Advanced - Campaigns and Recurring Schedules
Some advanced considerations when using campaigns with rules.
Last updated
Some advanced considerations when using campaigns with rules.
Last updated
It's possible to create recurring schedules which leverage already existing campaigns. But, what does this mean? What learners are involved?
When a recurring schedule has specified a campaign as part of the schedule, this means that the campaign will be used as a template for programs and trainings within those programs. The campaign will not be used as a template for any learner configuration. The recurring schedule will be used as the determiner of which learners should be added to a campaign.
Let's take an example: You want a recurring schedule for all your Technical Teams. So you create a campaign called: "Technical Teams Campaign". Technical Teams Campaign has 2 programs in it, and each program has 2 trainings. Generally it would be outlined like the following.
Technical Team Campaign
Program: Soft Skills
Training: Communication Channels
Training: Understanding Performance Reviews
Program: Hard Skills
Training: Clean Desk Policy
Training: Information Security
In this example, what you want to use recurring schedules for is to create a schedule that any time there is a technical hire in the departments of Engineering, Infrastructure, or IT to assign them the trainings from this campaign. So, how would you do this?
You create a new recurring schedule and set the campaigns selected as "Technical Team Campaign" and then you specify include departments as: Engineering, Infrastructure, and IT. And a DAILY run date targeting new hires.
What will happen is each day, the schedule will look for new hires since the last time the schedule ran (yesterday) and if there are any new learners who match these departments, they will be added into a new campaign which is a copy of "Technical Team Campaign" and be assigned all 4 trainings above.
They will not be added into the original "Technical Team Campaign" but a copy of it. This is why you do not, nor should, add learners into the original template campaign.
What we've outlined here is only applicable for campaigns which you intend to use as part of the recurring schedules workflow.
Now that you've understood the above, we can simplify it as follows:
The learners are determined by the settings in the recurring schedule filters
The trainings are determined by the template campaign
The result is a duplicated template campaign with the learners assigned from the recurring schedule filters
Combining all of the above allows you to create a very powerful schedule where you can utilize the strength of campaigns to outline trainings into logical groups, and the easy of recurring schedules to automate new hire assignments.