Users - Creating your organizational structure through uploading users

Before you can create your campaign, you must first import users. Depending on which data is included during user import, an Organization Structure is created.

Organization Structure is a combination of three workplace features:

• Departments

• Title

Customers should already have their organizational structure available to them via their Active Directory or HR system. Customers can export from whichever data source they choose to use to import users from a .csv file. The complexity usually depends on the size of the organization and the geographical location of employees. This usually directs the hierarchy of their organization. Important factors that dictate the complexity of an organizational structure, likely include, but are not limited to:

• How many employees are there?

• Where are employees located (globally)?

• What is the user job functions (titles)?

• What is the reporting structure (hierarchy) of the organization?

Departments

In the Departments framework, you can refer to Departments when scheduling Campaigns, Reporting, and Dynamic Rules.

Title

Positions Frameworks and Positions work in a similar way to Departments. During the creation or import (through .csv or LDAP import), Positions are added to the system. You can refer to Positions when scheduling Campaigns, Reporting, and Dynamic Rules.