Creating and Managing
How to create and manage external campaigns.
Last updated
How to create and manage external campaigns.
Last updated
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.
