Create and configure a Campaign

A Campaign defines the data to produce, the work Contributors complete, participation requirements, Rewards, review rules, and final delivery path.

Before you begin

Define:

• the required data or result;
• the instructions Contributors will follow;
• Form fields and acceptance criteria;
• participation requirements;
• Rewards, Task limits, and expected volume; and
• the Campaign budget.

Create the Draft

1. Open Programs → Campaign.
2. Select Open Builder in the upper-right corner.
3. Humanbased creates a Draft and opens its workspace. Replace the temporary name in Settings → Identity & brief before configuring or sharing the Campaign.

A Draft does not issue active Tasks to Contributors.

Complete Campaign Detail

Campaign Detail includes anchors for Overview, Pipeline, Quality, Contributors, Agents, Data, Agreements, Notifications, and Settings.

Identity & brief

1. Open Settings → Identity & brief.
2. Upload the Cover image.
3. Enter the Name and Description / Brief.
4. Add a Detailed description and Tutorial videos when the work needs more instruction.
5. Select Save changes.

Name, Description, and Cover image must be resolved before Launch.

Other settings

• Budget: set the budget for a Draft. A Live or Paused Campaign can only increase it.
• Brand & theme: set the Accent color, Logo URL, Density, and Contributor instructions.
• Qualification requirements: set region, education, experience, Skill, language, and Academy course requirements. An empty field does not create that requirement.
• Members: review Campaign members and roles.
• Notifications: connect or manage Slack and Webhook notifications.

Completion state

The Campaign remains a Draft, but Identity & brief is saved and the page no longer shows the corresponding unsaved or required-field blocker.

Next: Build a Pipeline