# Campaigns

> Plan, build, check and launch outreach campaigns in Unifuse: the six-step wizard, the server-side pre-flight checklist, recipient lists and contacts, templates, reporting and campaign details.

Source: https://docs.unifuse.ai/enrollment/campaigns/

The **Campaign** hub is where enrollment and success teams run outreach at scale by email,
SMS and WhatsApp. Every launch goes through the same contact gate as a one-to-one message:
consent, budget and quiet hours.

## Before you start

- You need *view campaigns* to look and *manage campaigns* to create and launch. Test sends
  need *send messages*; importing contacts into lists needs *manage recipient lists*; CSV
  reports need *export data*.
- Email and SMS must be configured for your institution. The pre-flight checklist will tell
  you if a channel is not.

## Overview

**Campaign → Overview** shows total campaigns, total audience, average engagement and
delivery rate, charts of campaigns by status and deliveries by channel, and recent campaigns.

## Campaign manager

**Campaign → Campaign** has six tabs:

| Tab | What it holds |
|---|---|
| Intelligence | Campaign counts, audience reached, deliveries and outcomes by channel, findings from the insight feed, recent campaigns. |
| Campaigns | Your campaigns, filtered by active, scheduled, paused or all, searchable, with a filter for channel and audience segment. An **Unfinished drafts** strip offers **Resume** or **Discard**. |
| Templates | The template library. See [Templates](#templates). |
| Recipient Lists | Lists of contacts with their source, members and the campaigns that used them. |
| Users | The campaign contacts store, with **Add New User** and **Bulk Upload Users**. |
| Reporting | The report builder. See [Reporting](#reporting). |

## Build a campaign

**New Strategy** opens the Campaign Orchestrator. Drafts save automatically as you go; if the
same draft is changed elsewhere, a banner offers **Reload**.

1. **Strategy details**: **Campaign Name** (required); **Primary Goal** (yield, application
   completion, event registration, fundraising, retention); **Channel Mix** (Email, SMS,
   WhatsApp; at least one); **Key Context / Notes**.
2. **Recipients**: choose the **Target Audience** segment from the contacts store. Email and
   phone can be edited inline, and **Add new contact** adds one. At least one matching contact
   is required.
3. **Choose Creation Engine**: **AI Architect** (give instructions, **Generate Content**,
   refine), **Template Library**, or **Manual / 3rd Party** (paste HTML or text).
4. **Content**: write or adjust the message. Merge tags `{{FirstName}}`, `{{Name}}`,
   `{{Email}}` and `{{Phone}}` are filled per recipient; preview them as written or as a
   sample contact.
5. **Message preview**: desktop and mobile views, and for SMS a phone frame with the segment
   count.
6. **Review & launch**: a summary with edit links, and the **Pre-Flight Checklist**.

## The pre-flight checklist

The checklist runs on the server and reports how many recipients are reachable, opted out,
or have no address. Failures block the launch: a channel that is not configured, an empty
body, an email without a subject, a missing unsubscribe link, or an audience that is empty
or unreachable. Warnings do not block: unresolved merge tags, multi-part SMS, missing
addresses, or high suppression.

**Send test to me** sends the message to your own address only. You must tick the consent
confirmation before **Launch Campaign** is available. The server runs the checklist again
at launch and refuses if anything now fails. Each recipient's send goes through the contact
gate, so some may be skipped for consent, budget or quiet hours; the result reports how many
succeeded, failed and were skipped.

## Recipient lists and contacts

Expanding a list shows its members and **Add contacts from a file** (CSV or Excel). The
import previews first, then reports rows read, added, updated, needing review, added to the
list and skipped, with **Download skipped rows**. Existing contacts are not overwritten unless
you **Apply updates**. Contacts who previously unsubscribed are imported as suppressed: a file
cannot undo an opt-out.

## Templates

**Create Template** offers **Upload Pre-existing Template** (an HTML file, with an AI review)
or **Create from Scratch**: name, department, tone, description, goal, owner and parameters,
then look and feel (font, colours, header image), **Generate Template**, and refinement in
plain language. The preview opens in Preview, Edit or Code modes, with **Export HTML**,
**Send Test** to your own address, and a typed confirmation to delete.

## Reporting

Name the report, choose data points from Delivery (attempts, sent, delivered and their
rates), Engagement (opened, clicked, replied and their rates) and Failures (failed, skipped
or unsubscribed and their rate), filter by campaign and date range, then **Generate Report**
or **Export CSV**. Engagement figures depend on the email provider reporting opens and
clicks back to Unifuse.

## Campaign details

Each campaign's page shows recipients, delivery rate, sent, failed and opt-outs, a preview of
the message as launched, and tabs for Analytics (delivery status and channel performance),
Recipients (status, attempts and last activity per recipient) and Opt-Outs.

## Unsubscribe

Every launched email carries an unsubscribe link. It needs no sign-in, never expires, and
records an opt-out for that address on the email channel. Anything already queued stops
within a short while. Restoring an opt-out is done in
[Contact policy](/administration/contact-policy/#opt-outs).

## Related

- [Messaging students](/student-success/messaging-students/) for the contact gate
- [Surveys](/enrollment/surveys/)