Create a campaign

Create a campaign to push communications and important information to your employees.

Before you begin

Role required: sn_ca.campaign_manager or sn_cd.content_admin

If you would like to use Content Analytics to track the success of your campaign, you must set up a tracking profile and activate it. For more information, see Content Analytics.

About this task

Campaigns are organized in a hierarchical structure.

Create a campaign by defining a title, state, audience, start and end times, and other information. For example, you can create a campaign that promotes open enrollment for health benefits, targeting new hires, and runs through the open enrollment period.

Procedure

1. Navigate to All > Content Experiences > Content Experience Builder.
2. Click New.
3. Fill in the following fields:

   Table 1. Campaign new record form

   Field	Description
   Title	Unique name for the campaign.
   State	State of the campaign. This field automatically updates as you move through the campaign configuration process.
   Audience	Audience that will view the content of a campaign. Click the Unlock Audience icon to select the audience that you want the campaign to target. For more information, see Configure an audience record.
   Approvers	Users responsible for approving content before the campaign is published. When you click the Lookup using list icon, only users with the Campaign Approver sn_ca.campaign_approver role appear. The approvers receive an email notification that you require their approval. For more information, see Notifications and Email templates.
   Description	Descriptive information about the campaign.
   Start time (yyy-MM-dd HH:mm:ss)	The date and time that a campaign will launch. Note: To publish a campaign, you must define the start date and time.
   End time (yyy-MM-dd HH:mm:ss)	The date and time that a campaign will end.
   Re-evaluate campaign	Option for reviewing the audience for a campaign. Check the box to display the Re-evaluate frequency field to define how often you want the Content Experiences: Update Campaign Audience scheduled job to run. When your campaign is re-evaluated, it removes or adds users depending on the current audience criteria. If the Re-evaluate campaign box is unchecked, the Content Experiences: Update Campaign Audience scheduled job runs one time after which the targeted audience is never re-evaluated or changed.
   Re-evaluate frequency	The frequency, in days, that you want to re-evaluate the audience. Audiences are re-evaluated after the Content Experiences: Update Campaign Audience scheduled job runs based on the value you enter here. This field appears only after you select the Re-evaluate campaign check box. The value you set in this field overrides the default (7 days) value that is set in the Campaign Re-evaluation field in the Content Experiences system property. For more information, see Properties installed with Content Experiences.
   Tracking on	Enables Content Analytics to track metrics for this campaign.
   Tracking profile	Tracking profile to use for Content Experiences analytics. Profiles determine what data to capture for campaign analytics. This field appears when the Tracking on option is selected. Click the Lookup using list icon and select the tracking profile that you want to use.

4. Click Save to remain on the campaign page.
   Clicking Submit returns you to the campaigns list.

What to do next

Click Next or the Schedule of Content tab to add stages and content to the campaign: Create campaign stages (bundles) using Content Experience Builder