Prior to creating a campaign it is essential that the user is added on the Command Center. For further information on provisioning users, click here.
Steps you should take to create an ongoing campaign for new joiners who have been provisioned on the platform via CSV file are as follows.
To create a campaign that has no end date where new users are automatically added to the training, it is required that the administrator selects the campaign they wish to create Curriculum or Instant and select either of the two options:
- Administrator can select an existing user by typing in their name, under the Individuals Tab as shown below:
Once you have selected and added a user, click on Next where you go into Step 3, selection of modules. After selecting which modules you wish to assign, you will reach Step 4 which is the final step in creating a campaign.
For Curriculum and Instant campaigns, it is required that the administrator sets a ‘Campaign name‘, a ‘Reference name‘, if desired (otherwise this auto-populates with the campaign name), a start date and toggle on of the ‘Ongoing campaign‘ button. This ensures that any new joiners who are synced on to our platform via their Active Directory will receive the training to complete. If the administrator is uploading a csv file for all user information on to the platform, they will need to add users manually as shown above.
2. Alternatively, administrators can also add rules to create the ongoing new joiner campaign. Administrators will simply need to select the organization under the Groups Tab and add a rule User Provision Date (the dates should be closer to the time up to the campaign creation. For future dates, the campaign should be created then).
Once the date has been selected, the number of selected users will automatically populate if there are any users already existing on the platform. You click Next and follow the steps to create an ongoing campaign as previously discussed above.
Once the campaign has been created, it will be reflected on the dashboard as as soon as new joiners are enrolled on to the platform, they will then be reflected on the campaign and updated on the Command Center for administrators to see.
