> For the complete documentation index, see [llms.txt](https://help.peoplevine.com/llms.txt). Markdown versions of documentation pages are available by appending `.md` to page URLs; this page is available as [Markdown](https://help.peoplevine.com/products/control-panel-overview/communications-overview/create-campaign.md).

# How to Create a Campaign

### Before you begin (Prerequisites)

* **Permissions**: You must be an **Administrator**, **Supervisor**, **Support**, or **Account Rep**. See: [How to Manage Users and Permissions](/products/control-panel-overview/admin-overview/manage-roles-permissions.md).
* **Newsletters**: Build a newsletter for each campaign step before starting. See: [How to Build & Send an Email Newsletter](/products/control-panel-overview/communications-overview/build-send-email-newsletter.md).
* **Trigger condition**: Know what should start the campaign (action, date, attribute tag, etc.).

### Instructions

1. Navigate to [**CONNECT > Manage Campaigns**](https://control.peoplevine.com/campaigns).

> **Note (Pro Dash):** Navigate to **AUTOMATE > Campaigns > Manage Campaigns**.

2. Click the green **Start a New Campaign** button.
3. Select a **Campaign Type**:
   * **Completed Campaign** -- initiate or continue the campaign when the user completes an activity.
   * **Drip Campaign** -- automatically send the next item (based on schedule) after the first interaction.
   * **Follow-Through Campaign** -- follow up with the user until complete once an action is triggered.
   * **Date-Based Campaign** -- send for birthdays, anniversaries, or other date-based attributes.
   * **Attribute Tagged Campaign** -- begins when a user is tagged to a specific attribute and value.
   * **Checking-In Campaign** -- check in with the user if a specific action hasn't been completed in a while.
   * **Pre-Arrival** -- send a message prior to arrival.
   * **When-It's-Over Campaign** -- reach out to the user when a time-based activity ends (e.g. after an appointment).
4. Enter the **Campaign Name**, **Description**, **Start Date**, and **End Date**.
   * Check "This campaign doesn't end" for ongoing campaigns.
5. Check **Activate Campaign** to make it live immediately.
6. Click **NEXT STEP**.
7. Select the **campaign activity** (the action that starts the campaign) and assign a **newsletter template**.
8. Click **Assign Item**.
9. Add additional steps with timing delays (e.g., "3 days after previous step") and assign templates for each step.

> **Note**: For Date-Based campaigns, the day offset represents days *before* the target date. Enter `0` to send on the date itself, `15` to send 15 days before.

> **Note**: Date-based and renewal-reminder campaigns do **not** have a campaign queue. They fire directly on the configured date. If a member's profile doesn't match the target date, the campaign will not fire for that member.

> **External URLs with special characters**: An unencoded ampersand (`&`) in a link breaks Peoplevine's link tracking and redirects the click to the Member Portal. URL-encode special characters (`&` → `%26`) or use a URL shortener, and test each link in the preview before approving.

### Best Practice

Test and monitor the campaign at the start to confirm each step triggers correctly before activating at scale.

> **Note**: For membership-activation campaigns, decide the activation state before bulk-importing members.

### What Happens Next

* **On the member side**: Members receive automated messages as they hit each campaign step.
* **Tracking**: View campaign performance (total hits, messages sent, unique recipients) from [**CONNECT > Manage Campaigns**](https://control.peoplevine.com/campaigns). The Campaign Queue also displays the associated event, scheduler, or booking title for each queued message, making it easier to identify which experience triggered the campaign.

> **Note (Pro Dash):** Navigate to **AUTOMATE > Campaigns > Manage Campaigns**.

* **Next step**: To send a newsletter instead, see: [How to Send a Newsletter](/products/control-panel-overview/communications-overview/send-newsletter.md). To message one member directly, see: [How to Send 1:1 Communication to Members](/products/control-panel-overview/communications-overview/send-1to1-communication.md).

*Last updated: 2026-06-24*


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