How to roll out a campaign

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This article covers the following topics:

 

About Campaign Manager

Campaign Manager allows you to group together the various content previously created (policies, e-learnings, tests and surveys) in order to deploy them as a Campaign to all or some Employees within your remit.

Within the Campaign Manager you will also be able to set up welcome emails, reminder emails and scheduled reports to specific recipients.

 

The mandatory sections that need to be filled in to publish a campaign are:

  1. Languages: where you can add a language to a draft campaign (please read here, to know how to add a language to a draft campaign.
  2. Tasks: where you can add a task to a draft campaign (please read here, to know how to add a task to a draft campaign.
  3. Recipients: where you can add at least a recipient to a draft campaign (please read here, to know how to add a recipient group to a draft campaign.

The Emails and Reports sections are not mandatory to publish a campaign.

  1. If you want to know more about how to add email template(s) to your campaign, read here.
  2. If you want to know more about how to add report(s) to your campaign, read here.

 

Add a draft campaign

  1. Select Campaign Manager from the sidebar and click Create
  2. You will be prompted with a pop up asking to fill in the following information:
     
    Label Description
    Internal Title The internal title will be visible only to Managers.
    Internal Description This description will be visible only to Managers
    Campaign Certificates

    By checking this box (mceclip0.png), you will grant certificates to employees that have completed this campaign.

    Please note that the certificates must be configured by GAN, if this configuration hasn't been set up, please contact your Account Manager or Support.

     
  3. When the above information has been added, click on CREATE & EDIT
  4. You have now created a drafted campaign and will land on the campaign's details page 

 

From the campaign's details page you will be able to see the campaign sections:

    •  Languages: read here, to know how to add a language to a draft campaign.
    •  Tasks: read here, to know how to add a task to a draft campaign.
    •  Recipients: read here, to know how to add a recipient group to a draft campaign.
    •  Emails: read here to know more about how to add email template(s) to your campaign.
    •  Reports: read here to know more about how to add report(s) to your campaign.
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