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Administrator Guide
Last Updated: 2025-03-14
Steps: Set Up and Launch Learning Campaigns

Steps: Set Up and Launch Learning Campaigns

We plan to migrate Campaign functionality to Engagement Builder in a future release. Workday recommends that you start using Engagement Builder for greater efficiency and visibility into your engagements. See: Setup Considerations: Engagement Builder.
Create learning content to include as campaign items.
You can create learning campaigns that engage target audiences in learning activities by:
  • Promoting content on their Learning dashboards. When you create required learning campaigns, Workday displays the content in the
    Required for You
     worklet. You can create a custom slider to display all other campaigns.
  • Sending notifications about the learning content.
The learning content might be:
  • Legally required compliance courses, such as workplace violence prevention.
  • Courses that the company or a manager wants their department to take, such as how to complete their expense reports.
To avoid delayed notifications and other system processes, Workday recommends that you contact the Workday Production Readiness team to help you test and prepare for running large volume campaigns in Production. Examples of large volume campaigns include those with:
  • Audience sizes of over 100,000 workers.
  • Frequent dynamic audience additions of over 100,000 workers.
  • Over 100 daily scheduled campaigns.
For an audience size of 100,000, Workday recommends a minimum campaign duration of 30 days.
  1. (Optional) Determine if your event is large enough that you need to work with the Workday Production Readiness Team. See Workday Community: Customer Events: Best Practices and Production Readiness for guidelines about opening up a Production Readiness case.
  2. Grant your security group access to the
    Extended Enterprise Campaigns
     or
    Learning Campaigns
     segments.
  3. Access the
    Domain Security Policies for Functional Area
     report.
    Select
    Domain Security Policy
    Enable
     from the related actions menu of the
    Administer Campaigns
     domain security policy.
    Security: These domains in the System functional area:
    • Security Activation
    • Security Configuration
  4. Edit Domain Security Policies.
    Grant permissions to your security group to the
    Administer Campaigns
     domain.
  5. Configure the security policy for the
    Campaign Event
     business process to add your security group.
    The security group must have access to the
    Extended Enterprise Campaigns
     or
    Learning Campaigns
     segments.
  6. (Optional) Edit Business Processes.
    Configure the
    Campaign Event
     business process definition to include an approval step.
  7. Enable and configure delivery settings for the
    Extended Enterprise Campaigns
     or
    Learning Campaigns
     notification types.
  8. Email templates enable you to define the layout for email notifications. Create a custom template for emails associated with learning campaigns using the
    Learning Campaign Emails
     email template behavior.
  9. Create learning audiences and campaigns.
    To assign and track required learning for specific audiences, select the
    Required Learning
     category on the
    Create Campaign
     task.
    You can enable dynamic updates to campaign audiences to:
    • Remove learners from audiences when they no longer meet the audience criteria. Workday removes any campaigned learning content from their Learning dashboards, including:
      • Learning content in the announcements area at the top.
      • Incomplete required learning content on the
        Required for You
         worklet and
        Progress
        Required
         section.
    • Resend learning campaigns, when learners rejoin the audience.
    To enable dynamic updates, select the
    Enable dynamic removal and resend
     option on the
    Exclusion Rule
     prompt on these tasks:
    • Copy Campaign
    • Create Campaign
    • Edit Campaign
    For pre-hire audiences, if you want campaigned content to remain as required learning when they transition to employees, remove the
    Enable dynamic removal and resend
     option.
  10. (Optional) Rescind a learning campaign.
    To rescind a learning campaign, you must:
    1. Edit the course in the campaign to
      Inactive
       to remove the requirement for all audience members.
    2. Delete the course from the campaign.
    3. Remove the incorrect workers from the campaign audience.
    4. Edit the course items in the campaign back to active.
    5. Add the course back into the campaign.
    6. Launch the campaign. It automatically picks up the course the next time it runs if you've scheduled a daily campaign run.
Access the
Edit Campaign Categories
 task to update a course in your campaign. Examples: Due date or whether the content is required or not required learning. This update takes effect immediately and updates all open assignments in the campaign. Workday displays the update to all learners who have assigned, enrolled, and in progress enrollments.