> ## Documentation Index
> Fetch the complete documentation index at: https://docs.pickcel.com/llms.txt
> Use this file to discover all available pages before exploring further.

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

> Create a Pickcel Comms campaign in five steps (details, channels, audience, delivery, review), then send it now or schedule it, and manage drafts, schedules, and sent campaigns.

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.

<Steps>
  <Step title="Campaign Details">
    * **Campaign Name** (required) and **Description** (optional).
    * **Campaign Type**: **Promotional** (default), **Informational**, or **Announcement**. The type is used for labeling and filtering.
  </Step>

  <Step title="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](/comms/channels/screensaver) · [Desktop Notification](/comms/channels/notification) · [Wallpaper](/comms/channels/wallpaper) · [Ticker](/comms/channels/ticker) · [Microsoft Teams](/comms/channels/microsoft-teams) · [WhatsApp](/comms/channels/whatsapp)
  </Step>

  <Step title="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.
  </Step>

  <Step title="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.
  </Step>

  <Step title="Review">
    * Check the details, channels, content previews (click the expand icon for full screen), audience, and delivery time.
    * Click **Send Now** or **Confirm Schedule**.
  </Step>
</Steps>

## Campaign list

* 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.

## Campaign actions

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                                         |

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

## View a campaign

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.