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Communications

Learn to schedule, manage content, and control the status of communications within the Communicate App.

#scheduling #content-management #communications #draft-mode

Communications

Scheduling, Content Management, and Status Control

Communications are the individual messages, posts, emails, and other outreach you schedule on a channel. They can link to a campaign or stay standalone.

Plan & roles: Create and edit on Essentials and Plus if you have communication create/edit permission (Owners, Admins, Managers, Editors). Delete is for Owners, Admins, and Managers (not Editors). Viewers can open items read-only. Plus unlocks communication Alt/Ctrl-drag duplication on the Calendar, comments, assignments, templates, Channel Schedules, and multi-campus. See User Permissions and Roles.

Multi-campus (Plus): When multi-campus is off, you won’t see Global vs campus ownership badges or campus schedule branching. When it’s on, communications can be global or campus-scoped; global items may be read-only in a campus workspace. See Multi-campus (Plus).

1. Scheduling Communications

Create from the Calendar or the Communication Schedule on a campaign page. New communications default to Active. You can link a campaign (Link Campaign) or keep standalone (pick a Category when needed). Assign to appears on Plus when you can assign.

Using the Calendar

  • Add: Hover a cell for the date/week and channel, click +, enter a Title, optionally Link Campaign, set date/time, expand Content for images/copy if you want, then Save. Linked items use the campaign color.
  • Move: Drag to another visible date or channel. Campaign-linked items cannot leave the campaign date range.
  • Duplicate (Plus): Hold Option/Alt or Ctrl while dragging. Essentials users see an upgrade prompt on the Calendar.
  • Edit: Click a communication to open the entry modal and edit inline (title, date, time, content, status, and more).

Channel Preferences can block weekdays or suggest a preferred day; Channel Schedules (Plus) can require placements inside a Schedule.

Using the Communication Schedule (Campaign Page)

  • Quick schedule: Drag a channel icon from the bank into a date cell within the campaign range.
  • Duplicate: Hold Option/Alt or Ctrl while dragging to another date or channel.
  • Remove: Open the item → Delete, or use Select for bulk actions when permitted.
  • Templates (Plus): Use Template → Smart or Legacy → Template Preview → Apply. See Templates.

2. Content Management

Click a communication on the Calendar or Communication Schedule to open its modal.

Quick info

  • Title — Differentiate similar posts (e.g. “Image Carousel”).
  • Date / time — Click the date; use (add time) for optional time (may inherit from Preferences or a Schedule). Time can show on calendar pills.
  • Channel and campaign — Campaign name opens the campaign; unlink/link when editing allows.
  • Standalone category — Own category when not linked to a campaign (subject to category access).
  • Note — Opens Notes (rich text planning notes, separate from copy).
  • Plus: Comments and Assignments on the communication.

Multi-campus cues (ownership, campuses) appear when multi-campus is on—see Multi-campus (Plus).

Images

Use Images to pick from campaign content or upload for this communication. Max size 5MB on Essentials, 10MB on Plus.

Copy

Edit Copy with rich text (bold, italic, underline, lists, links). Use Short / Medium / Long to pull from campaign presets without changing the campaign originals. Empty fields show a placeholder (e.g. Copy goes here...). Formatting is stored as HTML.

3. Draft, Active, Done, and Delete

Status control in the entry header: Draft, Active, and Done (stored as complete). New items default to Active.

Draft

Use Draft when not ready. On the Calendar, drafts stay hidden until you enable Drafts under View. Draft pills use a quieter/dashed style (no separate “Draft” text chip on the Calendar).

Done

Mark Done when finished; switch back to Active anytime. The Calendar View menu uses Completed to show or hide done items (on by default).

Delete

Open the communication → Delete → confirm (Confirm Delete / Delete). Bulk delete via Select on the campaign schedule when your role allows. Editors cannot delete.

If the parent campaign is in Draft, you may be blocked from setting the communication to Active until the campaign is active.

Additional Resources

Last updated: 2026-07-14

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