Quick Campaign Setup

Steps for a quick campaign setup

The newly launched Quick Campaign setup allows administrators to create and launch a campaign directly from the Community homepage. This streamlined process simplifies the campaign creation experience, enabling users to quickly initiate marketing efforts without navigating through multiple menus. With just a few clicks, administrators can select campaign settings, define their target audience, and set timelines—all from a central location.


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This being said, you will also see the Quick Setup option from the Campaign Settings under the Add Campaign feature. This option provides an alternative pathway for users who prefer to access campaign creation tools from within the campaign management interface. 

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Creation of Campaign with the Quick Campaign Setup

The administrator needs to provide a few essential details and then click on to launch or schedule the campaign. 

The first page of the Quick Campaign Setup requires the entry of essential details, including the Campaign Title, a Question or Challenge Statement, the Campaign Logo, and the Campaign Banner. Additionally, administrators can choose to keep the campaign private or specify whether approval is needed for new ideas.

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The second page of the Quick Campaign Setup introduces a new Workflow specifically designed for the campaign, along with a selection of existing funnels available within the community for administrators to choose from.

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The Launch button also offers a dropdown which allows you to Schedule the launch of the campaign for a future date. 

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Once the campaign is created, the administrator can easily make additional customizations or modifications as needed from the Manage Campaign page.

Last Updated: May 14, 2025