Home Paris HR Service Delivery HR Service Delivery Employee Service Center Employee Service Center configuration Campaigns for HR Service Delivery Campaign structure

Campaign structure

Use Content Automation and Content Delivery to create all aspects of a campaign. This process includes creating bundles of content that targets specific groups of employees, and triggers and spans specific dates and times.

Planning

Planning the details of your campaign ensures that the right content reaches the right employees at the right time. Things to consider:

Information that you want to communicate: Define the information, links, videos, SMS messages, and emails that you want to communicate to your employees. For example, the campaign for open enrollment of benefits, all new hires joining your company, upcoming training, or another subject related to your specific scenario.
Audiences: Target different content to different audiences. You can have a campaign deliver one set of content to managers and another set to direct reports.
When to communicate: Communication is available in fixed or dynamic date ranges that determine when to add employees to the campaign. For example, a new hire start date for orientation and training content.

Set up a campaign

Create a campaign that includes the audience, start and end dates, campaign bundles, and campaign content.
Create campaign content from Content Delivery. You can create content for your Employee Service Center or Service Portal, notifications, mobile, or to-dos.
Create campaign bundles for a campaign that include the content you want to provide to your audience, trigger, and start and end dates.
Refine the campaign audience at the bundle level. You can target a specific audience that is part of the overall campaign audience. For example, you can create specific content for managers and specific content for direct reports, all within the same campaign. This step is optional.
Configure when to purge campaign data. Campaign data consists of campaign users, the targeted content, campaign, and campaign bundles.
Analyze how effective your campaign is. Using analytics, you can verify that your campaign is targeting the correct audience. Create goals to see if your campaign is driving action from your employees, or reducing activity such as the number of inquiry cases coming in. Continually evaluate your campaign as it progresses.

Create a campaign using one of the following methods.

Overview (legacy lists and forms)
Schedule of content (campaign builder)

Overview (legacy lists and forms)

To use the Overview method, start by creating the details of a campaign. For more information, see Create a campaign.

A campaign is a hierarchy that contains bundles, and each bundle contains content.

Define the start and end date and time, as well as the intended audience.

Campaign bundles

The Campaign Bundles related list shows all bundles associated with a campaign.

For more information, see Create campaign bundles.

Campaign content

The Campaign Content related list shows all content associated with a bundle.

Content is information that you want your employees to read or view. For example, a mass email and Employee Service Center announcement announcing that Open Enrollment for benefits is coming soon. Create content from Content Delivery and place it in a campaign bundle in Content Automation for a campaign.

There are several types of content available to create:

Post information in Communities (employee forums)
Notification content (emails)
Portal content
Create tasks or to-dos as part of a campaign to engage your audience and trigger action

For more information, see Create content for a campaign.

Campaign targets: The Campaign Targets related list shows all employees scheduled to have campaign content directed to them.; Define the audience at the campaign level. Use campaign content to refine your audience.; For more information, see: Create a campaign and Create content for a campaign.

Schedule of content (campaign builder)

To use the Schedule of content method, start by creating the details of a campaign. For more information, see Create a campaign.

After you define a campaign, move campaign stages (bundles) and content using the drag-and-drop feature from the Content library column to your stages.

Campaign stages (bundles)

Campaign stages give you the flexibility to group multiple types of content and define how and when to deliver content to your audience.

Use information that you created in Manage Content to use in a campaign stage. For more information, see Create content for a campaign.

After you create content, move it to a campaign stage.

For more information, see Create campaign stages (bundles) using campaign builder.

Campaign bundle builder — Figure 1. Campaigns - Schedule of content

To create a new stage for an existing campaign, click +Create stage in the upper-right corner of the page.

Campaign create stage — Figure 2. Campaign Schedule of content

Campaign content

When using campaign builder, you can find content under the Content library.

Use the drag-and-drop existing content to a stage.

For more information, see Create content using campaign builder.

Campaign content builder — Figure 3. Campaign Schedule of content

To create content, select the accordion list icon (

) next to a content type. A list of existing content appears.

Select Create new.

Campaign - create content from content library — Figure 4. Campaign Content library

Audience

Define the audience that you want your campaign to reach. For more information, see Create a campaign.

You can further refine your audience to include subsets. For example, if your audience includes all active users, you can refine your audience to include only active U.S. users. Refine your audience from the campaign content. See Create content using campaign builder.

Reevaluate an audience after a campaign starts.

Evaluate your audience for a campaign on a schedule to ensure that your content is relevant. Dynamic trigger dates can cause content to be presented to an employee at the wrong time. For example, a new hire changes their start date after a campaign has started. The campaign may contain content that you don't want the employee to see until they actually start working.
For more information, see Create a campaign.

Configure campaign purging and properties

After a campaign ends, decide when content is no longer available via Content Automation properties.

Depending on the size of your company, configure Content Automation properties to improve system performance. This step includes how many employees to add to a campaign, staggering events, event purging, and configuring scheduled jobs.

Publishing a campaign

For a campaign to launch, you must publish it. After you create all the parts of a campaign and are ready to make the content available, publish it. Publishing:

Freezes the content, bundles, and audience.
The Content Automation: Update Campaign Audience scheduled job runs. Users are added to the campaign based on the Audience criteria and conditions.
The Content Automation: Add Non-Portal Campaign scheduled job runs. Notifications like email and SMS messages are sent to the audience.
When a user visits the Employee Service Center or portal for campaign information, portal content records are created.
During the campaign, if a user no longer matches the audience criteria and conditions, the Content Automation: Update Campaign Audience scheduled job removes the user.
Note: After you create your campaign, publish the campaign. Publishing before the campaign start date allows the scheduled jobs to add users to the campaign and create and schedule the content for the campaign. You can edit a published campaign, but users that have already been added prior to the edit can still access the content.

Publish with approvals

You can set up a campaign to require approval from one or multiple users assigned to a campaign prior to publishing. To require approvals:

Approvers must have the Campaign Approver [sn_ca.campaign_approver] role. For more information, see Components installed with Content Automation.
To require approval from all approvers, check Yes in the sn_ca.all_must_approve property. Check No to require only one approval. For more information, see Properties installed with content automation.
Add approvers to a campaign. For more information, see Create a campaign.
After adding approvers and selecting Update, the Publish with Approval button appears.
After selecting Publish with Approval, approvers receive an email requesting their approval. Publication of the campaign requires approval.

Analyze the campaign for effectiveness

Determine if a campaign was successful by setting up criteria to measure the campaign objectives.

For more information, see Analyzing your campaign for effectiveness.

You can also:

View the users assigned to the campaign. You can verify that the campaign targets the correct audience.
Create campaign success goals to measure and determine the success of your campaign.
View a progress bar that shows the progression towards the target of a campaign.
View the base count and target count set for each success criteria.
Continually reevaluate the audience for a campaign.
Refine your audience at the campaign content level.

Previous topic

Next topic

Release version

Campaign structure

Planning

Planning the details of your campaign ensures that the right content reaches the right employees at the right time. Things to consider:

Information that you want to communicate: Define the information, links, videos, SMS messages, and emails that you want to communicate to your employees. For example, the campaign for open enrollment of benefits, all new hires joining your company, upcoming training, or another subject related to your specific scenario.
Audiences: Target different content to different audiences. You can have a campaign deliver one set of content to managers and another set to direct reports.
When to communicate: Communication is available in fixed or dynamic date ranges that determine when to add employees to the campaign. For example, a new hire start date for orientation and training content.

Set up a campaign

Create a campaign that includes the audience, start and end dates, campaign bundles, and campaign content.
Create campaign content from Content Delivery. You can create content for your Employee Service Center or Service Portal, notifications, mobile, or to-dos.
Create campaign bundles for a campaign that include the content you want to provide to your audience, trigger, and start and end dates.
Refine the campaign audience at the bundle level. You can target a specific audience that is part of the overall campaign audience. For example, you can create specific content for managers and specific content for direct reports, all within the same campaign. This step is optional.
Configure when to purge campaign data. Campaign data consists of campaign users, the targeted content, campaign, and campaign bundles.
Analyze how effective your campaign is. Using analytics, you can verify that your campaign is targeting the correct audience. Create goals to see if your campaign is driving action from your employees, or reducing activity such as the number of inquiry cases coming in. Continually evaluate your campaign as it progresses.

Create a campaign using one of the following methods.

Overview (legacy lists and forms)
Schedule of content (campaign builder)

Overview (legacy lists and forms)

To use the Overview method, start by creating the details of a campaign. For more information, see Create a campaign.

A campaign is a hierarchy that contains bundles, and each bundle contains content.

Define the start and end date and time, as well as the intended audience.

Campaign bundles

The Campaign Bundles related list shows all bundles associated with a campaign.

For more information, see Create campaign bundles.

Campaign content

The Campaign Content related list shows all content associated with a bundle.

There are several types of content available to create:

Post information in Communities (employee forums)
Notification content (emails)
Portal content
Create tasks or to-dos as part of a campaign to engage your audience and trigger action

For more information, see Create content for a campaign.

Campaign targets: The Campaign Targets related list shows all employees scheduled to have campaign content directed to them.; Define the audience at the campaign level. Use campaign content to refine your audience.; For more information, see: Create a campaign and Create content for a campaign.

Schedule of content (campaign builder)

To use the Schedule of content method, start by creating the details of a campaign. For more information, see Create a campaign.

After you define a campaign, move campaign stages (bundles) and content using the drag-and-drop feature from the Content library column to your stages.

Campaign stages (bundles)

Campaign stages give you the flexibility to group multiple types of content and define how and when to deliver content to your audience.

Use information that you created in Manage Content to use in a campaign stage. For more information, see Create content for a campaign.

After you create content, move it to a campaign stage.

For more information, see Create campaign stages (bundles) using campaign builder.

To create a new stage for an existing campaign, click +Create stage in the upper-right corner of the page.

Campaign content

When using campaign builder, you can find content under the Content library.

Use the drag-and-drop existing content to a stage.

For more information, see Create content using campaign builder.

To create content, select the accordion list icon (

) next to a content type. A list of existing content appears.

Select Create new.

Audience

Define the audience that you want your campaign to reach. For more information, see Create a campaign.

Reevaluate an audience after a campaign starts.

Evaluate your audience for a campaign on a schedule to ensure that your content is relevant. Dynamic trigger dates can cause content to be presented to an employee at the wrong time. For example, a new hire changes their start date after a campaign has started. The campaign may contain content that you don't want the employee to see until they actually start working.
For more information, see Create a campaign.

Configure campaign purging and properties

After a campaign ends, decide when content is no longer available via Content Automation properties.

Publishing a campaign

For a campaign to launch, you must publish it. After you create all the parts of a campaign and are ready to make the content available, publish it. Publishing:

Freezes the content, bundles, and audience.
The Content Automation: Update Campaign Audience scheduled job runs. Users are added to the campaign based on the Audience criteria and conditions.
The Content Automation: Add Non-Portal Campaign scheduled job runs. Notifications like email and SMS messages are sent to the audience.
When a user visits the Employee Service Center or portal for campaign information, portal content records are created.
During the campaign, if a user no longer matches the audience criteria and conditions, the Content Automation: Update Campaign Audience scheduled job removes the user.
Note: After you create your campaign, publish the campaign. Publishing before the campaign start date allows the scheduled jobs to add users to the campaign and create and schedule the content for the campaign. You can edit a published campaign, but users that have already been added prior to the edit can still access the content.

Publish with approvals

You can set up a campaign to require approval from one or multiple users assigned to a campaign prior to publishing. To require approvals:

Approvers must have the Campaign Approver [sn_ca.campaign_approver] role. For more information, see Components installed with Content Automation.
To require approval from all approvers, check Yes in the sn_ca.all_must_approve property. Check No to require only one approval. For more information, see Properties installed with content automation.
Add approvers to a campaign. For more information, see Create a campaign.
After adding approvers and selecting Update, the Publish with Approval button appears.
After selecting Publish with Approval, approvers receive an email requesting their approval. Publication of the campaign requires approval.

Analyze the campaign for effectiveness

Determine if a campaign was successful by setting up criteria to measure the campaign objectives.

For more information, see Analyzing your campaign for effectiveness.

You can also:

View the users assigned to the campaign. You can verify that the campaign targets the correct audience.
Create campaign success goals to measure and determine the success of your campaign.
View a progress bar that shows the progression towards the target of a campaign.
View the base count and target count set for each success criteria.
Continually reevaluate the audience for a campaign.
Refine your audience at the campaign content level.

How search works:

Topics are ranked in search results by how closely they match your search terms

Campaign structure

Campaign structure

Planning

Set up a campaign

Overview (legacy lists and forms)

Schedule of content (campaign builder)

Configure campaign purging and properties

Publishing a campaign

Publish with approvals

Analyze the campaign for effectiveness

On this page

Campaign structure

Campaign structure

Planning

Set up a campaign

Overview (legacy lists and forms)

Schedule of content (campaign builder)

Configure campaign purging and properties

Publishing a campaign

Publish with approvals

Analyze the campaign for effectiveness

Log in to personalize your search results and subscribe to topics