Create a Campaign

Build a structured broadcast message and send it to selected groups.

A campaign is a structured announcement you send to campaign groups and user groups. The editor has two tabs: Overview for the recipients and the basic message fields, and Details for the body paragraphs and a list of extra detail items such as dates, descriptions, locations, and links. You can start from a saved template or build a custom one, then save to send.

Overview

Tab / Field	What it does
Overview tab	Recipients and the basic message fields.
Details tab	Body paragraphs and the list of structured detail items.
Template picker	Choose Custom or one of your agency's saved templates.
Campaign Group	Opens the picker for which campaign groups receive the message.
User Group	Opens the picker for which user groups receive the message.
Name field	An internal name for the campaign.
Subject field	The campaign's subject line.
Title field	The campaign's title as recipients see it.
First paragraph	The opening block of body text, on the Details tab.
Second paragraph	A second block of body text, on the Details tab.
Add Detail	Adds a detail row of type Date, Description, Location, or Url.
Save button	Validates everything and sends the campaign.
Back button	Leaves the editor, offering to save first if you changed anything.

Getting Here

1. Open the Messages module from Home.
2. Switch to the Campaign tab and tap the + button.
3. Choose New Campaign. The editor opens on the Overview tab.

caution

Campaign creation needs a live connection. If you are offline the Messages list shows "This feature is available only when internet is available" and the editor does not open.

The editor loads your agency's templates, campaign groups, and user groups when it opens, so there is a brief loading indicator before the pickers are usable.

Move Between the Tabs

Tap Overview or Details along the top, or swipe sideways. The active tab's label turns red and gains an underline. Both tabs are part of one campaign — nothing is saved until you tap the save button.

Fill In the Overview

1. Tap the template picker. It lists Custom first, then every saved template by title.
2. Choose Custom to build the campaign yourself, which clears every field and starts you from an empty form.
3. Or choose a saved template, which fills in the name, subject, title, both paragraphs, the detail rows, and the recipient groups all at once. You can then change anything you like.
4. Tap Campaign Group and User Group to choose recipients — see Select Campaign Groups. Each button shows the names you picked, separated by commas.
5. Enter the Name, Subject, and Title.

Starting point	What happens to the form
Custom	Everything is cleared: recipients reset to Select, all text fields are emptied, all detail rows are removed.
A saved template	Name, subject, title, both paragraphs, all detail rows, and both recipient selections are filled in from the template.

Add Details

1. Tap the Details tab, or swipe left.
2. Type the first and second paragraphs.
3. Tap Add Detail and choose a type from the short menu.
4. Give each detail row a name in its first field and a value in its second.

Detail type	How the value is entered	Notes
Date	A button on the row opens a date-and-time picker	Shown using your account's date format, or year-month-day with the time if you have not set one.
Description	Typed straight into the field	Any free text.
Location	A button on the row opens location search	The chosen place name fills the field.
Url	Typed straight into the field	Must be a proper web address. An address starting www. is accepted and treated as a web link.

Each detail row also has two small controls:

Control	What it does
Plus icon	Opens the icon picker so you can attach an icon to that detail row. Once chosen, the icon replaces the plus.
Cancel icon	Removes that detail row. The last remaining row cannot be removed this way.

note

Entering an address that is not a valid web link shows "Please enter valid URL" and the value is not kept. Correct the address and leave the field again.

Save and Send

Tap the save button. The editor checks the whole campaign before sending, and stops at the first problem it finds.

Check	Message if it fails
A template or Custom is chosen	"Select template"
At least one campaign group is chosen	"Select campaign group"
At least one user group is chosen	"Select user group"
Name is filled in	"Enter name"
Subject is filled in	"Enter subject"
Title is filled in	"Enter title"
Every detail row has a name	"Please enter name in details tab list"
Every detail row has a value	"Please enter type in details tab", naming the missing type

1. Fix whatever the message asks for.
2. Tap the save button again.
3. When everything passes, the campaign is sent and you are returned to the Campaign list.

caution

If you leave the editor with unsaved changes, the app asks "Campaign Updated — Do you want to save changes?" Choose Save to send it, or Cancel to leave and discard your work.

Empty and Loading States

Situation	What you see
Opening the editor	A loading indicator while templates and groups are fetched.
No detail rows	The Details tab shows the paragraphs only; the detail column labels are hidden.
The first detail row added	The column labels appear above the rows.
Recipients not yet chosen	The Campaign Group and User Group buttons read Select.
Saving	The save button is disabled and a loading indicator runs until the send finishes.

How This Connects

• Where the content comes from. Templates, campaign groups, and user groups are all defined by your agency and fetched when the editor opens. That is why the picker lists differ between agencies, and why a template added by an administrator appears here without an app update.
• What a template is. A template is a saved campaign: the same name, subject, title, paragraphs, detail rows, and recipient groups. Choosing one is a shortcut, not a lock — everything stays editable afterwards, and what you send is a new campaign rather than a change to the template.
• Where the campaign goes. Sending delivers the campaign to every member of the campaign groups and user groups you chose. Recipients read it as a campaign thread on the Campaign tab of the Messages List, which opens in Chat View as a read-only thread — a campaign is a broadcast, not a conversation you reply into.
• Shared with other screens. The recipient pickers are the popup documented in Select Campaign Groups. A Location detail uses the same location search as a chat location attachment, and a Date detail uses the app's standard date-and-time picker and your account's date format setting.
• Campaigns and incidents. A campaign is for standing announcements to whole groups — shift changes, advisories, callouts. Information that belongs to one incident belongs in that incident's Comms tab instead, so it stays attached to the incident record.
• Role gating. Building a campaign requires a role that allows it. If the New Campaign option is not on the + menu, your account does not have that permission.
• Offline behavior. There is none for this screen. The editor needs a connection to load the pickers and to send, and nothing is queued for later. Build campaigns while you are connected.

Troubleshooting

If this happens	What to do
"This feature is available only when internet is available"	Reconnect and open + → New Campaign again.
New Campaign is not on the + menu	You are on the wrong tab, or your role does not allow creating campaigns.
The template picker is empty except Custom	Your agency has no saved templates. Build the campaign with Custom.
A group picker has no rows	No campaign groups or user groups are defined for your agency. Ask an administrator.
"Select campaign group" or "Select user group"	Both recipient pickers must have at least one selection.
"Please enter name in details tab list"	A detail row is missing its name. Open the Details tab and complete every row.
"Please enter type in details tab"	A detail row is missing its value. Fill in the field the message names.
"Please enter valid URL"	The address is not a usable web link. Enter a full web address.
A detail row will not delete	The last remaining row cannot be removed. Add another row first, or change its type.
"Campaign Updated — Do you want to save changes?"	You are leaving with unsaved work. Save sends it, Cancel discards it.

Related Pages

• Select Campaign Groups
• Messages List
• Chat View

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