Internal Campaigns
To create a new Internal Campaign, click on [+] plus button on the upper right corner of the screen then click on Create New Campaign. A modal will be displayed.
Fill in the required information.
- Campaign Type: Choose Internal Campaign from the drop-down menu (this option allows you to assign a bunch of learning assets to a group of users, and track progress/completion).
- Write the name you want to give the campaign.
- Write a description for the campaign (optional).
- Select the Launch Date, to define when the user shall be notified – until then, the campaign status will show as “Scheduled to launch…”
- Select the Close Date when the system will stop tracking the campaign.
- Enable or disable the campaign leaderboard (Note: If the leaderboard is enabled the Close Date now is required). Enabling the leaderboard will help you gamify the campaign, by adding a count-down and a leaderboard table (with most engaged users) on top of the campaign landing page.
Click on the Save button.
After clicking on the Save button three new tabs will appear Content, Audience and Email.
Content tab
Click on the Content tab, it allows you to add content to your Campaign, like: Learning Pats, Content Items and Bundles.
Note: Make sure the status of the content you are adding is “Published”.
Click on the + Add Assets button and select the type of content you want to add to the campaign (For this example, we will add a Content Item).
A new window will appear.
You can navigate through all the available libraries. Also, you can find any content using the Search Bar. Click on the plus [ + ] button to add content one by one or click on the + Add All button to add all the available content.
After adding one or multiple assets, close the window. You will see the list of campaign assets; you can define if the content is required or not (only required assets will be considered for the completion of the assignment). You can also remove any asset if necessary, by clicking the remove button [-].
Click on the Save button.
Click on the Next button.
Audience tab
In this tab you can define the different conditions, users or groups of users that will be able to access the campaign.
Based on Conditions
Send the campaign to users who meet specific conditions:
The eligibility conditions are:
- Enrolled in learning path
- Started learning path
- Completed learning path
- Started content item
- Completed content item
- Passed assessment
- Failed assessment
- Submitted form
- Submitted survey
- Registered event
- Non-engaged users
- Registration field value
In this section you can also define which users can access the campaign, either all or specific users.
After selecting the condition and eligible users, click on save.
Based on User Groups
In this section you can select the group(s) that will be able to access the current campaign.
In case you need to delete an existing group, click on the [-] button and it will be removed.
Based on Users
Send campaign to specific user(s).
Click on the + Add Users button and a new window will appear. You will have three options: you can select an existing file with the user emails, enter them manually one by one, or click on Download Import Template to download an excel file and fill it in with the user emails:
After you finish completing the list of user emails on the document, click on Browse, select your file, then click on the Upload button. A confirmation message will show up.
Close that window and you will see the recently added user emails on the list.
On the list you will see:
- Full Name of the user.
- The user’s Email.
- The status of the email sent to the user. (Statuses: Not Sent, Email Sent, Email Opened, Campaign Clicked, Assignment Completed, Enrolled and Unsubscribed).
Click on the “three dots” button to show two more options: Delete and Unsubscribe.
Click on Delete to remove an email from the list or click on Unsubscribe to stop sending emails to a selected user while keeping them on the mailing list.
Note: Neither of these actions can be reverted.
Email tab
In the drop-down menus select the templates for the Launch email and for the Reminder email. Then click on Save. Email templates can be created and edited separately using the “Email Templates” application (refer to the corresponding user guide).
Click on the Save button.
Send test email
To test your learning campaign before launching. return to the Set-Up tab and on the lower right corner click on the Send Test Email button.
Type the email address where you want to send the Test Email and click on Submit.
Verify that you have received the test email as it should be.
Launch
Click the Launch button and confirm.
The campaign will now be activated and the users will be notified (via email and messaging center) according to the selected launch date.