategy, and repeating it in prose does not strengthen it. - A style guide. That is your voice profile, and it applies everywhere. - A wall of background. There is a budget, and a long note crowds out the voice examples and the strategy. ## Lesson 2: Attached Sources You can attach up to **three** sources to a campaign — a landing page, a menu, an event listing, a file — so the brief is written about the thing the campaign is actually for rather than about your business in general. Each source carries a status, and the status is the load-bearing part: - **Pending** — attached, not yet read. - **Ready** — the text has been extracted and it will reach the brief. - **Failed** — it could not be read, with the reason attached. **Only ready sources reach generation.** Nothing promotes a source to ready optimistically; an unknown or missing status is treated as pending, never upward. A source is never claimed as used before the system has actually read it. If a source shows failed, the campaign still generates — you picked an angle, and that was always enough on its own. Webpages are fetched through an external extraction service rather than directly from Bolta's own network. That is a security property, not a vendor preference: a URL you paste could point at an internal address, and fetching it from our network would be a way to reach things nobody should reach. Fetching from elsewhere removes the class of problem instead of mitigating it. Two bounds worth knowing: three sources per campaign, and roughly four thousand characters of text taken from each. A campaign is written *about* a thing, not researched from a reading list — and every character of source competes with your voice examples and your angle for room in the prompt. **The brand kit is not a source row.** Whether your business profile is consulted is a setting (below), not an attachment. Having it in two places would give the gate two answers. ## Lesson 3: Per-Campaign Settings Campaigns can override your workspace and agent defaults **for this campaign only**. The keys available: | Setting | What it controls | |-|-| | Business profile | Whether your brand facts are consulted at all | | Sources scope | This campaign's sources only, or the whole brand kit | | Media scope | This campaign's media only, or your full library | | Image quality | Regular or pro | | Library media | Which library media may be used, and how | | Tone | The tone the writer works in | | Post time | A default time of day, 24-hour | | Timezone | The zone that time is in | Every key is optional, and **an absent key means "inherit"**. Choosing "Default" in the sheet *deletes* the key — it never writes a copy of the current default. This matters more than it sounds: a stored copy of a default is how the value you see and the value the runtime uses start disagreeing three months later when you change the workspace setting and one campaign silently keeps the old one. Overrides are applied **per key**, campaign over job. Setting a tone does not reset the post time. Practical uses: - Run a campaign in a different tone from your baseline without changing your workspace voice. - Turn image quality up for a launch and leave it at regular everywhere else. - Restrict a client campaign to that client's own media and sources. ## Lesson 4: Voice, and Workspace Defaults **Voice.** A campaign can name the voice profile it writes in. Leaving it unset means "the workspace default", resolved when the run dispatches — which is what campaigns did implicitly before the field existed, now stated rather than assumed. The chosen voice is carried to every producer the week dispatches, so social posts, articles and emails from the same campaign all write in it. This is what makes multi-brand agency work possible in one workspace: one campaign per brand, each naming its own voice, without swapping a workspace setting between them. **Workspace content defaults.** You can save a default content plan at the workspace level, and every new campaign draft then starts from that plan instead of the angle's bare suggested mix. Two behaviours to know: - Rows whose format is no longer producible are **dropped** from the seed. A seeded promise that cannot be kept is worse than a smaller seed. - Accounts that no longer resolve are dropped from the row rather than refused — a new draft must never fail because an account was disconnected since you saved the default. - With crossposting on, the seed names every currently connected account whose platform can carry at least one of the seeded formats. That is resolved **live**, so an account you connect next month flows into the next campaign without you editing the default. If a saved default filters down to nothing, it is treated as no default at all and the campaign falls through to the angle's suggested mix. A stale default degrades to the behaviour you had before you saved one. ## Lesson 5: Choosing Settings for Common Situations The settings sheet is easier if you think in situations rather than keys. ### Running a client's campaign in an agency workspace - **Sources scope:** campaign only. Nothing from another client's brand kit reaches this campaign. - **Media scope:** campaign only, for the same reason. - **Voice:** the client's profile, named explicitly rather than inherited. - Everything else: leave as default. ### A launch you want to look better than usual - **Image quality:** pro. This is the setting worth spending on for a launch and not worth leaving on permanently. - **Business profile:** on. A launch should sound like it came from a real business. - Everything else: default. ### A campaign in a different register from your baseline - **Tone:** set it here rather than changing your workspace voice. A campaign override affects this campaign only, and your routines keep their register. ### A campaign for a different timezone - **Post time** and **timezone** together. Setting one without the other is how content lands at 3am for the audience you meant to reach. ### The general rule Change as few keys as possible. Every key you set is a place where this campaign will stop tracking your workspace when you improve it later. Absent means inherit, and inherit is usually right. ## What to take away - Context notes reach **every** week verbatim. Use them for the specific thing. - Three sources, only "ready" ones count, and a failed source never blocks generation. - Settings inherit by absence — "Default" deletes the key rather than copying it. - Naming a voice per campaign is how one workspace runs several brands. ## Relevant links - [Bolta University](https://bolta.ai/university) - [Campaigns & Strategy](https://bolta.ai/university/courses/campaigns-and-strategy) - [Bolta pricing](https://bolta.ai/pricing)