How to Launch a Campaign

A guide for Owner, Admin, and Manager to complete pre-launch checks and make a campaign live to contributors.

🎯 Who is this for?

This guide is for the Owner, Admin, and Manager who have already created a campaign and are ready to make it live.

Overview

Creating a campaign and launching it are separate steps in Folktale. Before your campaign goes live, a pre-launch checklist can help guide you through four checks: your questions, your consent statement, your organiser information, and your campaign link.

You can also invite team members to review the campaign before it launches. Once all checks are complete, a single button makes the campaign live.

This guide assumes you have already created a campaign. If you have not, see Create a New Campaign first.

Step One: Open the Pre-launch Checklist

Go to the left panel of your Homepage Dashboard,
and click the title of the campaign you want to launch.
On the campaign dashboard, a banner will tell you the campaign is not yet launched. Click on the What's next button to open the pre-launch checklist.

The checklist has four items to complete before you can launch. Work through them in order.

Step Two: Review Your Campaign Questions

Confirm that your questions are finalised before the campaign goes live. To check on your question list:

You must go to your campaign Settings.
Then, click the Questions tab menu to see your full question list.
To edit a question, click the pencil icon next to it. Otherwise, you can remove a question by clicking on the trash icon.

Once you have finalised the question list, return to your Campaign Dashboard, reopen the pre-launch checklist, and tick the first item to mark it complete.

Your consent statement is what participants read before they submit a response. Make sure it accurately describes what their data will be used for.

Go to your campaign Settings.
Then, click the Consent tab.
This shows the terms and conditions that will be shared with participants.
Edit the text directly in the text box, or upload your own consent document using the upload field.
Return to the pre-launch checklist and tick the second item to mark it complete.

💡 Tip: If your campaign involves vulnerable populations or sensitive data, ensure your consent language is clear and specific. Contact the Folktale team if you need guidance on data handling requirements.

Step Four: Check Your Organiser Information

Participants will see your organiser or programme information when they open the campaign. This step confirms it is accurate and complete.

Go to your campaign Settings.
Scroll through the campaign details and confirm that your organisation name, programme description, and purpose are all correct.
Return to the pre-launch checklist and tick the third item to mark it complete.

Step Five: Test Your Campaign Link (Delete ???)

Before launching, confirm the campaign link opens correctly, and the contributor experience looks as expected.

Share button. On your campaign dashboard, click the

Copy Link. Click

Open the link in a separate or private browser window to check that it loads correctly.

Optionally, download the QR Code to test scanning it on a mobile device.

Return to the pre-launch checklist and tick the fourth item to mark it complete.

⚠️ Important: Test the link in a private or incognito window. Opening it while signed in to Folktale may not accurately reflect what contributors will see.

Step Six: Invite Reviewers

Before launching, you can also invite up to 5 team members to review the campaign and leave comments. This step is optional but useful for collaborative teams.

In the pre-launch checklist, scroll down and click Invite others to review.
Type a team member's email address into the field and click the Add button.
You can repeat for up to 5 reviewers and add an optional personal message if needed.

Once a reviewer accepts, open the campaign in Review Mode by clicking the Review button on your Campaign Dashboard. A comment panel on the right lets your team leave feedback directly on the campaign.

Additional Resources

The pre-launch checklist also gives you two optional resources:

Download the Campaign Playbook — a guide to managing effective campaigns, available from the pre-launch checklist.
Book a Consultation — schedule a direct session with the Folktale team, available from the pre-launch checklist.

Step Seven: Launch Your Campaign

Once all the checklist items are ticked and you are satisfied with the campaign, you are ready to go live.

✅ After launch: Your campaign link is now live. Contributors can open it and start submitting responses. Folktale's AI will begin surfacing insights once there are 5 responses that come in.

Done

Your campaign is now live and open for responses.

🎉 Congratulations! You have successfully launched your campaign in Folktale.

How to Create a Campaign
How to Share a Campaign
How to Invite Collaborators & Review Campaign