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Campaigns

Learn to manage, schedule, and organize your campaigns effectively within the Communicate App.

#campaign-management #event-planning #content-management #scheduling #organization

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. See User Permissions and Roles.

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.

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). On Plus: Assign: / Assigned: and Campaign comments.

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

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. All Campaigns List

Tabs: All, Current, Upcoming, Previous, Archived.

  • Search campaigns — By title.
  • View (multi-campus Plus) — Global / Campus toggles.
  • Filter — By category (respects your category access).

Columns include Campaign, Category, Dates, # of comms, Next comm, plus View in Calendar on wider layouts. Row ⋮ actions can include Edit, View in calendar, Duplicate, Archive, Delete (per permissions).

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

  • 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.

4. 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.

5. 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: 2026-07-14

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