Canvas Guides (English)ImpactImpact Guide CampaignsHow do I create a campaign from scratch in the Impact Dashboard?

How do I create a campaign from scratch in the Impact Dashboard?

You can create a new campaign, define the target audience, and set the success criteria from scratch.

Open Campaigns

Open Campaigns

In Global Navigation, click the Campaigns link.

Add Campaign

Add Campaign

Click the Add Campaign button.

Add Campaign Details

Add Campaign Details

Enter the name [1] and intention of the campaign [2].

To go to the next step, click the Target Audience button [3].

Add Target Audience

Add Target Audience

Define the Target audience for your campaign. You can choose any any combination of roles [1], filters [2], user groups [3], or individual users [4].

To go to the next step, click the Outcomes button [5]. To return to the details step, click the Details button [6].

Add Outcomes

Add Outcomes

In the Tools field [1], specify one or more monitor categories from any of the available Reporting Templates that measure the adoption resulting from your campaign.

You can set a percentage goal for the Adoption Level (usage of the selected tools) [2] and Content Engagement (article and/or message views) you are intending to achieve with the campaign [3].

Click the Save button [4].

View Campaign Details

View Campaign Details

On the Campaign Details page, you are able to review basic information as well as the campaign audience. Here, you are able to add the messages and/or articles you wish to publish to the campaign audience. You can then start the campaign immediately or schedule it for a later date. During or after the campaign you can return to the Campaign Details page to view the results.