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

Steps: Set Up 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 Migrate Legacy Campaigns to Engagement Builder.
You can configure message templates, campaign categories, audiences, and schedule details for a campaign before creating a campaign, enabling you to reuse configurations for multiple campaigns.
  1. (Optional) Create campaign categories.
  3. (Optional) Create a message template to use in a campaign.
  4. (Optional) Access the
    Edit Tenant Setup - Notifications
     task.
    To enable reminder notifications for campaign items, select the
    Enable Reminders
     check box in the
    Reminder Settings
     section.
    Security:
    Set Up: Tenant Setup - BP and Notifications
     domain in the System functional area.
  5. (Optional) Access the
    Schedule Campaign Run
     task.
    Create a tenant-wide campaign schedule in which the start and end date encompasses your campaign start and end date.
    Security:
    Schedule: Campaign Runs
     domain in the System functional area.