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Campaign Management Overview

Overview article of all the settings included in campaign management

Path: Community Topbar >> Apps icon >> Campaign Management

The updated Campaign Management app enables community admins to quickly create, configure, and launch campaigns with just a few clicks from the Apps icon.

Screenshot 2026-02-18 at 7.00.49 AM

Campaign Management now includes several related settings that were previously part of the community settings. Community admins can now easily configure workflows and team roles for both the community and its campaigns directly from the Campaign Management app.

TABLE OF CONTENTS

Campaigns
Workflow
Team Roles


Campaigns

The campaign settings allow you to create, edit, and update a campaign based on the needs of the community or the campaign administrator. Once a campaign is created, you can configure several additional settings. These options enable administrators to allow or restrict specific permissions and behaviors for that campaign, helping them align the experience with their objectives.

Learn more about Campaigns


Workflow

The Workflow setting is where you configure and manage workflows and their stages, which can then be applied to your community or specific campaigns. 

Learn more about Workflow

Team Roles

Team Roles lets you define and manage the role types responsible for handling specific ideas at each stage of your workflows.

Learn more about Team Roles

Last Updated: February 18, 2026