Name your campaign something descriptive, such as "Work from Home Training" or "Remedial Training". This name can help you keep track of the purpose or scope of the campaign when the name is displayed in other areas of the console.

Enrolled users will see the campaign name on their training tab and in some training notifications.

Set the time that this campaign should start. This is especially helpful if you want to create a campaign in advance.

By default, training campaigns will use the time zone that is set in your Account Settings. If you would like the campaign to follow a different time zone, you can select the desired time zone from the drop-down menu.

Select when this training should be completed by. There are three end date options:

1. Specific Date: Select a specific due date and time for this campaign to end. Training must be complete by this date, regardless of when users are enrolled in the campaign.
2. Relative Duration (Recommended): This option sets the due date based on when users are enrolled. You can set this duration in days, weeks, or months.
   
   • For example, if a user is enrolled in training on March 1st and the relative duration is set to three weeks, the user will have until March 21st to complete their training.
   Note: Campaigns with a relative duration will always be shown as active on the Campaigns subtab—even if the completion percentage is 100%. This is by design so that you can add more users to the campaign at a later date. For information on how to manually close the campaign, see the Managing and Editing Training Campaigns section of this article.
3. No End Date: Select this option to create the campaign with no due date.
   • If you have enabled Optional Learning in your account settings, this training will be considered optional. The selected training content will be added to the Library tab in the Learner Experience of each enrolled user. See our Optional Learning Guide for more information.

Use the Content drop-down menu to select policies for your users to acknowledge or training content that has been added to your library.

Within the drop-down menu, you can scroll vertically and horizontally as well as sort the list by title, duration, and date published. You can also type a keyword into the field to filter content (click to view).

By default, retired training content will not be listed. To view retired content, click the Include Retired Content checkbox.

Once you have selected the desired content, click out of the drop-down to view your content list. You can change the content order by dragging and dropping the titles into the order that you would like users to see their training listed.

Once a campaign starts, you will be unable to add or remove content to the campaign. Ensure that you have included all the necessary training and policies before saving. If you do forget to include a course, you can assign the content using another training campaign.

If the Enable Content Survey checkbox is selected, users will be prompted to take a survey after each assignment they complete. Enabling surveys helps you keep in touch with users and see the effectiveness of your training strategy. See our How to Use Surveys article for more information.  

Use the Enroll Groups drop-down menu to select the specific groups to enroll in this campaign. To enroll all of your users, click the All Users button.

Click the Enable automatic enrollment for new users checkbox to automatically enroll users in this campaign when they are added to an enrolled group.

If you choose to enroll All Users, then any user who is added to the console after the campaign starts will be automatically enrolled in this campaign.

The Enable progress reset for remedial training option should only be used for remedial training campaigns. When enabled, users who are re-enrolled in this campaign will have their original training progress reset.

You have the option to add users who complete this training to a specific group. To do this, select the desired group from the Add Completed Users To drop-down menu.

See this article for potential use cases.

You have the option to remove users who complete this training from a specific group. To do this, select the desired group from the Remove Completed Users From drop-down menu.

See this article for potential use cases.

You have the option to send automatic notifications to users, managers, and the admins of your account. There is no limit to the number of training notifications you can send. To send notifications for a campaign, click the +Add Notification button.

See below for an overview of the notification options. For more details on this section, see our Training Campaign Notifications article.

1. From the Notification Type drop-down menu, select when the notification will be sent. Select from Welcome, Remind After Enrollment, Remind Before Due Date, Campaign Completion, or Past Due.
2. In the Select Recipients and Templates section, select who should receive a notification by clicking the appropriate checkbox. Select from User, Manager, Admin, or a combination of the three options. Next, use the drop-down menu to select which notification template to send to each recipient type. You can preview the selected template by clicking on the eye icon to the right of the field.
   • If you're using Password-less Logins for your training, be sure to select the training notifications that are labeled as "(Password-less).
3. Click the Manage Training Notification Templates link to view available notification templates in a new window. We provide several system email templates for you to choose from. You can also choose to customize premade notifications or create your own.
4. When you are satisfied with your notification selections, click the Save button. To add another notification, click the +Add Notification again.