Channels

Managing Your Communication Mediums

Channels are the delivery mediums you plan against—Email, Instagram, Pre-Service Slides, and more. They appear as rows on the Calendar and inside campaign schedules.

Plan: Channels and Channel Preferences are on Essentials and Plus. Channel Schedules are Plus only.

Roles: Anyone with channel view (including Editors and Viewers, if they see Channels in the sidebar) can open the panel. Expanding and changing a channel needs channel edit (Owners, Admins, Managers). Delete / Remove need channel delete; org-wide create/delete under multi-campus is limited to global membership (or Owners/Admins). Viewers use a reduced sidebar and typically only see Calendar and Campaigns. See User Permissions and Roles.

1. What are Channels?

Each channel is a planning row for communications on that medium. Set up at least one channel before you schedule work on the Calendar or a campaign schedule.

Communicate includes a channel catalog of common presets. You can also create a custom channel (Create Channel) with your own Icon and Channel name.

2. Opening the Channels Panel

• Click Channels in the sidebar (panel title Channels).
• On the Calendar, Preferences or Schedule on a channel row (when you have edit access) opens that channel in the panel or schedule editor.

3. Adding Channels

Global workspace or single-campus (multi-campus off)

1. Click New in the Channels panel.
2. Under Channel type, pick a catalog preset (Presets) or Create Channel under Custom.
3. For presets, optionally set a Display name. For custom, set Icon and Channel name.
4. Click Add (or Close to cancel).

With multi-campus on, a new org channel can start with Used at: None until each campus opts it in.

Campus workspace (multi-campus Plus)

You see channels already opted in for that campus.

1. Click Add (not New).
2. Choose an organization channel from Channel, then Add.
3. If every org channel is already in use: You're already using every channel your organization offers. Global admins manage which channels are available.

You cannot create a brand-new org catalog channel from a campus workspace—that happens in Global.

4. Editing and Managing Channels

• Expand — With channel edit access, click the row or chevron to expand. View-only users see the list but cannot expand to edit.
• Channel identity — Where allowed, edit Channel type, custom Icon, and Display name / Channel name, then Save. Identity edits in multi-campus Global are for unrestricted (global) users or Owners/Admins; campus-scoped Managers can still edit Preferences/Schedules for their campus.
• Reorder — Use the up/down controls (Move channel up / Move channel down), not drag-and-drop. Reorder is available in a campus workspace and when multi-campus is off; it is not shown in the Global workspace. Order matches Calendar row order and is independent per campus.
• Delete / Remove — Danger control at the bottom of the expanded channel. Label and behavior depend on your workspace (see below).

Delete and Remove

Destructive actions always start from an expanded channel in the Channels panel. Communicate inventories what is tied to that channel, then shows a confirmation with exact counts before anything changes.

Delete (single-campus / multi-campus off, or Global workspace) permanently deletes the channel for the organization.

• If the channel is unused: confirm Confirm Delete — deleting removes the channel for everyone. No type-to-confirm.
• If communications or template placements use it: the dialog lists how many communications will be permanently deleted and how many template placements will have the channel removed. Type DELETE to confirm. This cannot be undone.
• In Global (multi-campus on), delete is blocked while any campus still has real usage—campus-owned communications or campus-owned smart templates on that channel. You’ll see Can't delete channel yet naming those campuses; Remove the channel from each campus first, then delete in Global. Idle campus assignments (opted in but unused) can clear as part of Global delete.

Remove (campus workspace only) opts this campus out. The channel stays in the org catalog for other campuses and Global.

• If unused on this campus: confirm Confirm Remove — opt-out only.
• If used on this campus: the dialog lists what will change. Campus-owned communications are permanently deleted; global communications that include this campus remain, but this campus is removed from them; campus smart-template placements lose the channel; organization smart-template placements stay as-is. Type REMOVE when campus-owned data will be destroyed. This cannot be undone.

Destructive remove/delete needs channel delete permission. With multi-campus on, org-wide Delete is limited to global (organization-wide) membership.

Per-campus channels (Plus, multi-campus)

• In Global, expanded channels show Used at — campuses where the channel is active (or None).
• In a campus workspace, you only see opted-in channels; Add opts in, Remove opts out (with the cascade confirm above).
• Global admins manage the org catalog; campus teams opt channels in and set campus order.

Channel Preferences and Channel Schedules

• Channel Preferences — Preferred day, preferred time, blocked days per campus (Essentials and Plus). Edit in a campus workspace (or single-campus org), then Save on the channel.
• Channel Schedules — Named repeating slots (Plus). Under Schedule or Global schedule, Add or edit a schedule. Schedule modal Save persists immediately.

Full reference: Channel Preferences and Schedules.

5. Closing the Panel

Use the panel X or click the backdrop. Expanded channel edits save when you click Save on that channel; discard with Close.

Additional Resources

• Channel Preferences and Schedules
• Calendar
• Multi-campus (Plus) · User Permissions and Roles · Documentation

Questions? [email protected]

Last updated: 2026-07-16