Creating and Managing

How to create and manage external campaigns.

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.

Last updated 8 months ago