Campaigns are containers that hold and deliver training content to learners. When you create a campaign, you make decisions like which content to include, how long it runs, which employees receive the training, and how learners are notified about their assignment. This article explains how to create a campaign.
Getting Started
To begin, navigate to Campaigns via the Manage menu. You will be able to access this area if your admin user role includes permission to access Campaigns.
Select the Create New Campaign button at the top of the Campaigns List. This will open the Campaign interface in the main screen.
Campaign Name
You’re required to give your campaign a name as your first step. This saves the campaign in Draft status and triggers the campaign interface to load configuration options. Use a descriptive name that includes relevant details like the training topic, year, and audience, such as “2025 Managers Training” or “New Hire Training.”
Note that while the name of your campaign requires you to select the Save button, all of your subsequent changes auto-save as you work.
In some cases, it might make sense to duplicate a previous campaign in order to carry over all of the notifications instead of creating one from scratch. Learn about Duplicating Campaigns.
Campaign Status
Each campaign starts in Draft status until you choose to deploy it. Once deployed, your campaign will move through subsequent statuses—Scheduled, Active, and Closed. Campaigns that you cancel manually have a status of Withdrawn. Learn more about Campaign Statuses.
Campaign Type
All campaigns default to an Open campaign type. You have the option to keep that or change it to a Scheduled campaign type. Scheduled campaigns have specific start and end dates and employees must complete their training between those dates. Open campaigns have a duration. Learn about these types and which works best for your campaign in Campaign Types.
Start Date, End Date & Duration
The Start Date determines when your campaign begins and will become Active. This is when the assignments created by the campaign first become available to learners. Additional assignments may be created after this date when employees move into the group(s) that are associated with the campaign.
You will enter a Duration for Open campaign types and an End Date for Scheduled campaigns types.
If you deploy a campaign with a start date in the future, that campaign enters Scheduled status until that date arrives. But if the start date is today, the campaign becomes Active and creates assignments soon after you deploy it.
You can modify the start date, end date, and duration as long as the campaign is in Draft status, but not after you deploy it.
Content
The content is the basis for employee learning, and central to your campaign.
There are three content types available to choose for your campaign: Lessons, Courses, and Microlessons. A Lesson is a piece of content focused on a particular topic, designed to be used in a course. A Course is a collection of multiple lessons bundled together to provide comprehensive training on a subject. A Microlesson is a short piece of content designed for standalone learning. We recommend assigning Courses and Microlessons.
Searching the Content
To search the content, use short, specific search terms to find content. For example, type cyber rather than cyber security to generate more results. Avoid general terms like compliance and instead search for harassment.
Selecting Content
You can add training content to your campaign using the Click to Select Content link, which opens the Master Library. Browse training content by topic area or search by date. When you find content that you can to include in your campaign, drag it to the designated Drag content here area. Keep adding additional pieces in the same way.
Want to replace a piece of content? Drag a new piece directly into its spot. To remove a piece of content from your campaign, select the “x” for the content that you want to delete.
Enforce Sequence
If you want employees to move through the content in the order that you've selected, you can choose to enforce the sequence. This setting is not enabled by default, as our recommendation is to allow learners to experience our training content in their preferred order and learning style.
Adding Groups
Groups are how you connect learners to campaigns. You can assign training to one group, multiple groups, or to your company’s “All Users” group. Your “All Users” group contains your entire roster and is identified by your company name (for example, "Acme Corp. All Users".)
You can assign any number of groups to a campaign, whether the groups are Static or Dynamic. For example, you can connect a Dynamic manager’s group as well as a Static group of customer service reps to your campaign.
Some things that our system does automatically:
- Handles Groups membership changes during the campaign by automatically moving learners in or out of training assignments according to their current groups. This happens even if an employee's group membership changes while you're drafting a campaign or after it's deployed.
- Prevents duplicate assignments if a learner belongs to two or more groups connected to a single campaign.
- Updates assignments and notifications when learners move between groups—they'll stop receiving notifications for assignments they no longer need and start getting notifications for their new, relevant assignments.
We recommend creating an empty Static Group for each campaign you create. Adding an empty group gives you the option to include learners after deployment if needed. This is helpful when new employees join the company and need the training but don’t match any of the criteria for the Dynamic Groups that are associated with the campaign. For example, if you deployed data privacy training to your legal team and then new employees joined who aren't on the legal team but need that training, you can add them to your empty Static Group as they come on board.
Setting Up Approvals for Assignment Changes
The Assignment Changes setting lets you approve assignment changes in active campaigns. This is helpful if an employee’s group status changes in a way that impacts their training assignments. This setting is on by default.
You can choose whether you want to review and approve employee additions or removals for active campaigns in case an employee’s group status changes (Require Approval). Or you can choose to let the system handle additions and removals automatically without you needing to review them (Automatic). Learn more about Assignment Changes.
Creating Your Notifications
You will create notifications for your campaigns. Learn about types of notifications and how to create them in Creating Notifications in Campaigns and Timing Campaign Notifications.
Once you’ve created a campaign, you can deploy it. Learn more about Deploying a Campaign.