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Administrator Guide
Last Updated: 2025-03-14
Example: Administer a Campaign

Example: Administer a Campaign

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.
This example illustrates how you can:
  • Create a campaign to deliver to a target audience.
  • Define a campaign schedule.
  • Set up reminder notifications to deliver to audience members.
You're a Learning Administrator in the Global Modern Services (GMS) organization. You want to use campaigns to deliver an online training course to all employees in the San Francisco branch. Employees must complete the training course within 2 weeks of receiving it. To encourage participation, you also want to send a reminder notification to audience members who haven't completed the training by the week before the due date.
  • Select the
    Enable Reminders
     check box in the
    Reminders Settings
     section on the
    Edit Tenant Setup - Notifications
     task.
  • Create an audience using the
    Create Audience
     task and name it
    San Francisco Employees
    .
  • Create a Learning course using the
    Create Course
     task and name it
    Health & Safety Online Training
    .
  • Configure the
    Campaign Event
     business process and security policy in the System functional area.
  • Security:
    Administer Campaigns
     domain in the System functional area.
  1. Access the
    Schedule Campaign Run
     task.
    Create a schedule for Workday to scan the campaigns in your tenant, and send eligible campaign items.
  2. In the
    Request Name
     field, enter:
    Andy's Schedule for Campaigns
    .
  3. In the
    Schedule
     section, specify:
    Option Description
    Recurrence Type
    Select
    Recurs Every Weekday
    .
    Start Time
    Select
    12:00 PM
    .
    Time Zone
    Select
    GMT-08:00 Pacific Time (Los Angeles)
    .
    Start Date
    Enter
    01/01/2019
    .
    End Date
    Enter
    12/01/2019
    .
  4. Click
    OK
    .
  5. Access the
    Create Campaign
     task and specify:
    Option Description
    Title
    Enter
    Health & Safety Update 2019
    .
    Type
    Select
    Learning Campaign
    .
    Audience
    Select
    San Francisco Employees
    .
    Start Date
    Enter
    01/02/2019
    .
    End Date
    Enter
    01/30/2019
    .
  6. Click
    OK
    .
  7. Click
    Add Item
    .
  8. On the
    Item Details
     tab, specify:
    Option Description
    Title
    Enter
    Online Training
    .
    Content Type
    Select
    Learning Course
    .
    Content
    Select
    Health & Safety Online Training
    .
  9. Click
    Next
    .
  10. On the
    Setup
     tab, select
    Email
    .
  11. Click
    Next
    .
  12. On the
    Message
     tab, specify:
    Option Description
    From Display Name
    Enter
    Andy Fraiser
    .
    Reply To
    Enter
    A.Fraiser@GMS.com
    .
    Subject
    Enter
    REQUIRED: Health & Safety Online Training (January 2019)
    .
    Body
    Enter
    You have been enrolled in the Health & Safety online training for January 2019. You must complete the attached training within 14 days of receiving it (Monday, January 21st.).
    If you have any questions, please contact Andy Fraiser at A.Fraiser@GMS.com.
  13. On the
    Send Date
     tab, specify:
    Option Description
    Send on
    Enter
    01/07/2017
    .
    Relative Due Date
    Select the check box.
    Due
    Enter
    14
    .
    Days/Weeks Before/After
    Select
    Days after item is delivered
    .
  14. Click
    Next
    .
  15. Click
    Save
    .
  16. Click
    Add Reminder
    .
    Create a reminder notification.
  17. On the
    Reminder Details
     tab, enter
    Online Training Reminder
     as the
    Title
    .
  18. On the
    Setup
     tab, select
    Email
    .
  19. Click
    Next
    .
  20. On the
    Message
     tab, specify:
    Option Description
    From Display Name
    Enter
    Andy Fraiser
    .
    Reply To
    Enter
    A.Fraiser@GMS.com
    .
    Subject
    Enter
    REMINDER: Health & Safety Online Training (Due Today)
    .
    Body
    Enter
    You have 1 week left to complete the Health & Safety online training for January 2019. All employees are expected to complete the online training by Monday, January 21st.
    If you have any questions, please contact Andy Fraiser at A.Fraiser@GMS.com.
  21. On the
    Send Date
     tab, specify:
    Option Description
    Send Reminder
    Select
    Relative to Due Date
    .
    Relative Number
    Enter
    7
    .
    Days/Weeks Before/After
    Select
    Days before due date
    .
    Send Time
    Select
    8:00 AM
    .
  22. Click
    Next
    .
  23. Click
    Save
    .
  24. Click
    Submit
    .
On 2019-01-07, Workday delivers an email notification to the members of the
San Francisco Employees
 audience containing information about and access to the Health & Safety Online Training.
Because you configured the campaign schedule to run on weekdays, audience members that haven't completed the Health & Safety Online Training by 2019-01-14 receive a reminder email at 08:00:00 on 2019-01-14.