Campaign Management System Course – English

What Will You Learn?

• By the end of this course, learners will be able to:
• Understand CTC and CMS and how CMS supports citizen outreach and welfare delivery workflows.
• Navigate and log in to CMS using an email or phone number.
• Manage users and access levels, including creating National Users (Super Admin), State Users, Campaign Managers, and Mobile Users, and updating user details safely.
• Create and manage campaigns using the Campaign Builder, including setting campaign details and configuring stages such as Identification and Eligibility.
• Add the mandatory Registration stage and attach the correct form (e.g., Individual Registration Form).
• Create and assign tasks for campaign stages using:
• Manual task creation
• Bulk assignment
• Exotel integration (call-flow based task creation)
• Upload beneficiary data in bulk to generate tasks efficiently and track task sources correctly.
• Manage campaign statuses by adding, editing, or deleting statuses and operation types (including calling-campaign variations).
• Generate and download reports by selecting state, campaign, and required data columns and exporting after preview.
• Overall, learners will gain the skills to use CMS end-to-end—from configuring campaigns and users to tracking tasks, statuses, and reporting progress.