Overview

Campaigns are goal-driven initiatives to enable your team members. Each campaign has a clear goal (also called "objective"). Mercu currently supports four campaign objectives:

Onboarding
Training
Engagement
Blasts

Here are a few examples for each campaign type:

Campaign type	Examples
Onboarding	Interview scheduling Pre-hire FAQs Contract signing & detail collection Day 1 Orientation
Training	New-hire training Compliance training Customer service training
Engagement	Pulse check 360 review Staff newsletter
Blasts	Announcements SOP distribution

Campaign Home Screen

The campaign home screen can be accessed via the sidebar. Here, you'll find all campaigns that you have access to based on your permission level (see Product Roles).

Your campaign homepage is divided into 5 separate tabs:

My Campaigns - Campaigns that you have created
Active - All campaigns that currently have a live enrolment
Draft - All campaigns that have never had a live enrolment
Past - All campaigns that had a previous enrolment, but no live enrolments
Archived - All campaigns that have been archived

Creating Campaigns

To create a campaign, click on the 'New Campaign' button at the top right-hand corner of the page.

Select the appropriate objective, then use one of our templates or create your own campaign from scratch.

If you would like to make an announcement, use the 'Blast' objective to ensure visibility across your team members.

Alternatively, you can also clone or duplicate an existing campaign from the homepage by clicking on the meatball menu on the right side of the table row and hitting 'Clone'.