To create a new campaign, click “Create a new campaign” then select the type of campaign you wish to create. A one-time campaign is used once then is archived. Recipients cannot be added to a one time campaign. A rolling campaign is ongoing, and new recipients can be added via certain options.
You will then be brought to the campaign creation wizard. On the first page, you will be asked to create a title, a description, details surrounding rollout of the campaign, and when the campaign will end. Once you have done so, click “Next” to continue.
Next you will be brought to the policies section of the campaign wizard. In this step you select all policies you wish to be a part of the campaign. Once you have chosen your policies click “Next” to continue.
You will then choose the recipients for your campaign. Selecting “All employees” will select all current employees and all new hires in a rolling campaign. Once you have selected your recipients click “Next” to continue.
Next, you will create the custom message sent out with your campaign email reminder. The default message is shown here. Once you have created your campaign message, click “Next” to continue.
Finally, you will review your new campaign before confirming it. Every detail you have provided is available for review on this page. To change anything, click the “Edit…” in each section title.
Once you have confirmed everything, scroll to the bottom of the page and click “Submit”. This will officially create your new campaign according to the way you set it up in the wizard.
When you create a rolling campaign, there is one additional option before you finalize the campaign. This check box option above the submit button, allows you to restrict the campaign only to new employee’s by leaving it unchecked, or send it to all employee’s by checking the box.