Campaign Home Page

Overview

The Campaign Home Page is the central configuration dashboard for your campaign. It provides a guided setup flow where you complete all required configurations before activating the campaign.

From this page, you can:

• Review and edit campaign details

• Complete mandatory setup tasks

• Track progress

• Create and activate the campaign

All progress is automatically saved as a draft, so you can safely exit and return later.

Steps

Step 1: Choose How to Set Up Your Campaign

Overview

Before configuring campaign details, you must select how you want to set up your campaign. This step determines the starting point for your configuration.

You will see three options:

• Start with a Campaign Template — Pick from system-built templates designed for popular health interventions. Templates come pre-configured with key settings like boundaries, modules, forms, and delivery rules, reducing setup time. The number of available templates is displayed on the card.

• Clone an Existing Campaign — Start with a copy of a campaign you previously created. All setup data and configurations will be carried forward, allowing you to reuse and adjust an existing setup.

• Create a New Campaign from Scratch — Start with a blank configuration. This gives full flexibility but requires more setup effort.

Steps

1. From the Console Home Page, click Create Campaign.

2. Review the three options and select the one that best fits your need.

3. You will be redirected to the Campaign Home Page to continue setup.

Step 2: Campaign Details

At the top of the page, you will see:

• Campaign Name

• Campaign Duration

• Campaign Type

To edit any of these:

1. Click the Edit icon next to the respective field.

2. Update the details.

3. Click Save.

Step 3: Action Cards

Below the campaign details, you will see a series of action cards.

Each card represents a mandatory configuration module required to complete the campaign setup.

The action cards include:

• Set Campaign Boundary

• Configure Delivery Strategy

• Configure Mobile App

• Upload Microplan Data

• Bulk Upload Language Content

• Configure Checklist

Step 4: Configuration Tasks

1. Click the action button on a task card.

2. You will be redirected to the corresponding configuration screen.

3. Complete the required settings.

4. Click Save before exiting the screen.

Repeat this process until all mandatory tasks are completed.

Step 5: Verify Completion

Once all required configurations are completed:

• Confirm that the Create Campaign button is enabled.

If the button is disabled, review the task cards to identify any incomplete sections.

Step 6: Create and Activate the Campaign

1. Click Create Campaign.

2. Confirm the action (if prompted).

Your campaign is now finalised and activated.