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Use Outreach to coordinate personal ministry campaigns. A campaign gives participating staff a shared purpose and dashboard. Each person’s contacts and touchpoints remain private to that person; other campaign participants cannot view them. If Outreach shows no available scope, join a department where Outreach is enabled or contact your church administrator. Campaign creation and status changes depend on your access to the selected organization or department.

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Create a campaign

  1. Open Outreach and choose Organisation-wide or a department from Scope.
  2. Select New campaign.
  3. Enter a Name. Add an optional Description, Starts, and Ends date and time.
  4. Add an AI brief (optional) if staff may use AI to draft campaign share-kit captions. Keep it focused on the campaign message; contact details are not used by the AI drafting flow.
  5. Select Create campaign.
The new campaign starts as Draft. Open it to see its dashboard, your contacts, and any campaign share kits.

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Activate and manage the campaign

On the campaign page, use Edit to update its name, description, dates, or AI brief. Use Change status to move it through the available stages:
  • Draft: participants cannot add contacts or log touchpoints.
  • Active: participants can add contacts, log touchpoints, and generate ad share kits.
  • Completed: no new contacts can be added, but each contact remains visible to its owner.
  • Archived: the dashboard keeps an aggregate snapshot, while contacts and touchpoints are permanently deleted. This cannot be undone.
Before archiving, make sure staff no longer need their individual contact or touchpoint history. The campaign dashboard reports aggregate activity such as participants, contact funnel stages, prayer coverage, answered prayers, and share-kit approval or publication counts. Use Status filter on the Outreach list to find campaigns in Draft, Active, Completed, or Archived status.

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Add and follow up with your contacts

You can add contacts while the campaign is Active.
  1. Open the campaign and go to Your contacts.
  2. Select Add contact.
  3. Enter the contact’s Name. Add Phone (optional) and Note (optional) if useful for your follow-up.
  4. Select Add contact. The contact is private to you.
  5. Select the contact row to open its details. Use Edit to update its details or choose a stage.
  6. Use the stage stepper to record progress through Contacted, Visited, Attended, and Joined. If follow-up should stop, select Close contact…, choose a reason, and select Confirm.
In the contact details, use Log a prayer to add a prayer touchpoint. The activity history also lets you record a Call, Message, Visit, Invite, or Other touchpoint, with an optional note. When you learn that a prayer has been answered, select Mark answered…, add an optional note, and select Confirm. Use Delete contact only when the contact should be removed entirely. Deleting permanently removes that contact and every touchpoint logged against them.

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Generate an outreach share kit

Campaign managers can create a draft for review from an Active or Completed campaign.
  1. In the campaign’s Share kits section, select Generate with AI.
  2. Add an optional Brief with anything extra to emphasize.
  3. Choose any Channels you want captions for. Leave the channel list blank to request only the generic caption.
  4. Add an optional Image prompt, then select Generate.
  5. After the draft is created, an approver reviews it before it is published to the campaign.
The AI drafting flow uses the campaign name, description, and brief; it does not use contact details. To create or manage a non-Outreach Share Kit directly, see Create and publish a Share Kit. Approvers review submitted kits in Approvals; see Web portal modules.