Quick setup checklist
Use these steps to create a new campaign, assign its single target group, and confirm what to do next before it can send anything.
From the main navigation, click Campaigns. You will see a list of existing campaigns.
[CAPTURE 1: Campaigns list page]
Screenshot checklist — CAPTURE 1
- Navigate to Campaigns in the main menu
- Show: Page title “Campaigns”
- Show: Campaigns list or table
- Show: Campaign status column (Active / Archived), if visible
- Keep: Main navigation visible
- Avoid: Sensitive campaign names (blur if needed)
Click New Campaign at the top-left of the page.
[CAPTURE 2: New Campaign button]
Screenshot checklist — CAPTURE 2
- Campaigns list page
- Show: New Campaign button clearly visible
- Keep: Page title visible
- Avoid: Cropping too tightly around the button
In the campaign creation form:
- Enter a campaign name
- Select the contact group the campaign will operate on
- Confirm or save to create the campaign
[CAPTURE 3: New campaign creation form]
Screenshot checklist — CAPTURE 3
- Show: Campaign name input field
- Show: Group selection dropdown
- Show: Save / Create button
- Use: Generic example campaign name (e.g. “Appointment Reminders”)
- Use: Non-sensitive group name (e.g. “Patients”)
- Avoid: Real contact or program names
Important
A campaign can only operate on one group. To target another group, you must create a separate campaign.
Once created, the campaign itself does not send anything yet. At this stage:
- The campaign exists
- No messages or flows will run
- You must add campaign events to define what happens and when
Proceed to Adding a Campaign Event to complete the setup.
Common issues
I don’t see the group I want to select
Possible cause: The group has not been created yet.
Fix: Create the contact group first, then return to create the campaign.
I want to use multiple groups in one campaign
Explanation: A campaign can only operate on one group.
Fix: Create separate campaigns for each group.
My campaign is not sending any messages
Possible cause: No campaign events have been added.
Fix: Add and activate at least one campaign event.