Create a Program

Details on how to create a Program for a Campaign

Navigate to the campaign detail page of the campaign you wish to edit. You can add programs to campaigns when they are in draft mode and also when they are in live mode.

To begin adding a new program, click the add program button.

Set a Program Name

Begin creating your program by giving it a name. This is an identifier which is just visible to admins. For campaigns which are already active, you can choose to have the created program be immediately active via the keep active checkbox, or you can keep this unchecked and your program will be created in draft mode. In draft mode, no learners will be assigned any trainings until you activate the program.

Designate Learners to the Training

Next you will designate the learner audience which comprises this program. The learners in your audience will be assigned all trainings within this program once you activate the campaign.

You can designate learners in different ways:

• All learners ⇒ everyone active in your organization

• Department ⇒ only include specific departments

• Join Date ⇒ active learners who joined on or after a certain date

• State/Region ⇒ learners from specific states and regions

• Direct ⇒ directly choose which learners you want to add

Confirm and Create the Program

Lastly, verify you have set up the name and audience as intendend and create the program. In the next steps you can add trainings to this program.

Adding Trainings

After creating the program, you can add trainings directly from this experience. You can also choose to come back to this if you are not yet ready to add trainings.

1. Select the program

To begin adding trainings, first confirm the program you intend to add trainings to. This most likely is the last program you have created.

2. Select trainings

Select all the trainings you wish to add to this program. You can select one or more.

3. Set Due Dates and Requirements

Then select and set the due dates and if this is a required training or if it is optional.

4. Verify and create the training assignments for the program

Finally, verify all of the information looks correct and create the training assignments. If the campaign is in live/active mode, this will immediately assign the trainings to all learners who are in the program's audience. If the campaign is in draft mode, nothing will be assigned when you click create. The trainings will just be prepared.

5. Optionally add more programs

Once you finish creating this program, you have the option to continue adding more programs.