We've introduced Smart Campaigns to automate employee experiences and ensure your people receive the right message at the right time. Here's how it works: 

  1. Select Campaigns from your main dashboard

2. Schedule your message

Choose when each message should appear using fixed dates or relative timing

3. Identify your target audience using our filters.

Any user on your account who matches the Audience rules will be automatically added to the campaign. Any users who no longer match these rules will be removed from the campaign

4. Create your message. Set up rich emails and homepage banners with custom images, content and links

To create an email, select add an action and send email.

You must add a subject, content in the text body, a button link and button text in order to be able to preview and schedule your email. Without each of these sections being completed, you will not be able to progress.

Once you're happy with your content and the preview of your email, select schedule and choose the day and time to send your message. You can also change your timezone if you're targeting employees in different locations.

To create a banner, select add an action and select show a banner.

You must add a banner header, cover image, a button link and button text in order to be able to preview and schedule your banner. Without each of these sections being completed, you will not be able to progress.

Once you're happy with your content and the preview of your banner, select schedule and choose the days and times to show your message between. You can also change your timezone if you're targeting employees in different locations.

5. Activate your campaign

Once you've completed each of the above steps you can activate your campaign. 

Once it's activated, you can easily track your campaign while it’s in progress, report on activity, and measure message effectiveness.

To read more about about Campaigns and using our new sharing functionality to share resources and pathways alongside your Campaigns, check out this article

To find out how to automatically chase resource or pathways with Campaigns, check out this article.

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