Create campaign group

A campaign group must be created to deploy any communication; a campaign group is the ‘wrapper’ within which specific campaigns are created. A single campaign group can be created to deploy multiple campaigns. Users with appropriate permissions can create a campaign group.

Follow these steps to create a campaign group:

  1. From the left menu, navigate to Campaign management > Campaign group. The campaign group list screen appears. It will display all the campaigns created in this tenant.

  1. Click Create campaign group.
  2. On the Create campaign group screen, enter details for the following fields.
    1. Campaign group name: Enter a name for the campaign group.
    2. Business stakeholder: Enter all the stakeholders for the campaign separated by a comma. For example, Sales Team, Marketing Team, Presales, etc.
    3. Reference ID: Enter a unique ID for the campaign group.
    4. Campaign image: Add a thumbnail image for the campaign group. The size of the image should not be more than 100 x 100 px. The supported formats are .jpg, .jpeg, .png, .gif, .bmp, and .tif.
    5. Description: Enter a description for the campaign group.


  1. Click Save and proceed.

Once a campaign group is created, the top portion of the screen will display metrics of the group.

  • Campaign group: Displays the name of the campaign group.
  • Created On: Display the campaign group created date.
  • Total Campaigns: Displays the total number of campaigns created in the group.
  • Completed: Dsiplays the number of completed campaigns in the group..
  • Pending: Displays the number of pending campaigns in the group.:
  • Running: Displays the number of running campaings in the group.
  • Paused: Displays the number of paused campaigns in the group.
  • Created by: Displays the user name of the campaign group creator.
  • Draft: Displays the number of draft campaigns in the group.
  • Stopped: Displays the number of stopped campaigns in the group.