# Creating and Managing
#### Creating Campaigns, Programs, and Adding Trainings
**1. Creating a New Campaign**
**Step 1: Start a New Campaign**
* **Navigate to the Campaigns Section**: On the main dashboard, go to the "Campaigns" section.
* **Add a New Campaign**: Click the "Add New Campaign" button to start the campaign creation process.
**Step 2: Define General Information**
* **Campaign Name**: Enter a unique and descriptive name for your campaign.
* **Campaign Note for Admin**: Optionally, you can add a note that provides context or instructions for the admins who will manage this campaign.
**Step 3: Set Default Training Dates (Optional)**
* **Start Date**: Set a default start date for all trainings within this campaign.
* **Due Date**: Set a default due date to ensure all assigned trainings are completed by this time.
**Step 4: Set Default Training Audience**
* **Assign to All Learners**: Select this option if the campaign should apply to all learners within the selected companies.
* **Filter by Department or Joining Date**: If you want to narrow down the audience, you can filter by department or the joining date of the learners.
**Step 5: Review and Create Campaign**
* **Review Default Settings**: Check all the settings to ensure they meet your requirements.
* **Create Campaign**: Click on "Create Campaign" to finalize the creation. This campaign will now appear in your list of active campaigns.
**2. Adding Companies to the Campaign**
**Step 1: Access the Campaign**
* **Select the Campaign**: From the Campaigns dashboard, click on the campaign to which you want to add companies.
**Step 2: Add Companies**
* **Go to the Companies Tab**: Within the selected campaign, navigate to the "Companies" tab.
* **Select Companies**: Click on "Add Companies" to see a list of available companies. Select the companies you want to include in this campaign.
* **Active Status**: Ensure that the "Keep As Active" checkbox is selected so that the campaign is immediately assigned to the selected companies.
**Step 3: Assign Companies**
* **Finalize Company Selection**: After selecting the companies, click on "Assign Companies" to include them in the campaign.
**3. Creating Programs within a Campaign**
**Step 1: Access the Programs Section**
* **Navigate to Programs**: Within the selected campaign, go to the "Programs" tab.
**Step 2: Add a New Program**
* **Create Program Group**: Click "Add New Program" to start defining a new program group within the campaign.
**Step 3: Define Program Details**
* **Program Name**: Enter a name for the program group (e.g., “Group 1” for mandatory trainings).
* **Active Status**: Ensure that "Keep As Active" is selected so that the program is automatically assigned to learners as part of the campaign.
**Step 4: Review Program Settings**
* **Override Campaign Defaults**: Optionally, you can set specific program defaults that differ from the campaign defaults.
* **Create Program**: After reviewing, click on "Create Program" to finalize the setup of the program group.
**4. Adding Trainings to Programs**
**Step 1: Select the Program**
* **Choose a Program Group**: From the Programs tab, click on the program group where you want to add training modules.
**Step 2: Add Training Modules**
* **Available Trainings**: Click on "Add Trainings" to open a list of available training modules that you can add to this program group.
* **Select Training(s)**: Choose the relevant training modules from the list.
**Step 3: Configure Training Settings**
* **Training Dates**: Set the start and due dates for each training module to ensure timely completion.
* **Requirement**: Mark the training as required if it is mandatory for all learners.
* **Training Notes**: Optionally, add notes for the admin that will be visible in the training overview.
**Step 4: Define Training Audience**
* **Assign to All Learners**: This option assigns the training to all learners in the program group.
* **Filter by Department or Joining Date**: If necessary, filter the training audience based on specific criteria.
**Step 5: Assign Trainings**
* **Review and Assign**: Review the selected trainings and their settings. Click "Assign Trainings" to add them to the program group.
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