How to create, send, and schedule a campaign in Pickcel Comms?

A campaign is one message sent to a set of employees on one or more channels.

Create a campaign

Go to Campaign → Create campaign. The wizard has five steps. Use Save Draft at any step to finish later.

Campaign Details

Campaign Name (required) and Description (optional).
Campaign Type: Promotional (default), Informational, or Announcement. The type is used for labeling and filtering.

Channels

Turn on a channel in the left panel, then fill in its settings. A live preview shows on the right.
Each channel shows Configured or Not Configured. You can’t continue until every channel you turned on is configured.
Microsoft Teams and WhatsApp stay greyed out until they’re connected in Settings → Integrations.
Settings for each channel: Screensaver · Desktop Notification · Wallpaper · Ticker · Microsoft Teams · WhatsApp

Audience

Select group: tick values under Department, Job title, and Office location.
- Values in the same column are combined with OR; different columns are combined with AND.
- Example: Department = QA + Office location = Bengaluru or Pune → QA employees in either city.
Select individual employees: search by name or email and tick people.
Total employees shows how many will receive it. Switching between group and individual clears your selection.

Delivery

Send now: goes out as soon as you confirm.
Schedule for later: set Send Date and Send Time (must be in the future).
Auto-revert to default (only when Screensaver or Wallpaper is on): set Screensaver End Date and/or Wallpaper End Date. At that time, screens go back to the default screensaver or wallpaper set in Settings → Company. The end date must be after the send time.

Review

Check the details, channels, content previews (click the expand icon for full screen), audience, and delivery time.
Click Send Now or Confirm Schedule.

Tabs: All, Sent, Scheduled, Drafts.
Filters: All types (Promotional / Informational / Announcement) and All statuses (Sent / Scheduled / Draft / Failed). Search by name.
When shows the sent date, the scheduled date and time, or when a draft was last edited.

Open the ⋯ menu on a campaign:

Action	Available for	What it does
View	All	Opens the campaign details
Edit Campaign	Draft, Scheduled	Reopens the wizard
Edit Schedule	Scheduled	Opens the wizard at Delivery to change the date and time
Duplicate	All	Opens a new wizard pre-filled with this campaign. Nothing is saved until you save or send.
Delete	All	Permanently deletes the campaign after you confirm

To cancel a scheduled campaign without deleting it, open Edit Schedule and click Save Draft. It moves back to Drafts.

The details page shows:

Status, type, delivery (immediate, or the scheduled Send at time), and channels.
Audience target type and Details (campaign ID, created and updated dates, channel count).
Content: one section per channel with what was sent and a Recipients table (name, status such as Sent or In Progress, and time).
Scheduled campaigns show No recipient records for this channel yet until they’re sent.