Quick setup checklist
Follow these steps to understand campaigns, compare them to scheduled broadcasts, and create your first campaign.
Campaigns are managed from the Campaigns section of your workspace.
[CAPTURE 1: Campaigns list page]
Screenshot checklist — CAPTURE 1
- Navigate to Campaigns in the main menu
- Show: The Campaigns list/table
- Show: At least one campaign visible
- Show: Campaign status column (Active / Archived)
- Keep: Page title visible
- Avoid: Sensitive campaign names (blur if needed)
A campaign is built around a date field stored on a contact. Common examples include:
- Contact creation date
- Date the contact joined a group
- A custom date field (e.g., due date, appointment date)
Each campaign contains one or more campaign events. Each event defines:
- When it occurs (before or after the date)
- What happens (send a message or start a flow)
[CAPTURE 2: Campaign editor with date field and multiple events]
Screenshot checklist — CAPTURE 2
- Open an existing campaign
- Show: Campaign name at the top
- Show: Base date field clearly visible
- Show: At least two campaign events
- Show: Relative timing labels (e.g. “−2 weeks”, “+4 weeks”)
- Keep: Full editor context (do not crop too tightly)
Example: Health reminder campaign
In a maternal health campaign, reminders can be scheduled relative to each contact’s due date. For example:
- A reminder sent 2 weeks before the due date
- A follow-up message sent 4 weeks after the due date
Each contact receives these messages relative to their own due date, not on a fixed calendar date.
[CAPTURE 3: Campaign timeline showing before and after events]
Screenshot checklist — CAPTURE 3
- Use the same campaign as CAPTURE 2
- Show: One event before the date
- Show: One event after the date
- Show: Clear visual distinction between “before” and “after”
- Tip: This can be a cropped or zoomed view of the campaign editor
Campaigns and scheduled broadcasts serve different purposes.
Campaigns
- Messages are sent relative to a contact’s date
- Each contact may receive messages at different times
Scheduled Broadcasts
- Messages are sent to all selected contacts at the same time
- Timing is based on a fixed date and time
[CAPTURE 4: Campaign vs Broadcast comparison]
Screenshot checklist — CAPTURE 4
- Preferred option (UI-based): Left side: Campaign editor showing relative timing; Right side: Scheduled Broadcast setup showing fixed date/time
- Acceptable alternative (diagram): Campaign → “Based on contact date”; Broadcast → “Same time for everyone”
To create a new campaign:
- Go to Campaigns.
- Click Create Campaign.
- Select the date field the campaign will use.
- Add one or more campaign events.
- Save and activate the campaign.
[CAPTURE 5: Create Campaign entry point]
Screenshot checklist — CAPTURE 5
- Campaigns list page
- Show: Create Campaign button
- Show: Initial campaign setup screen or modal
- Show: Date field selection visible
- Keep: Navigation context visible
Common issues
Contacts are not receiving campaign messages
Possible causes:
- The contact does not have a value for the campaign’s date field
- The campaign is not active
Fix: Ensure the date field is populated and confirm the campaign is activated.
Messages are sent at unexpected times
Possible cause: Incorrect date field or workspace timezone.
Fix: Verify the date field used by the campaign and confirm the workspace timezone.
I want everyone to receive a message at the same time
Explanation: Campaigns are designed for relative scheduling.
Fix: Use a scheduled Broadcast instead.