Campaigns

Campaigns

The Backbone of Your Communication Strategy

Campaigns are how Communicate groups related communications around a shared “what” and “when”—Easter, VBS, a building fund push. Open them from the sidebar (Campaigns). Most scheduled work lives on a campaign; you can also create standalone communications on the Calendar that aren’t tied to one.

Plan & roles (quick): Create and edit on Essentials and Plus if you have campaign create/edit (Owners, Admins, Managers, Editors). Viewers open campaigns read-only (and can comment on Plus). Delete is for Owners, Admins, and Managers—not Editors. Duplicate campaign is on Essentials and Plus. Assignments, comments, and templates on the schedule are Plus. Optional campaign approval (one-person sign-off) is available on both plans. AI Copy Generation is Plus (Owners, Admins, and Editors). See User Permissions and Roles.

A campaign can also be created from an approved request with Generate campaign. The campaign page then shows a From request chip back to that request.

Single-campus vs multi-campus (Plus)

Most organizations: One create flow—New Campaign from the sidebar New menu (or New on the Campaigns list).

Plus with multi-campus turned on: You get Global vs campus-owned campaigns, a WORKSPACE switcher, list View toggles (Global / Campus), scope badges on the campaign page, and (for global campaigns) Global Schedule vs campus schedule tabs and locks. None of that appears until multi-campus is active. See Workspace and Multi-campus (Plus).

1. Create a New Campaign

Two common paths:

  • From the sidebar or list: Open New → under Create, choose New Campaign. With multi-campus on in the Global workspace, you’ll see New Global Campaign / New Campus Campaign (and New Template on Plus). On the list page the button reads New.
  • From the Timeline (Quick Add): On the Timeline date row, click and drag a date range (Quick Add Campaign (click & drag)). The Add Campaign modal opens with dates filled; you stay on the Timeline after you create. Quick Add works on Essentials and Plus; dragging campaign bars later is Plus.

In the modal:

  • Title — Name the initiative (Easter, VBS, Youth Camp). For recurring seasons, a short tag like “Sep” helps.
  • Start date / End date — Required. Usually from first communication through the event.
  • Category — Organize and filter (Categories; category limits may hide some options).
  • Color — Distinguishes the campaign on Calendar and Timeline (Color Palette).
  • Campuses (multi-campus Plus) — Global campaigns can link campuses; campus-owned campaigns use one. Creating a global campaign with no campuses selected creates it as a draft until campuses are linked.
  • Assign to (Plus, if you can assign) — Optional person. See Assignments. Assigning a new person to a campaign asks whether to overwrite communication owners, leave them, or keep the assignment campaign-only.

Click Create. Status isn’t on the create form—you set Draft / Active on the campaign page afterward. Normal creates open the new campaign page; Timeline Quick Add keeps you on the Timeline.

2. Campaign Page

Think of the campaign page as your promotional plan: brief, assets, and schedule in one place.

Header — Color, editable title, status (Draft / Active), optional scope badge (Global or campus name), PDF, Note, Archive, and Delete (when allowed). Send for Approval (or Approval after you send). On Plus: Create assignment / Assignment chip. Campaign comments live in that assignment modal, not as a separate header chat.

Campaign Details

  • Start Date / End Date
  • Category
  • Target Audience — Rich text for who you’re speaking to (Adults, Youth, Entire Church…). Reference for planning—it doesn’t change scheduling rules by itself.

Event Details

Reference fields for the event itself (they don’t drive Calendar logic on their own):

  • Event Start/End Date and Event Start/End Time
  • Event Description
  • Registration Link — Optional URL

Images & Content

  • Images — Upload graphics; tag by channel when helpful. Max per file: 5MB on Essentials, 10MB on Plus.
  • External Content — Paste a shareable link (Drive, Dropbox, etc.).

Campaign Messaging

Rich text (bold, italic, underline, lists, links) for copy you’ll reuse. Stored as HTML; plain text still works.

  • Long Copy — Emails or detailed announcements
  • Medium Copy — Social or website blurbs
  • Short Copy — Texts or brief mentions

✨ Generate (Plus) in the Campaign Messaging header drafts all three lengths at once in your Church Voice. It needs a campaign title and an Event Description of about 80 characters or more, and it uses your other campaign details too. Pick Option A or Option B, edit if you like, and click Use option A / Use option B to fill and save Long, Medium, and Short Copy. Setup and troubleshooting: AI Copy Generation.

When you later edit a linked communication, Pull from campaign shows Short / Medium / Long chips only for lengths that already have campaign copy. If none do, a tertiary control opens this page so you can add copy.

Communication Schedule

Section title: Communication Schedule. Drag channels into the grid to place communications; click items to edit.

  • View — Other campaigns (gray icons for out-of-campaign items; hover to preview) and Event dates (labels from Event Details).
  • Template (Plus) — Choose a Legacy or Smart template; Template Preview reviews placements before Apply.
  • Option/Alt or Ctrl + drag — Duplicate a communication on the schedule when you can edit placements. (On the main Calendar, Alt/Ctrl-drag duplication is Plus.)
  • Select — Multi-select to Delete, set status, or (on multi-campus global campaigns) copy into a campus schedule.
  • Multi-campus global campaigns may show Global Schedule / campus tabs, + Campus Schedule, schedule lock, and related options. Campus-owned campaigns use a single schedule strip. Details: Multi-campus (Plus).

Notes and PDF

  • Note — Opens the Notes modal (rich text). Saved in-app; not included in PDF exports.
  • PDF — Export from the header to share the plan with people who don’t need to live in the app.

Draft, Active, Archive, and Delete

Campaign status is Draft, Active, or Archived. There is no campaign “Complete” status—that’s for communications (Done) and assignment progress.

  • → Active — Confirms that associated communications stay in Draft so you can activate them individually. There is no “activate all communications” choice.
  • → Draft — Sets the campaign to draft and moves its unlocked communications to Draft as well.
  • Archive — Header button (not a third status in the Draft/Active control). Archives the campaign and its communications so they leave active Calendar/Timeline views. Find it under Archived on the list and Recover.
  • Delete — Needs delete permission and no remaining communications. Remove or move communications first (you’ll get a toast if the campaign still has any). Prefer Archive when you might need the content later.

When multi-campus is on, edit rights also follow workspace and ownership (edit global campaigns from the Global workspace with global membership). See Multi-campus (Plus).

3. Campaign approval

Optional one-person sign-off on the plan. This is not the same as a request marked Approved.

On the campaign header, click Send for Approval. After you send, the control reads Approval.

  1. Pick an Approver (any member, including a Viewer—for example your executive pastor).
  2. Optionally write Message (optional) with @mentions. That note posts to approval Notes and is included on the please-approve notification.
  3. Send. Status: Waiting for approval.

The tagged person sees Needs your approval on the campaign (label + Open, optional quoted message). Open opens the Approval modal (notes + Approve in the footer). Please-approve notifications and For you cards land on the campaign with that banner—they do not auto-open the modal.

After they approve, they can Undo approval from the toast or later from Approval. Notes stay. The person who sent the ask is notified (Campaign approved / Approval undone).

Ask again puts an approved campaign back to waiting for the same person (or Update & send for a new person). Remove clears approval. Only the tagged approver can stamp Approved. Sending, removing, or asking again needs campaign edit (Owners, Admins, Managers, Editors—not Viewers).

From the Campaigns list you can also multi-select and Send for approval to one person at once (same Waiting state, notes, and notifications).

4. All Campaigns List

Filter-count chips: All, Current, Upcoming, Previous, Archived. Clickable column headers sort the list. Search filters in the browser.

  • View (multi-campus Plus) — Global / Campus toggles.
  • Filter — By category (respects your category access).
  • Columns — Between View and Search. Options: Category, Approval, Dates, # of comms, Next comm, Assigned to. Approval, # of comms, and Next comm start hidden; Category, Dates, and Assigned to start on (Assigned to only when Assignments is on). Your column choices persist in this browser.

Assigned to is the campaign assignee (avatar + name, or Unassigned)—not communication owners. Global/campus scope shows on the title row, not as a Campuses column.

If you are the tagged person still waiting to sign off, For you under the Campaigns heading lists those campaigns with Approval needed. Opening a campaign clears the new-dot on that card; the card stays until you approve. The sidebar Campaigns icon pings when that For you set is new.

Row ⋮ (More actions): Edit, View in calendar, Duplicate, Archive, Delete (per permissions). View in calendar is in the menu for every row (not a separate column).

Bulk actions (when selectable): Set category, Send for approval, Archive, Duplicate, Delete, Clear.

Send for approval picks one person for every selected campaign (same Waiting state and please-approve notifications as a single send). The bulk modal includes the optional @mention message; that note is posted to each campaign’s approval notes.

  • Duplicate (Essentials and Plus) — Opens Duplicate Campaign (pick a new start date; end date is computed). Copies the campaign and its communications.
  • Archive / Recover — Hide from active views; recover from Archived (communications may stay draft until you activate them).
  • Delete — Empty of communications first, or archive instead.

Category limits in Admin Console can hide campaigns outside your allowed categories—not just filter the picker.

5. Timeline

The Timeline lays campaigns out as bars across weeks so you can see overlap and (on Plus) drag durations. Viewers don’t get Timeline in the sidebar.

6. Scheduling the Campaign’s Communications

  1. Calendar — + in a cell (optionally Link Campaign).
  2. Campaign page → Communication Schedule — Drag-and-drop inside the campaign.

Both are covered further in Communications.

Additional Resources

Last updated: 2026-09-30