- Create a Campaign
- Master Library
- Assignment Email
- Add Notifications
- Message Formatting
- Preview Notifications
- Edit a Campaign
Create a New Campaign
Access the Campaign section from the Manage Tools.
Click the Create New Campaign button.
Start by naming the Campaign. Most other settings are locked until the campaign is named. Once named, it auto-saves as a draft. Without the name, nothing will save if you navigate away.
Campaign Status is automatically set depending on the actions taken within the campaign.
- Draft—By default, campaigns are created with a Draft status. They have not yet been deployed.
- Scheduled—Campaign has been deployed, but the start date hasn't yet passed, so assignments have not yet been made.
- Active—Once deployed, a campaign is considered active once the start date passes. Assignments would have already been made and notifications will be sent according to plan.
- Closed—Scheduled campaigns are closed once the End Date has passed. Open campaigns may be closed manually by an Account Admin.
- Withdrawn—Campaigns may be withdrawn manually to remove assignments and halt notifications.
Select the Campaign Type by clicking the drop-down arrow and choosing between Open and Scheduled. The campaign defaults to Open campaigns as the most common. Open campaigns have a set duration and continue to assign as long as they are Active. Scheduled campaigns have a fixed start and end date. They will not continue to assign after the end date passes.
Select the Start Date when the Campaign will begin. To do so, click on the State Date area and a calendar will populate below. Please note, this date cannot be set prior to today’s date.
For a Scheduled Campaign, set the End date that all Users should complete the training by. To do so, click on the End Date area and a calendar will populate below. This date will populate in their Learning Environment as the Due Date.
For an Open Campaign, set the number of calendar days Users should complete the training by. The calculated date (Date User added to the campaign + duration) will populate in their Learning Environment as the Due Date.
Click on the Click to Select Content box to populate the Master Library in order to Select Content.
All content available to assign on an account is listed on here. To add content to a campaign, simply click and drag to the Drag Content Here box.
By adding a word into the Search box, content that has a title or description containing the word will be displayed.
By default, content is sorted alphabetically. It can also be sorted by Date Added, when this is selected. To update, click the drop down arrow by the Sort by field and select the preferred option.
After placing new content in the final open Drag Content box, you may re-order by clicking and dragging. A dark, vertical line will appear when the clicked content will be placed. If you release at this moment, the content will be re-ordered in the campaign content area.
Before Re-Ordering Re-Ordering Action After Re-Ordering
Pre-configured groups can be added to the campaign configuration. More than one group may be added to a campaign when it is in Draft. To add, click the drop down arrow to access a list of groups and click on the group name desired to be connected to the campaign. To remove a group, click on the X next to the group name and the group will return to the picklist.
Assignment changes can happen automatically or require approval. Set your preference by selecting the appropriate one from the drop down. For more information about the tool, see the Assignment Approval Tool.
Users will be required to view everything sequentially if the Enforce Sequence feature is activated. By default, this is turned off. To activate, select Yes from the drop down field.
Modify the Welcome Email
To access the notifications, first navigate to the desired Campaign and click the pencil.
This will open the Notification Tool where messages can be configured and edited.
The campaign is always created with a default assignment email. First, modify this by clicking the pencil next to the Welcome notification.
The Welcome email template will open at this point.
Configure the following items:
- Customize the Subject
- Optionally, add a Sent From Name
- Optionally, add a Sent From Email address (by default, it will send from email@example.com)
- Add a Reply To email address (by default, it will reply to firstname.lastname@example.org)
- Optionally, carbon copy (cc) the Manager (Note: this feature is only available if the Manager Email data field is complete on the User Profile.)
- Edit or update the template to create your intended message
Click the Save button at the bottom of the template
Click the Add Notification link.
Once a Welcome notification is in the list, all future notifications will default to Reminder and can be modified from there.
Select the desired Notification Type (Welcome, Reminder, Past Due, Completion) from the dropdown list.
Based on the desired cadence, add a numerical value in the # of days field and set the Scheduling Option by selecting between:
- # of days before start date
- # of days after start date
- # of days before due date
- # of days after due date
Configure the Email details (subject, from name, from email, reply to) and the message body. Then click the Save button.
Font Types: Three font options are included in the editor: SanSerif, Serif and Monospace.
Headers: Four style options are included in the editor: Heading 1, Heading 2, Heading 3, and Normal. These are pre-set headings and cannot be adjusted.
Formatting Options: Standard formatting options are included, such as bold, italics, underline and strikethrough. A limited color palette is also included.
Bullets & Numbering: Standard bullet & numbering tools are included in the editor. Options for bullet icons are not included.
Add links: Highlight a word or phrase and click the hyperlink icon. A box will appear where a complete URL should be added.
Click the Send To Individuals button.
Add email addresses in the Recipients box. After each email address is added, type a comma or tab over to “enter” the email address. More than one email address may be added to the Individual Notification request.
Click the Send Notification button to send the preview. Alternatively, click No, I Changed My Mind to cancel this action.
Edit a Draft Campaign
When the Campaign is still in the Draft Status, all settings can be edited. Once the Campaign has been deployed, limited fields may be edited.
To edit, select Campaigns from the Manage Tools, then select the Campaign you wish to edit.
If the campaign has been deployed, you will have access to edit the Assignment Changes setting as well as access the Notifications for editing purposes.