Affinity Learning Inc.
  • 👋Hey, it's Affinity!
  • Overview
    • 💡What we do
    • ✨Our Features
  • Product Guides
    • 🧑‍🤝‍🧑Types of Roles
      • External Admin
      • Internal Admin
      • Learner
      • Manager
    • 🔐Authenticating
      • 🔐Mandatory SSO Configuration
      • 🔐Okta Integration
        • Custom Okta Fields
      • Domain Restrictions
    • 📩Invites
      • Accept an Invite
      • Invite an Admin
      • Invite a Learner
    • 🏠Internal Organizations
      • Create an Internal Organization
      • Admin User Management
      • Learner Management
        • Invites
        • Removing
        • Merging
        • Leaves of Absence
        • Email Communications
        • Trainings
          • Nudges
          • Override Status
          • Override Due Date
          • Requirement Override
          • Add Notes
          • Bulk Management
          • Individual Bulk Training Management
      • Training Management
        • Assign a Training
        • Unassign a Training
        • Previewing a Training
        • Filtering Trainings
        • Reporting
        • Manage Trainings in Bulk
        • Training Quick Edits
        • Set Due Date
        • Required vs Optional
        • Open Course Catalog
        • Supporting Documents
        • Nudge
        • Via Sponsor
      • Dashboard
      • Reporting
      • Billing
      • Sponsor Onboarding
      • Slack Integration
      • Rules & Schedules
        • Nudge Schedules
        • Recurring Schedules
          • Advanced - Campaigns and Recurring Schedules
      • Notification Settings
      • Downloading PDFs
    • 🏛️External Organizations
      • Dashboard
      • Portfolio Management
        • Inviting Organizations
        • Performance
        • Reports
        • Details
      • Learner Details
      • Admin Management
      • Training Management
        • Assigning Training
        • Edit a Training
        • Reporting
        • Previewing a Training
        • Supporting Documents
      • Campaigns - External
        • Creating and Managing
      • Reporting Partners
      • Scheduled Reports
    • 📚LMS - Authoring
      • LMS Dashboard
      • Deleting a Training
      • Share/Review Links
      • Version Control
      • Structure of a Course
        • Section Management
          • Section Settings
        • Page Management
          • Page Settings
        • Name, Description, & Logo
      • Customizing Content
        • Custom Targeting
        • Custom Templating
        • Duplicating and Customizing Affinity Trainings
        • Theming
        • Design Settings
      • Grading & Tracking Settings
        • Question Response Data
      • Previewing and Publishing
      • Training Library Catalog
      • Editor Overview
        • Knowledge Based Questions
        • Section and Page Reordering
        • Media
        • Interactive Features
        • Tables
        • Column Layouts
      • Use Cases
        • Policy Attestation Example
      • Restricted Authors of Course
    • 📖Campaigns
      • Campaign Page
      • Campaign Detail Page
      • Create a Campaign
      • Create a Program
      • Program - Activate
      • Program - Learner Management
      • Program - Training Management
      • Program - Editing
      • Program - Delete
      • Campaign - Delete
      • Reporting
      • Advanced
      • Use with Recurring Schedules
    • 🖇️Reporting
      • By Training
      • By Portfolio
      • By Campaign and Program
      • Report Builder & Scheduler
        • Audit Events Report
    • 👩‍💻Learners
      • Dashboard
      • Assigned Trainings
      • Taking a Training
    • ⏰Notifications
    • 📆Nudges
    • 🥇Trainings
      • Previewing a Training
    • 📄Supporting Documents
      • Uploading Supporting Documents
      • Learner Experience
    • Cora - The 24/7 Virtual Compliance Officer
    • Risk Radar & Embedded Assessments
    • Belonging to Multiple Organizations
    • 👩‍💼Managers
    • In Person Trainings
    • Data Exports/Imports from other LMS
  • Fundamentals
    • 🛠️Quick Start Guides
    • New Learners Video Tutorial
    • Sponsored Fintechs Video Tutorial
    • New Orgs - Assigning Trainings
    • New Orgs - Creating Campaigns
  • Use Cases
    • 💳BNPL & BaaS Fintechs
    • 📊Growing Regulated Tech Company
    • 📈Revenue Driving & Sales
    • 🤹‍♂️People Operations
    • 📖Knowledge Management Platform
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On this page
  • Campaign Status
  • Edit Campaign Name
  • Program Details
  • View Details
  • View Learners
  • Edit Program
  • Remove Program
  • Active Campaigns
  • Active programs
  1. Product Guides
  2. Campaigns

Campaign Detail Page

The campaign detail page shows you the details of your campaign and allows you to manage and report on the programs and trainings therein.

PreviousCampaign PageNextCreate a Campaign

Last updated 3 months ago

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.

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Example draft campaign