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Administrator Guide
Last Updated: 2025-03-14
Create Campaigns

Create Campaigns

We plan to retire Campaigns in a future release. Workday recommends that you use Engagement Builder for greater efficiency and visibility into your engagements. See Setup Considerations: Engagement Builder.
Configure the
Campaign Event
 business process and security policy in the System functional area.
Security:
Administer Campaigns
 domain in the System functional area.
Campaigns enable you to automate the delivery of content to a target audience. You can send multiple campaign items according to specified schedules so that you don't need to send items manually.
When you want to schedule the delivery of single-item notifications, Workday recommends that you use the
Create Scheduled Distribution
 task instead.
  1. Access the
    Create Campaign
     task.
  2. As you complete the task, consider:
    Option Description
    Audience
    Workday displays the audiences that you create using the
    Create Audience
     task as options.
    You can calculate the size of the audience after you create the campaign and before you launch it by clicking
    Calculate Audience Size
     on the
    View Campaigns
     task.
    Exclusion Rule
    Workday removes audience members as they become ineligible. If ineligible audience members become eligible again, they're reassigned campaign items. If you clear the
    Enable dynamic removal and resend
     option, Workday won't remove audience members that have become ineligible.
    Calculated as User
    The security profile of the creator determines the users included in the audience based on the search criteria or custom report parameters.
    Override Default User
    (Optional)
    Select a worker who has sufficient security access to run the linked custom report that defines the audience.
    If you select a worker with a security level different than that of the audience creator, Workday might not deliver campaign items to all audience members. Workday recommends that the selected worker runs the custom report to confirm access to audience members before running the campaign.
  3. Click
    Add Item
    .
  4. As you complete the task, consider:
    Option Description
    Setup
    Workday populates the
    Channels
     prompt with the channels that you enabled for the notification type your campaign uses on the
    Edit Tenant Setup - Notifications
     task.
    Message
    Click the
    Insert Tag
     icon to insert:
    • Global fields.
    • Report fields on business objects associated with the source.
    Send Date
    When there's more than 1 item in your campaign, you can send subsequent campaign items:
    • On a specific date.
    • On completion of a specific item, which you can select from the prompt.
      Workday doesn't send a notification for the next item immediately, but sends it as soon as the campaign runs again.
      Example: When you set a Learning campaign to run weekly on a Monday, and Lisa completes the first item on a Wednesday, Lisa won't receive the notification for the second item until the next Monday.
    • Relative to another item in the campaign by a number of days or weeks.
    Set a
    Due Date
     to configure reminder notifications for the item.
  5. (Optional) Set up campaign reminder notifications for campaign items that include a due date by clicking
    Add Reminder
     on the
    Items
     grid.
  6. As you complete the task, consider:
    Option Description
    Setup
    Workday automatically populates the
    Channels
     prompt with the channels you enabled for campaign notifications on the
    Edit Tenant Setup - Notifications
     task.
    Message
    From the
    CC Recipients
     prompt, select a stakeholder to copy on the reminder, providing them insight into the status of an item for a recipient.
    Copied stakeholders don't receive the notification when you set any email restriction in the
    General Email Notification Settings
     section on the
    Edit Tenant Setup - Notifications
     task.
    Send Date
    You can send reminder notifications:
    • On the due date of the campaign item.
    • Relative to the due date of the campaign item by days or weeks.
    • On a recurring schedule by days or weeks, up to 50 times.
    You can configure up to 3 separate reminders for a campaign item and each can have a different recurrence schedule. Workday doesn't send reminders after the:
    • Campaign end date.
    • Maximum number of recurring reminders are sent.
Use the
Launch / Schedule Campaign
 task to launch the campaign. Campaigns launched from this task are excluded from the tenant-wide schedule defined on the
Schedule Campaign Run
 task.