Campaign Detail Page

Campaign Status

The campaign status is shown in the top. It can be either in draft mode, or live mode.

Activating a campaign

If a campaign is in draft mode, you can activate it by clicking the make campaign active button.

Edit Campaign Name

To edit the campaign name, click the edit button in the top right of the campaign detail page.

This will open up an experience to edit and confirm the details.

Click update campaign to finalize the name change.

Program Details

The table on the campaign detail page shows you the list of programs which you have created. If no programs are created, it will inform you and you can click on a button to start adding programs.

Each program detail row will show the number of learners that this program is targeting for the trainings.

You can click on the learners icon to show you a list of the learners who are assigned to that program.

Program Actions

Programs can have actions taken for them. In draft mode, you will see the following dropdown action options:

• View Details ⇒ High level details of this program

• View Learners ⇒ see a list of learners assigned to this program

• Edit program ⇒ edit the program name and list of learners

• Remove program ⇒ delete this program from the campaign and all associated data

View Details

View Learners

Edit Program

When editing a program, you will start by optionally editing the name, or clicking next.

Then you will edit the learners who are assigned to this program. You can configure the learners based on:

• Everyone

• Department

• Start Date

• State/Region

• Selected Directly

By default, the current learners in the program are selected directly. You can toggle them on and off and add more.

When you select another checkbox this will do an append of learners to your selected learners. If you want to start fresh, use the Clear Selection button and then select learners from the other more specific filters.

When you change the learners and click next you will be able to preview the names of who you selected.

When you are ready, you can click to update the program. If the program is live, the learner assignment changes will take place immediately.

Remove Program

You can delete a program at any time. Deleting a program will remove all the assignments and delete the data. This is equivalent to deleting the training data directly. If the program is live, then your learner will lose access to the trainings.

Active Campaigns

Active programs

Active programs will have additional menu action options. These additional menu options include:

• Export Report ⇒ Generates a report for all the trainings in this program

The completion status of active program trainings will appear in each row. If you hover over the completion bar, you will see a breakdown by: assigned, started, and completed.

As your learners progress through the trainings, this data will automatically update.