Creating a campaign

Campaigns are the top-level unit of work in Switchboard. Everything the field team does and everything the client sees rolls up into a campaign.

Before you start

• Confirm the client exists in Clients. If not, create them first — a campaign needs an owning client.
• Have the brief to hand. You can upload it during setup or later.

Steps

1. 1
   Open Campaigns from the sidebar.
2. 2
   Click New campaign in the top-right.
3. 3
   Enter the campaign name and pick the owning client.
4. 4
   Pick the campaign date range. This controls when calls can be scheduled.
5. 5
   (Optional) Pick a brand colour. This is shown on the schedule calendar, campaign cards, and the client report.
6. 6
   Upload or paste the brief. Field staff see this on each call.
7. 7
   Click Create.

After creating

You land on the campaign detail page. From here you can:

• Add the store list (manually or by CSV).
• Build the schedule — either drag-and-drop on the calendar or bulk-assign.
• Attach weekly briefs under Briefs.
• Invite extra staff to the campaign under Team.

See also: Inviting staff · Building a client report.