Once you have logged onto the Admin site, click on + New Campaign button to navigate to the Basic Details page, then follow these steps:
1. Campaign details
Enter Campaign Name: include Name, Month and Year
Select the Organisation
Select Campaign Type from the drop-down list
If you're setting up a Self-Registration Campaign, select Yes and follow the instructions on here. If not, select No and proceed
Select 1 of our 28 Languages– This is the language of communication to participants.
2. Campaign duration
Proposed Close Date: When participants and respondents need to complete feedback. Note program does not close on this date
Proposed report release date: PDG is available to participant to view results
Locked Date: Defaults to 3 months from set up. Campaign is locked after this date, NO other activity can happen
Auto-Launch Campaign – Select Yes if you want campaign to automatically launch and input a launch date
Automatic Reminder – Select yes to send out automatic system reminders to participants.
3. Additional Details
Welcome message is an autogenerated message that goes out in language of choice and is displayed to participants once they have logged into the Heartstyles site. This text is editable
Campaign or Company Logo (if required) – Click on image and upload your company logo
Is this a YUM Campaign? Select Yes if participants have YUM SSO details
Click Next - if the page does not move onto the next page, then a field still needs to be completed.
View example:
View example:
Note: The campaign setup consists of several sections.
Please click here to view the next section.