---
title: How do I set up a campaign?
description: You can set up campaigns in the Calendar.
---

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1. [Help Center](https://help.joyoushq.com/?hsLang=en)
2. [Campaign stakeholder resources](https://help.joyoushq.com/campaign-stakeholder-resources?hsLang=en)
3. [Understanding the Campaign Setup](https://help.joyoushq.com/campaign-stakeholder-resources?hsLang=en#understanding-the-campaign-setup)

# How do I set up a campaign?

## You can set up campaigns in the Campaign template gallery

There are 9 steps to a campaign setup:<https://help.joyoushq.com/how-do-i-set-up-a-campaign#create-a-new-campaign>

1. [Create a new campaign, craft or choose a campaign from the template gallery](https://help.joyoushq.com/how-do-i-set-up-a-campaign#craft-or-choose-a-campaign)

2. [Create the campaign copy](https://help.joyoushq.com/how-do-i-set-up-my-campaign-questions?hsLang=en)

3. [Edit the campaign name](https://help.joyoushq.com/how-do-i-set-up-a-campaign#edit-the-campaign-name)

4. [Select or upload the audience](https://help.joyoushq.com/how-do-i-set-up-a-campaign#select-or-upload-the-audience)

5. [Configure the AI facilitator settings](https://help.joyoushq.com/how-do-i-set-up-a-campaign#configure-the-AI-facilitator-settings)

6. [Assign campaign stakeholders](https://help.joyoushq.com/how-do-i-set-up-a-campaign#assign-campaign-stakeholders)

7. [Select contact methods](https://help.joyoushq.com/how-do-i-set-up-a-campaign#select-contact-methods)

8. [Set the campaign timing](https://help.joyoushq.com/how-do-i-set-up-a-campaign#set-the-campaign-timing)

9. [Adjust advanced settings](https://help.joyoushq.com/how-do-i-set-up-a-campaign#adjust-advanced-settings)

10. [Participant link settings](https://help.joyoushq.com/how-do-i-set-up-a-campaign#Participant)

---

  
**1. Create a new campaign, craft or choose a campaign from the template gallery.**

- Navigate to '**+New**' from left menu bar.

There are three ways to create a campaign within the template gallery:

- i. [Use the AI Campaign Assistant](https://help.joyoushq.com/how-do-i-use-the-ai-campaign-assistant?hsLang=en) to craft a campaign tailored to your unique goals.
- ii. Create a campaign from scratch by selecting a **blank template** from the gallery.

![blanktemplate1](https://help.joyoushq.com/hs-fs/hubfs/blanktemplate1.gif?width=620&height=401&name=blanktemplate1.gif)

- iii. Select a **pre-designed campaign** from the gallery by clicking one of the coloured templates.

![templates1](https://help.joyoushq.com/hs-fs/hubfs/templates1.gif?width=620&height=399&name=templates1.gif)

 

---

**2. [Create the campaign copy.](https://help.joyoushq.com/how-do-i-set-up-my-campaign-questions?hsLang=en)**

  
**3. Edit the campaign name.**

- Click on the campaign name at the top in order to edit.
- Type the new campaign name.
- Press 'enter' or click outside of the input to save the new campaign name.

![editname](https://help.joyoushq.com/hs-fs/hubfs/editname.gif?width=620&height=405&name=editname.gif)

---

  
**4. Select or upload the audience.**

- Click '**Settings**' in the right menu.
- Click the '**Audience**' field to bring up the audience settings.
- Click the '**Target audience**' dropdown.
- Select an audience method from the dropdown.  
  <https://help.joyoushq.com/how-do-i-add-campaign-audience?hsLang=en>

![audienceupload](https://help.joyoushq.com/hs-fs/hubfs/audienceupload.gif?width=620&height=405&name=audienceupload.gif)

📝  Note: You can learn more about choosing your audience by reading 

[How do I add the campaign audience?](https://help.joyoushq.com/how-do-i-add-campaign-audience?hsLang=en)

 

---

  
**5. Configure the AI facilitator settings.**

- Click the '**AI facilitator**' field to bring up the AI facilitator settings.
- Click the '**AI facilitator**' dropdown to select your desired AI facilitator setting.
- In the '**Human response buffer (hours)**' input, type the number of hours you'd like the AI facilitator to wait before replying to an audience member, or use the arrow buttons to select the number of hours.
- Click the '**Closing message**' toggle is switch it on of off. 
    - When the toggle is on, the AI facilitator will send a closing message after the initial exchange to let the audience member know the conversation is complete.
    - You can customize the closing message using the 'Message text input' below the toggle.
- Once the settings are configured, click '**Save**'.

![AIfacilitator](https://help.joyoushq.com/hs-fs/hubfs/AIfacilitator.gif?width=620&height=405&name=AIfacilitator.gif)

---

  
**6. Assign campaign stakeholders.**

- Click the '**Stakeholders**' field to bring up the Stakeholder settings.
- Click the '**Executive sponsor**' dropdown. Type the name of your sponser and click the name to select it.
- Click the '**Campaign lead**' dropdown. Type the name of your lead and click the name to select it.
- Click the '**Facilitator**' dropdown. Type the name of your facilitator(s) and click the name(s) to select it/them.
- If reporting line leaders require visibility of their direct reporting lines' conversations, switch the '**Reporting line leaders**' toggle on.
- Click '**Save & notify**' to send an email to all listed stakeholders letting them know about the campaign and their involvement.  
    - Click '**Save only**' if you do not wish to notify stakeholders at this time.

![assignstakeholders](https://help.joyoushq.com/hs-fs/hubfs/assignstakeholders.gif?width=620&height=405&name=assignstakeholders.gif)

---

  
**7. Select contact methods.**

- Click the '**Contact methods**' field to bring up the Stakeholder settings.
- Click the up and down arrows to reorder the priority of contact methods.
- Ensure the '**From name**' input states '**\[Organization name\] via Joyous**'.
- Ensure 'Template' input states 'question-v4'.
- Upload a company logo if using an email contact method.

![contactmethod](https://help.joyoushq.com/hs-fs/hubfs/contactmethod.gif?width=620&height=405&name=contactmethod.gif)

---

  
**8. Set the campaign timing.**

- Click the '**Timing**' field to bring up the Timing settings.
- Click the '**Time to send**' input to select the time you wish your questions to send.
- Click the '**Timezone**' input to select the timezone you wish your send time to adhere to.
- Click the '**Cadence**' input and select whether you want to run a 'one-off' or 'recurring' campaign. 
    - To learn more about recurring campaigns, read '**How do I set up a recurring campaign?**'
- If you would like to close the campaign at any stage, switch the '**Close for new responses**' toggle on. 
    - You can specify when the campaign closes using the '**Days after last conversation**' input.

![campaigntime](https://help.joyoushq.com/hs-fs/hubfs/campaigntime.gif?width=620&height=405&name=campaigntime.gif)

---

  
**9. Adjust advanced settings.**

- Click the '**Advanced settings**' button to bring up the advanced settings.
- Click the '**Day to send**' dropdown to select the day of the week you would like the weekly summary to be sent to campaign stakeholders.
- Click the '**Action summary recipients**' dropdown to select which recipients will receive action plan summaries.
- Click the '**Default day to nudge audience**' dropdown to select the day of the week you would like the audience nudge to be sent.
- Type your Campaign goal, ROI hypothesis, & Estimated ROI in the related inputs.
- Click the '**Planning board**' dropdown to select which board you would like the campaign to sit under.
- Click the '**Locale'** dropdown to select the primary campaign language.
- Switch the '**Mixed language conversations**' toggle to on if there will be conversations that contain more than one language. 
    - For example, the audience member may respond in French and the human facilitator may respond in English.
- Click '**Save**' to preserve the advanced settings.

![advancesettings](https://help.joyoushq.com/hs-fs/hubfs/advancesettings.gif?width=620&height=405&name=advancesettings.gif)

---

**10. Participant link**

 You can access the participant link by either:

- Clicking the '**Participant link**' button to bring up the participant link options. 
    - Click to either copy the link or access the QR code. ![Screenshot 2025-12-04 at 5.12.54 PM](https://help.joyoushq.com/hs-fs/hubfs/Screenshot%202025-12-04%20at%205.12.54%20PM.png?width=57&height=35&name=Screenshot%202025-12-04%20at%205.12.54%20PM.png)
    - Click '**Access**' to allow link access to anyone with the link, anyone with a pre-defined identifier, or a pre-defined audience only.

![linkacess](https://help.joyoushq.com/hs-fs/hubfs/linkacess.gif?width=620&height=405&name=linkacess.gif)

- Closing the right '**Settings**' menu.  
    - This can also be accessed by clicking '**Dashboard**' from the left menu prior to the campaign launching.

![QRandlink](https://help.joyoushq.com/hs-fs/hubfs/QRandlink.gif?width=620&height=405&name=QRandlink.gif)

---

📝 Once you have adjusted your campaign settings, you can input your campaign questions.

- [Setting up Joyous](https://help.joyoushq.com/setting-up-joyous?hsLang=en#main-content)
  
  
  
  
  
    - [Overview](https://help.joyoushq.com/setting-up-joyous?hsLang=en#overview)
    - [People data integrations](https://help.joyoushq.com/setting-up-joyous?hsLang=en#people-data-integrations)
    - [Contact methods](https://help.joyoushq.com/setting-up-joyous?hsLang=en#contact-methods)
    - [Other Integrations](https://help.joyoushq.com/setting-up-joyous?hsLang=en#other-integrations)
    - [Dashboard sign-on](https://help.joyoushq.com/setting-up-joyous?hsLang=en#dashboard-sign-on)
    - [Privacy & security](https://help.joyoushq.com/setting-up-joyous?hsLang=en#privacy-security)
    - [Matrix relationships](https://help.joyoushq.com/setting-up-joyous?hsLang=en#matrix-relationships)
    - [Resources](https://help.joyoushq.com/setting-up-joyous?hsLang=en#resources)
- [Campaign stakeholder resources](https://help.joyoushq.com/campaign-stakeholder-resources?hsLang=en#main-content)
  
  
  
  
  
    - [Understanding notifications](https://help.joyoushq.com/campaign-stakeholder-resources?hsLang=en#understanding-notifications)
    - [Understanding the Live Feed & Inbox](https://help.joyoushq.com/campaign-stakeholder-resources?hsLang=en#understanding-the-live-feed-inbox)
    - [Understanding filters](https://help.joyoushq.com/campaign-stakeholder-resources?hsLang=en#understanding-filters)
    - [Understanding the Dashboard](https://help.joyoushq.com/campaign-stakeholder-resources?hsLang=en#understanding-the-dashboard)
    - [Understanding the Campaign Setup](https://help.joyoushq.com/campaign-stakeholder-resources?hsLang=en#understanding-the-campaign-setup)
    - [Understanding the Board](https://help.joyoushq.com/campaign-stakeholder-resources?hsLang=en#understanding-the-board)
    - [FAQs](https://help.joyoushq.com/campaign-stakeholder-resources?hsLang=en#faqs)
- [Audience resources](https://help.joyoushq.com/audience-resources?hsLang=en#main-content)
  
  
  
  
  
    - [Giving feedback](https://help.joyoushq.com/audience-resources?hsLang=en#giving-feedback)
    - [Changing your feedback](https://help.joyoushq.com/audience-resources?hsLang=en#changing-your-feedback)
    - [FAQs](https://help.joyoushq.com/audience-resources?hsLang=en#faqs)
- [The HR Engagement Model](https://help.joyoushq.com/the-hr-engagement-model?hsLang=en#main-content)
  
  
  
  
  
    - [The Joyous HR Engagement Model](https://help.joyoushq.com/the-hr-engagement-model?hsLang=en#the-joyous-hr-engagement-model)
- [Release notes](https://help.joyoushq.com/release-notes?hsLang=en)
- [Integrations](https://help.joyoushq.com/integrations?hsLang=en#main-content)
  
  
  
  
  
    - [ServiceNow](https://help.joyoushq.com/integrations?hsLang=en#servicenow)

- [Joyous status](https://status.joyoushq.com/)
- [Privacy](https://www.joyoushq.com/privacy)

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