Create New Campaign

Overview

This page explains how to create a new campaign in the HCM Console. Creating a campaign is the first step in setting up and running a health program.

A campaign defines the campaign type, duration, and basic parameters that will later be used to configure modules and the mobile application.

Who Can Create a Campaign

• Campaign Managers

• ICT4D team members

Steps

Step 1: Select the Campaign Type

1. Click Create Campaign on the home page.

2. Choose the appropriate Campaign Type.

Campaign types are preconfigured templates that automatically apply default delivery rules and workflows. You can review and modify these configurations later if needed.

Step 2: Enter the Campaign Name

• In the Campaign Name field, enter a unique and descriptive name.

The campaign name:

• Helps identify the campaign throughout the Console

• Should follow recommended naming conventions

• Must be unique to avoid confusion

Step 3: Set the Campaign Duration

1. Select the Start Date of the campaign.

2. Select the End Date of the campaign.

The campaign duration defines the period during which campaign activities will be active. Ensure the dates align with your program plan.