When you deploy a campaign, it becomes Active and multiple automated workflows begin, including scheduling and sending campaign notifications. You can still make changes to scheduled notifications when necessary. This article explains what updates you can make without disrupting your campaign.
Why Make Changes to Notifications?
Admins may need to modify scheduled notifications for several reasons:
- You’d like to provide additional information about the campaign in a follow-up Welcome message to learners.
- You want to increase the reminders at the very end of a campaign to encourage learners to meet their deadline.
- You need to add past due notifications after discovering that many learners still haven't completed their training.
- You need to remove a notification message that's no longer relevant.
Remember to consider the timing and pacing of your notifications overall, just as you did when setting up your notifications. For guidance on pacing your notification scheduling, read Timing Campaign Notifications.
Considerations for Open Campaign Types
Adding or editing notifications in an Open campaign type is complex and requires extra care. Open campaigns don't have fixed start and end dates—each learner gets their own personal timeline based on when they were assigned the training. Since these campaigns treat each learner individually rather than as a group, notification timing is a challenge.
When you add new notifications to an Open campaign that's already running, the system examines each learner's individual timeline and determines that they should have received certain messages days or weeks ago. It then immediately sends all the "past due" messages at once.
Example You launch training on June 1st with a 15-day duration. Ash gets assigned on June 1st, so his training is due June 16th. Sage gets assigned on June 15th, so hers is due June 30th. Your reminders are scheduled for 7, 14, 21, 28, 35, and 42 days after the due date.
In July, you realize that weekly reminder notifications aren’t enough and want to increase to two reminders per week—so you add weekly reminders scheduled for 10, 17, 24, 31, 38, and 45 days past due. However, the system examines Ash's timeline and thinks he should have gotten several of these new reminders weeks ago, so it sends him multiple emails all at once. Sage, however, only gets the appropriate emails because her timeline is more recent.
Instead of adding all the additional notifications at once, we recommend creating the notifications one at a time over a few weeks. For example, add an additional reminder once per week, starting with 10 days past due, then 17 days past due the next week, and so on. This approach prevents a flood of duplicate notifications from overwhelming learners who are running far behind.
If you’d like help adding notifications to an active Open campaign, reach out to your Client Success Manager (CSM).
Considerations for Scheduled Campaign Types
Because Scheduled campaigns have a concrete start and end date, determining notification dates is fairly straightforward. If you decide that additional completion reminders are needed, you can add these on to the end of your existing notification schedule.
When you edit a notification in a Scheduled campaign type and the send date for the message has already passed, the system sends the message to all recipients immediately after you save your edits.
Add, Modify, or Delete Notifications
For instructions on adding notifications, read Creating Campaign Notifications. For instructions on modifying or deleting notifications, read Editing or Deleting Campaign Notifications.