(v2.x) How to schedule a campaign from an existing campaign template

Campaign Setup Tab

1)  Select Campaigns from the navigation menu, then select the New Training Campaign button:

2)  From the Select a template dropdown, choose the campaign template you wish to edit under the Your Templates section:

3)  Give the campaign name a name that is meaningful to end users. You may wish to include additional identification information (such as the year, group assigned to name or other information). The campaign name should be unique so that it is easily identifiable should you need to create additional reports or remediation events. To set the campaign name, select the pencil icon next to the campaign name (default name is New Campaign):

4)  Select the Campaign start date and time, Training due date for learners and time, and the Campaign End Date and time. You must select the OK button for each to save the selected date and time:

5)  Add or modify the Welcome/Introduction Message that will appear with the training assignment in the Learner App:

6)  Assign Learners by selecting the assignment method (mapped department or title unique values) by clicking the Choose a resource… drop down under Assign Learners - Add a group drop down:

7)  Select to assign the appropriate positions (title) or departments from the right hand drop down (you may select multiple entries):

8)  Choose which email templates you wish to enable by turning the Training enrollment confirmation, Due date alert and Campaign completion template emails toggle buttons on or off:

You can view and modify the content these templates use by visiting: Notifications

Reports Setup Tab

1)  If you wish to schedule an executive level report for the campaign (contains information on the overall status of the campaign, but no user information), select the Reports Setup tab at the top of the screen:

2)  Select the Schedule button to turn on the report:

3)  Choose whether to send to Specific Users or Department Leads (if you have granted Department Leads permission when importing users or after using the Users page search function) by selecting the appropriate Send To option button selection:

4)  Select how often you would like the report sent from the Frequency settings (weekly, monthly or at the end of the campaign:

5)  Select the Save Report Settings button to save the report and continue to the Remediation settings tab

Remediation Setup Tab

1)  Choose whether to enable one or both of the canned remediation options, then select the Save button: