After you have created or duplicated a campaign and are ready for it to go live, you can deploy it. This article explains how to deploy a campaign and troubleshoot any errors that might occur.
Before You Deploy
Prior to deployment, we recommend that you carefully double-check all of your settings, content, and notifications to ensure everything is in place for a successful campaign. Use our Training Deployment Checklist to be sure that all of your settings are ready to go.
Deployment
Once you deploy a campaign, you won’t be able to alter some settings. It’s important to double-check the start date, duration or end date, your content selections, and groups. These must be correct prior to deployment.
Once your campaign is finalized and ready to go, follow theses steps to initiate deployment:
- Navigate to Campaigns and select the campaign that you want to deploy.
- Select the Deploy button. This initiates deployment and the system will verify whether your campaign is ready to go.
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If your campaign isn’t ready, the system displays a Hang on! warning message.
Address the errors following the on-screen guidance. Proceed to Step 4 once the errors are resolved. - Carefully review The Campaign Summary message that displays on-screen if your campaign is error-free and ready to go.
- Select Yes, deploy the campaign to deploy it. Otherwise, select No, I changed my mind to return to your campaign without deploying it.
The Campaign Summary
We recommend that you review the Campaign Summary display carefully. Double-check that each item is correct, particularly the employee count and first notification date. This is an important final cross-check of your campaign:
- Employees: The total number of users receiving the training. If the total number of employees doesn’t match your expectations, troubleshoot the issue by reviewing the Groups connected to your campaign.
- Start Date: The day on which the campaign begins.
- Duration or End Date: Either the length of the campaign or the date it moves to Closed, depending on whether your campaign is Open or Scheduled (learn more in Campaign Types).
- Items: The number of content items that you added to your campaign from the Content Library.
- First Notification: The date on which users receive their first email notification from the campaign. If the date of the First Notification is wrong, double-check your campaign Start Date and/or adjust the timing of the first notification.
If You Have Errors
If your campaign isn’t quite ready to deploy, you’ll receive a Hang On! notification. Check the red error messages that explain what needs to be addressed.
Most errors are easy to fix. The two most common issues are having a start date that’s already passed or missing a company policy for one of your pieces of content.
Once you resolve the errors, select the Deploy button to try again.
Campaign Status
Upon deployment, your campaign status changes from Draft to Scheduled.
If you deploy the campaign on the start date, the status will change to Active and welcome notification emails will go out to users within an hour.
If you deploy the campaign before the start date, the status remains Scheduled until 12:01 AM Pacific on the campaign’s start date, at which point the status will change to Active and welcome notification emails will go out to users shortly thereafter.
Learn more about Campaign Statuses.