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Documentation Index

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The Campaigns screen displays all marketing campaigns for the current organization and is accessible at /ce/campaigns.

Overview

The Campaigns screen renders a grid of campaign cards, each showing campaign name and status badge. Users can filter the list by search text, status, and campaign type using controls at the top of the page. The New Campaign button opens a form dialog to create a campaign. Each card provides Edit and Delete actions; deletion requires confirmation in an alert dialog. Campaigns are fetched scoped to the current organization.

Who it’s for

Required permission: ce.campaigns.view (route-level gate). Creating a campaign likely requires additional write permissions (SME: confirm exact create permission).

Before you start

  • You need the ce.campaigns.view permission.
  • Your organization must be active in the platform.

Steps

1

Open Campaigns

Navigate to /ce/campaigns via the Community Engagement menu.
2

Filter the list

Use the search input, Status dropdown, or Type dropdown to narrow the campaign list.
3

Create a campaign

Click New Campaign to open the campaign form dialog, fill in the required fields, and submit.
4

Edit a campaign

Click the Edit action on a campaign card to reopen the form dialog pre-populated with existing values.
5

Delete a campaign

Click Delete on a campaign card, then confirm the deletion in the alert dialog. This action cannot be undone.

Key concepts

  • Campaign status — determined by CAMPAIGN_STATUS_LABELS constants (SME: confirm available statuses).
  • Campaign type — determined by CAMPAIGN_TYPE_LABELS constants (SME: confirm available types).

Community Engagement

Community Engagement core overview.

Governance & parity

Documentation coverage and governance.
This page documents shipped product behavior. It is not medical, legal, or billing advice. Verify against your organization’s policies and applicable regulations before using it for clinical, compliance, or billing decisions. Protected health information (PHI) shown in the product is governed by your tenant’s access controls and is never exposed in this documentation.
  • src/routes/ce.tsx
  • src/cores/ce/pages/CampaignsPage.tsx