Campaign structure setup

Campaign Structure Setup allows Administrators to create or re-use Programs, setup start and end dates for the Campaign, and assign training to users. You can also archive Campaigns should they not be required any longer when you may want to re-introduce them later. Once a Campaign has been archived, it may also be deleted if no longer required.

Creating a new campaign from an existing template

To create a new campaign from an existing template:

1. Go to Campaigns, then select New Learning Campaign.

   

2. Give the new Campaign a meaningful name.

   For clarity, it is recommended you include a descriptive name and possibly a data stamp (month and year or quarter and year) in the name as well as a high-level description of the content or purpose. You can use a name of up to 256 characters.

3. Choose a Template from the drop down list of existing entries below Add New Template.

   

4. Enter a Start Date, Due Date, and End Date for the campaign and click Begin Set up.

   

5. Complete the remaining fields in the Campaign Details page and select Save for later.

   • Enter a Welcome/Introduction Message that will be presented to the users.

   • Add a group: Assign users by Department or Position.

   • Choose which Notifications students should receive:

     • Remind students when they are allocated to this campaign

     • Remind students when the due date is up

     • Congratulate students for completing the training

   

6. Select the Reports Setup tab.

   

7. Turn on Schedule a report and select the Schedule.

   

8. Choose the Audience for the report by typing the names of the people in the Choose the user(s) that you want to receive the report and selecting them.

   

9. Select a report format (PDF, EXCEL, CSV) from the Choose Report Format drop down menu and then select Save Report Settings.

   

10. Click on Remediation Setup tab (this requires that you included the manager email field when you imported your users using a .csv file).

    

11. Turn off either or both of the switches to enable the Remediation Rules (email manager and email student) and click Save.

    

12. If you are ready to launch the campaign immediately:

    1. Return to the Campaign Setup tab.

    2. Select Launch Campaign Now.

    

13. If you wish to start the campaign at a later date:

    1. Select Save for later.

    2. Return to the Campaigns Navigation Menu.

    3. Locate the campaign.

    4. Select the … to the right of the screen.

    5. Select Edit.

       

    6. Scroll down to the bottom of the Campaign Setup page and select the Launch Campaign Now button.

       

Creating a new template from the module list

You can create your own Template/Program choosing only the modules you wish to include.

To create a new template:

1. Go to Campaigns, then select New Learning Campaign.

   

2. Give the new Campaign a meaningful name.

   For clarity, it is recommended you include a descriptive name and possibly a data stamp (month and year or quarter and year) in the name as well as a high-level description of the content or purpose. You can use a name of up to 256 characters.

3. Click Add New Template. The + will change to a -.

   

4. Click on the white background to hide the dropdown menu (or wait for it to disappear).

5. Click on each of the modules you wish to include in the new Template/Program.

   

6. Complete the remaining fields in the Campaign Details page and select Save for later.

   • Enter a Welcome/Introduction Message that will be presented to the users.

   • Add a group: Assign users by Department or Position.

   • Choose which Notifications students should receive:

     • Remind students when are allocated to this campaign

     • Remind students when the due date is up

     • Congrats students for completing the training

   

7. Select the Reports Setup tab.

   

8. Turn on Schedule a report and select the Schedule.

   

9. Choose the Audience for the report by typing the names of the people in the Choose the user(s) that you want to receive the report and selecting them.

   

10. Select a report format (PDF, EXCEL, CSV) from the Choose Report Format drop down menu and then select Save Report Settings.

    

11. Click on the Remediation Setup tab (this requires that you included the manager email field when you imported your users using a .csv file).

    

12. Turn off either or both of the switches to enable the Remediation Rules (email manager and email student) and click Save.

    

13. If you are ready to launch the campaign immediately:

    1. Return to the Campaign Setup tab.

    2. Select Launch Campaign Now.

    

14. If you wish to start the campaign at a later date:

    1. Select Save for later.

    2. Return to the Campaigns Navigation Menu.

    3. Locate the campaign.

    4. Select the … to the right of the screen.

    5. Select Edit.

       

    6. Verify the Campaign Start Date, Training Due Date for Students, and Campaign End Date are accurate, otherwise, update them.

    7. Scroll down to the bottom of the Campaign Setup page and select Launch Campaign Now.