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Administrator Guide
Last Updated: 2025-03-14
Setup Considerations: Campaigns

Setup Considerations: 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 use this topic to help make decisions when planning your configuration and use of campaigns. It explains:
  • Why to set them up.
  • How they fit into the rest of Workday.
  • Downstream impacts and cross-product interactions.
  • Security requirements and business process configurations.
  • Questions and limitations to consider before implementation.
Refer to detailed task instructions for full configuration details.

What It Is

Campaigns are groups of related content, called campaign items, that Workday delivers to target audiences based on a delivery schedule you define.

Business Benefits

Campaigns enable you to configure audience and delivery settings in advance so that Workday delivers your content automatically. You can configure each campaign item to send independently or relative to a previously delivered item.

Use Cases

Workday provides these campaign types, enabling you to create and manage campaigns for different audiences and business objectives:
  • Extended Enterprise Learning: Learning administrators can recommend content, such as a training course from their learning catalog, to external learners.
  • Learning: Learning administrators can:
    • Promote engagement of a course, lesson, or program.
    • Assign required learning to workers.
    • Configure reminder notifications to send automatically to individuals who don't complete the training by a specified date.
  • Surveys: Managers can gain insight about the usefulness of recent workshops by sending surveys to attendees

Questions to Consider

Questions
Considerations
Who do you want to send content to?
You can send survey and learning campaigns to internal audiences, such as:
  • Entire organizations.
  • Subsets of workers generated from predefined talent or succession pools.
  • Saved searches.
  • Custom reports.
When you enable Extended Enterprise Learning in your tenant, you can send learning campaigns to external audiences generated from a saved search or custom report.
How much content do you want to send?
You can include an unlimited number of items in a campaign.
Workday recommends using the
Create Scheduled Distribution
 task when you have only 1 piece of content you want to send on a certain date or schedule. Scheduled distributions require less configuration than campaigns. See Concept: Campaigns and Scheduled Distributions.
How long do you want your campaign to run?
If you don't select an end date for your campaign, it continues to run as long as it's scheduled on the
Scheduled Campaign Run
 or
Launch / Schedule Campaign
 tasks. Campaign schedules expire after a calendar year and 5 subsequent run times have elapsed.

Recommendations

  • You can simplify your campaign setup by accessing the:
    • Manage Audiences
       task to enable audiences for 1 or more eligible campaign types.
    • Create Message Template
       task to create message templates based on notification types you plan to use when you send campaigns.
  • Exclude terminated workers from your audience criteria so that they don't receive campaign notifications.
  • Workday recommends using the:
    • Schedule Campaign Run
       task for regularly scheduled campaigns. The
      Schedule Campaign Run
       task is optimized to run concurrent campaigns.
    • Launch / Schedule Campaign
       task for campaigns on ad hoc schedules or large-volume campaigns. A large-volume campaign is one that processes over 100,000 items during a run. To determine if you have a large-volume campaign, multiply the number of audience members by the number of items delivered in the run.
  • To avoid delayed notifications and other system processes, 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 campaigns with:
    • Audience sizes of over 100,000 workers.
    • Frequent dynamic audience additions of over 100,000 workers.
    • Over 100 daily scheduled campaigns.

Requirements

On the
Edit Tenant Setup - Notifications
 task, set up notification delivery settings for the notification type you plan to send using campaigns.

Limitations

  • All campaigns can contain email and push notifications, but you can't add a survey to a learning campaign or a learning lesson to a survey campaign.
  • If you select a Talent Pool as an audience for a campaign, only use static types. Dynamic Talent Pool types don't return an audience.
  • You can rescind a Campaign Event business process, but you can't remove a single notification that already delivered.
  • The Candidate Engagement functional area requires separate configuration. You can't set up Candidate Engagement Recruiting Campaigns with these tasks:
    • Create Campaign
    • Edit Campaign
    • View Campaign
    • Create Audience
    • Edit Audience
    • View Audience

Tenant Setup

On the
Edit Tenant Setup - Notifications
 task, you can use the:
  • Enable Reminders
     section to enable the ability to create campaign item reminders.
  • Notification Delivery Settings
     section to configure the notification channels and frequency for the notification type that you're using to send campaigns.

Security

You can configure these domains in the System functional area:
Domain
Considerations
Administer Campaigns
Enables you to create, edit, and view campaigns.
Set Up: Campaign Type Categories
Enables you to create campaign categories that you can use to restrict campaign audiences to a specific category.
Set Up: Message Templates
Enables you to create message templates that you can use for campaign item notifications.

Business Processes

Configure the
Campaign Event
 business process to perform these actions on campaigns:
  • Approve
  • Copy
  • Create
  • Edit
  • Rescind
  • Submit
  • View

Reporting

Reports or Dashboards
Considerations
Campaign Email Analytics By Item
 report
You can use this report to view analytics for individual campaign items. Example: View how many recipients opened a campaign item.
Campaign Status by Category
 report
If you specify a category for a campaign, you can use this report to view the status of a campaign. Example: View whether a campaign delivered or is still in progress.
Campaigns
 dashboard
Use this dashboard to create, edit, and view:
  • Campaigns.
  • Campaign audiences.
  • Campaign categories.
  • Message templates.
You can use these report data sources to create custom reports:
  • Campaigns
  • Campaign Item Records

Integrations

You can use these web services with campaigns:
  • Get Campaign Categories
  • Get Connect Campaigns
  • Put Campaign Category
  • Submit Connect Campaign

Connections and Touchpoints

Workday offers a Touchpoints Kit with resources to help you understand configuration relationships in your tenant. Learn more about the Workday Touchpoints Kit on Workday Community.