1.Campaign details
Enter Campaign Name: include Name, Month and Year
Select your Organisation
Select Campaign Type from the drop-down list
Select Yes for your Self Registration Campaign
Select the pack size for your campaign
Enter the Coach email address section; this will ensure the email with the
self-registration code is received.Select 1 of our 28 Languages– This is the language of communication to the participants.
2.Campaign duration
Proposed Close Date: When participants and respondents need to complete feedback. Note: the 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
Automatic Reminder – Select yes to send out automatic system reminders to participants
and respondents to complete campaign.
3.Assign a facilitator(s) to a campaign
Find the facilitator(s) for your campaign in the list of Available Certified Practitioners & Accredited Associates.
Check the box to the left of their name
Once complete click Next to progress to the next step
If any of your facilitators are not listed or you need to remove someone from the list because they are no longer in the business, make a note of them and email adminsupport@heartstyles.com so they can update the list for you.
4.Facilitator permissions (Optional)
If you want your facilitators to access the Personal Development Guides (PDGs) for a campaign, then you will need to give them permission. If you don’t want to assign permissions, you can click Skip to progress.
Enter your facilitators name in the search user box and select them from the drop down
Click on Add User
Adjust the dials to select the permissions you would like to assign to the facilitator
Check that View only, Access Group Development Report, and Access Individual Report are checked for all facilitators
Repeat the above steps for all facilitators
Once complete click Next to progress to the next step
If things change, you can always come back to this page and add and remove permissions, by clicking on the Permissions button on the left-hand navigation pane.
Add Extra Value Questions (Optional)
You can select a maximum of 10 questions
Select standard questions from the drop down or add your own question by scrolling to the end of the drop-down list and selecting +Add your own question
Once you are happy with your list of questions click Next to progress to the next step.
Review campaign and Launch:
Click Launch
Check all details are correct and make any necessary edits. If you make any edits, you will be taken to the relevant section of the campaign set up. Once you have made your edits click on Launch Campaign in the top right-hand corner of the screen to return to the Campaign review page
To launch manually you will see a Launch button in the bottom right-hand corner of the summary page. Click this to launch your campaign.