Create a Campaign

Details on how to create a campaign.

Demo Video

Overview

You can have an unlimited number of campaigns. To create a new campaign, click on the Create Campaign button to enter the campaign creation experience.

Name your campaign with something informative to remind you what the purpose of this campaign is.

Once you have named the campaign, click the create button. This will create a campaign in draft mode. Nothing is assigned yet to your learners. You will do this in later steps.

After you create the campaign, you can choose to create programs and assign trainings in the in-line experience. Or, you can click, 'no', and be redirect to the campaign detail page for further management.

After creating a campaign you can continue to edit it or be redirected to its detail page by clicking 'no'

Adding a Program

If you choose to add a program, you can then enter the program and it's default settings.

1. Name the Program

2. Choose an audience

You can choose a detailed audience for your program. An audience is the group of learners you want the trainings within this program to be assigned to. You can always change this later if you want to edit it.

The following types of filters are available:

• All Learners ⇒ Everyone in your organization who is active at the time of creation

• Departments ⇒ Learners from specific departments

• Joining Date ⇒ Learners who have joined on or after a specified date

• State/Region ⇒ Learners who are from specific states and regions

• Direct Selection ⇒ You can choose an specific group of learners directly

3. Verify and Create

Verify the details of the program and click create.

After you click create, you will have the option to continue editing to add trainings to the program(s) you have just created.

Adding a Training

Click 'Add Trainings' to add trainings to the previously selected training, or click 'no' to be redirected to the campaign detail page.

Then to begin adding trainings, you will be asked to select which program you want these trainings to be assigned to.

Selecting Trainings

Click 'next' to go to the training selection screen, where you can choose any number of trainings from our catalogue or those which you have created and published yourself.

Once you have chosen the trainings you want, click 'next'. Note that you can always edit a program later to add or remove trainings. You can do this both when your campaign and program are live or in draft mode.

Selecting Due Dates and Requirements

Now you will set the relevant dates for the trainings, which will be the due dates and if this is a required or optional training.

Review and Assign

As a final step you will review the details you set and then assign the trainings. If your campaign or program is in draft mode, this will stage the assignment, no actual assignment will propogate down to your learners. It is not until you make a campaign and/or program live that the learner will receive the training assignment.

Assign another program and continue

After you have assigned your trainings, you can begin the process again by creating another program.

If you no longer want to create programs, you can click 'no' and be redirected to the campaign detail page.