Creating a New Campaign

A campaign must be created to deploy any communication; a campaign is the ‘wrapper’ within which specific deployments are created. A single campaign can be created to deploy multiple deployments through a variety of channels. Users with appropriate permissions can create a campaign.

Follow these steps to create a campaign:

1. From the left menu, navigate to Campaigns > Campaign management > Campaign list. The campaign list screen appears. It will display all the campaigns created in this tenant.

2. Click Create campaign.

3. On the Create campaign screen, enter details for the following fields.

• Campaign name: Enter a name for the campaign.
• Business stakeholder: Enter all the stakeholders for the campaign separated by a comma. For example, Sales Team, Marketing Team, PreSales, etc.
• Priority: Set the priority that the campaign should take in the message queue. The deployments created under a high-priority campaign will be pushed first than the deployments created under a low-priority campaign during the same schedule.
• Reference ID: Enter a unique ID for the campaign.
• Campaign image: Add a thumbnail image for the campaign. The size of the image should not be more than 100 x 100 px. The supported formats are .jpg, .jpeg, .png, .gif, .bmp, and .tif.
• Description: Enter a description for the campaign.
• Configure notifications: By default, the system will add the campaign creator's email id as the notification recipient. See Configuring notifications to add additional recipients.

4. Click Save and proceed.

Configuring Notifications for a Campaign

Notifications can be configured to alert deployment owners for all the deployments. By default, the system will add the campaign creator email id as the recipient of the notifications. The recipients added to this screen are notified about the various stages of the deployment execution. The notifications are sent 72 hours, 48 hours, and 24 hours prior to expiry. If the user changes the deployment schedule, the notification time will be reset accordingly.

Follow these steps, to add additional email ids as the recipient of the notifications:

1. On the Create campaign screen, click Configure notifications. The Configure notifications screen appears.

2. Click + Add new and enter the following details.

• Email: Enter the Email id of the recipient.
• Status information: Select this checkbox to receive notifications about the different statuses of the deployments.
• Exception elerts: Select this checkbox to receive exception alerts.
• Description: Enter a meaningful description for the notification receiver.

3. Click Save configuration.