--- title: "Create Campaign" slug: "create-campaign" updated: 2026-08-06T17:30:27Z published: 2026-08-06T17:30:27Z canonical: "help.csgi.com/create-campaign" stale: true --- > ## Documentation Index > Fetch the complete documentation index at: https://help.csgi.com/docs/llms.txt > Use this file to discover all available pages before exploring further. # Create Campaign This section describes how a user creates a campaign in Batch Communications Engine (BCE) using the Create Campaign form. - On the Campaigns home page, select **+ Create Campaign** above the campaign list table on the right to open the campaign creation form. - Confirm that the Create Campaign panel opens with the **Campaign Name** field at the top. > ![Note](https://cdn.document360.io/c578bb14-e570-4b6e-93ed-f6c5b8a2d8a1/Images/Documentation/Note.png?sv=2026-02-06&spr=https&st=2026-10-26T13%3A18%3A39Z&se=2026-10-26T14%3A18%3A39Z&sr=c&sp=r&sig=n6ARF2xT604Ju3eviE9md9tgXC%2FhGb%2BkzxfhoHW25ck%3D) > > Fields marked with an asterisk (*****) are mandatory, for example, **Campaign Name**, **Channel**, **Subscription, Frequency, Audience and Template**. ### Campaign Name - In **Campaign Name** field enter a clear, business‑friendly name that uniquely identifies the campaign’s purpose or audience - Select the **channel icon** for the channel you intend to use. - The selected icon is highlighted; other icons remain inactive. > ![Note](https://cdn.document360.io/c578bb14-e570-4b6e-93ed-f6c5b8a2d8a1/Images/Documentation/Note.png?sv=2026-02-06&spr=https&st=2026-10-26T13%3A18%3A39Z&se=2026-10-26T14%3A18%3A39Z&sr=c&sp=r&sig=n6ARF2xT604Ju3eviE9md9tgXC%2FhGb%2BkzxfhoHW25ck%3D) > > Only channels that have been configured for your account are available. If you want to enable a different channel, contact your Customer Success Manager. ### Subscription - In **Subscription**, open the drop‑down list. - Select the appropriate **subscription** that represents the set of subscribers who may receive this campaign. **For example**: **Account Updates**, **Marketing** - If the required subscription is missing, contact your BCE administrator; only configured subscriptions are available for selection. ![](https://cdn.document360.io/c578bb14-e570-4b6e-93ed-f6c5b8a2d8a1/Images/Documentation/create campaign.jpg?sv=2026-02-06&spr=https&st=2026-10-26T13%3A18%3A39Z&se=2026-10-26T14%3A18%3A39Z&sr=c&sp=r&sig=n6ARF2xT604Ju3eviE9md9tgXC%2FhGb%2BkzxfhoHW25ck%3D) ### Transactional - Under Subscription, find the **Transactional** label with a toggle button. > ![Note](https://cdn.document360.io/c578bb14-e570-4b6e-93ed-f6c5b8a2d8a1/Images/Documentation/Note.png?sv=2026-02-06&spr=https&st=2026-10-26T13%3A18%3A39Z&se=2026-10-26T14%3A18%3A39Z&sr=c&sp=r&sig=n6ARF2xT604Ju3eviE9md9tgXC%2FhGb%2BkzxfhoHW25ck%3D) > > The Transactional toggle applies only to e-mail communications, and controls whether unsubscribe headers are sent as part of delivering the email. Unsubscribe headers should always be sent if the recipient is allowed to unsubscribe from the email campaign communications. - The default state is **off**, which means the campaign is treated as a **non‑transactional** **(marketing)** e-mail. - Turn the toggle **on** for transactional e-mails or leave the toggle **off** for marketing e-mails. ### Description - In the **Description** field, enter a concise summary of the campaign objective, key audience or segment, any special business rules or notes. - Use this description to help other users quickly understand the purpose of the campaign in the Campaigns list. > ![Note](https://cdn.document360.io/c578bb14-e570-4b6e-93ed-f6c5b8a2d8a1/Images/Documentation/Note.png?sv=2026-02-06&spr=https&st=2026-10-26T13%3A18%3A39Z&se=2026-10-26T14%3A18%3A39Z&sr=c&sp=r&sig=n6ARF2xT604Ju3eviE9md9tgXC%2FhGb%2BkzxfhoHW25ck%3D) > > For a new campaign, the Overview section displays “No data yet. This will update after your first launch.” - **Maximum length** allowed for the campaign description is **255 characters**. - Review the Overview section **(read‑only)** ### Configure Campaign Frequency - Scroll to the Frequency section and choose one of: - **File-Triggered**: Launch a campaign automatically based on updates to an external file that contains the target audience. For scheduling a File-Triggered Campaign, visit [Create a File-Triggered Campaign](/cx/docs/create-a-file-triggered-campaign). - **One‑Time**: To send the campaign once (for example, a one‑off announcement). - **Recurring**: To send the campaign on a repeated schedule (for example, weekly or monthly reminders). For scheduling a Recurring Campaign, visit [Create a Recurring Frequency Campaign](/cx/docs/configure-recurring-frequency-for-a-campaign). ![](https://cdn.document360.io/c578bb14-e570-4b6e-93ed-f6c5b8a2d8a1/Images/Documentation/scheduler type.jpg?sv=2026-02-06&spr=https&st=2026-10-26T13%3A18%3A39Z&se=2026-10-26T14%3A18%3A39Z&sr=c&sp=r&sig=n6ARF2xT604Ju3eviE9md9tgXC%2FhGb%2BkzxfhoHW25ck%3D) ### Audience - Scroll to the Audience section in the Create Campaign panel. - Choose how to define the audience. Under Segment, select any one from the drop-down options - **Select Segment**- to use an existing saved segment as your audience. - **Create New Segment**- opens the segment builder. - **Upload File**- imports/uploads CSV File with Profile Data. - **External File Location**- Target audience file is added to an external file location, such as an SFTP server. - To know more about defining audience, visit [Define Audience for a Campaign](/cx/docs/define-audience-for-a-campaign). ![](https://cdn.document360.io/c578bb14-e570-4b6e-93ed-f6c5b8a2d8a1/Images/Documentation/Audience.jpg?sv=2026-02-06&spr=https&st=2026-10-26T13%3A18%3A39Z&se=2026-10-26T14%3A18%3A39Z&sr=c&sp=r&sig=n6ARF2xT604Ju3eviE9md9tgXC%2FhGb%2BkzxfhoHW25ck%3D) ### Template The Template section lets you choose the communication layout your campaign will use and review its variables before saving the campaign configuration. - In the Template field, select the **drop-down** arrow. - From the list of available templates, click the **template** you want to use for this campaign. > ![Note](https://cdn.document360.io/c578bb14-e570-4b6e-93ed-f6c5b8a2d8a1/Images/Documentation/Note.png?sv=2026-02-06&spr=https&st=2026-10-26T13%3A18%3A39Z&se=2026-10-26T14%3A18%3A39Z&sr=c&sp=r&sig=n6ARF2xT604Ju3eviE9md9tgXC%2FhGb%2BkzxfhoHW25ck%3D) > > The templates shown in the drop-down menu are the list of approved templates in XCC for the campaign’s channel type (e.g., email or SMS). ![](https://cdn.document360.io/c578bb14-e570-4b6e-93ed-f6c5b8a2d8a1/Images/Documentation/campain template(1).jpg?sv=2026-02-06&spr=https&st=2026-10-26T13%3A18%3A39Z&se=2026-10-26T14%3A18%3A39Z&sr=c&sp=r&sig=n6ARF2xT604Ju3eviE9md9tgXC%2FhGb%2BkzxfhoHW25ck%3D) - Confirm that the template name now appears in the **Template** field. - After you select a template, a preview of the template will be shown in the Preview panel. #### Map Variables to Profile Attributes - In the **Variables** area, review the list of dynamic variables that appears for the selected template. - Map each variable to an appropriate **Profile Attribute**. - To clear a selected profile attribute, click the **X icon** inside the **Profile Attribute** pill. - The field is reset and the variable will not pull any data until you choose a new profile attribute. > ![Note](https://cdn.document360.io/c578bb14-e570-4b6e-93ed-f6c5b8a2d8a1/Images/Documentation/Note.png?sv=2026-02-06&spr=https&st=2026-10-26T13%3A18%3A39Z&se=2026-10-26T14%3A18%3A39Z&sr=c&sp=r&sig=n6ARF2xT604Ju3eviE9md9tgXC%2FhGb%2BkzxfhoHW25ck%3D) > > All variables must have a mapping defined before you can save the campaign. ![](https://cdn.document360.io/c578bb14-e570-4b6e-93ed-f6c5b8a2d8a1/Images/Documentation/campaign variable.gif?sv=2026-02-06&spr=https&st=2026-10-26T13%3A18%3A39Z&se=2026-10-26T14%3A18%3A39Z&sr=c&sp=r&sig=n6ARF2xT604Ju3eviE9md9tgXC%2FhGb%2BkzxfhoHW25ck%3D) - If you change the template, wait for the **Variables** list to refresh and then review each variable again. Remap profile attributes as needed, because the variables shown are specific to the currently selected template. ### Save Campaign Details - After you enter valid values in every mandatory field, the **Save** button becomes active (clickable). - You can now choose to either save the campaign or cancel the changes. - Click **Save** to store the campaign details. - The saved campaign is added to the **Campaigns list** and the campaign row is highlighted in light blue. - This highlighted row opens the **campaign details** on the right panel. ![](https://cdn.document360.io/c578bb14-e570-4b6e-93ed-f6c5b8a2d8a1/Images/Documentation/New Campaign added.jpg?sv=2026-02-06&spr=https&st=2026-10-26T13%3A18%3A39Z&se=2026-10-26T14%3A18%3A39Z&sr=c&sp=r&sig=n6ARF2xT604Ju3eviE9md9tgXC%2FhGb%2BkzxfhoHW25ck%3D) ### Overview The **Overview** section on the right refreshes for the selected campaign and shows **four summary cards**: - **Status card**- shows the **Runs to Date** count for the campaign (such as **0 for a new campaign**) and the current **campaign status** (such as **Draft**) in a label at the bottom of the card. - **Attempted Emails card**- shows the total number of email attempts made for the selected campaign and two small indicators on the right for **Sent %** and **Error %**. For a new campaign, the count is 0 and both percentages are 0%. - **Skipped card**- shows how many profiles were **skipped** during the campaign run and the corresponding **percentage** in brackets. For **example**, **0 (0%**) for a campaign that has not run yet. - **Unsubscribed card**- shows how many profiles **unsubscribed** as part of the campaign activity and the percentage of unsubscribes. For **example**, **0 (0%)** for a campaign that has not yet been sent. > ![Note](https://cdn.document360.io/c578bb14-e570-4b6e-93ed-f6c5b8a2d8a1/Images/Documentation/Note.png?sv=2026-02-06&spr=https&st=2026-10-26T13%3A18%3A39Z&se=2026-10-26T14%3A18%3A39Z&sr=c&sp=r&sig=n6ARF2xT604Ju3eviE9md9tgXC%2FhGb%2BkzxfhoHW25ck%3D) > > As the campaign runs, the values in these cards update to reflect the latest execution metrics for the selected campaign. ![](https://cdn.document360.io/c578bb14-e570-4b6e-93ed-f6c5b8a2d8a1/Images/Documentation/Campaign overview.jpg?sv=2026-02-06&spr=https&st=2026-10-26T13%3A18%3A39Z&se=2026-10-26T14%3A18%3A39Z&sr=c&sp=r&sig=n6ARF2xT604Ju3eviE9md9tgXC%2FhGb%2BkzxfhoHW25ck%3D) The bottom action bar for the selected campaign becomes available. These controls allow you to manage the saved campaign- ![](https://cdn.document360.io/c578bb14-e570-4b6e-93ed-f6c5b8a2d8a1/Images/Documentation/Manage Campaign Contol buttons.jpg?sv=2026-02-06&spr=https&st=2026-10-26T13%3A18%3A39Z&se=2026-10-26T14%3A18%3A39Z&sr=c&sp=r&sig=n6ARF2xT604Ju3eviE9md9tgXC%2FhGb%2BkzxfhoHW25ck%3D) - **Delete (trash icon)**- removes the selected campaign from the list after you confirm the deletion. - **Edit**- reopens the campaign details so you can review or update the configuration. - **Run Campaign**- starts the campaign using the current settings and sends messages to the targeted profiles. ### Cancel a Campaign - Click **Cancel** instead of Save while creating a campaign, the system closes the left panel for campaign creation. - No new campaign is created, and any unsaved changes to an existing campaign are discarded. ![](https://cdn.document360.io/c578bb14-e570-4b6e-93ed-f6c5b8a2d8a1/Images/Documentation/Cancel Campaign(1).gif?sv=2026-02-06&spr=https&st=2026-10-26T13%3A18%3A39Z&se=2026-10-26T14%3A18%3A39Z&sr=c&sp=r&sig=n6ARF2xT604Ju3eviE9md9tgXC%2FhGb%2BkzxfhoHW25ck%3D)