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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 Setup Considerations: 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.