Launching a campaign in Pyn is about more than sending messages - it’s about creating a thoughtful, automated communication flow that meets employees in the moments that matter.
Whether you’re supporting manager training, holidays & observances, or cyclical moments like Performance Reviews or Open Enrollment, Pyn makes it simple to set up campaigns that are timely, personal, and scalable.
Step 1: Map the Employee Moment You Want to Support
Every campaign starts with clarity about which moment in the employee journey you’re targeting. This could be:
A training program for first-time managers
A holiday or observance you want to remind the organization about
Engagement touchpoints performance review cycles or benefits enrollment
Step 2: Select or Create Your Content
Once you’ve defined the purpose of your campaign, head to the Library. Here you’ll find ready-to-use, thoughtfully written templates for almost any employee moment plus the ability to customize or create your own.
Tip: Don’t start from scratch if you don’t need to. Pyn’s library gives you a strong starting point, so you can adjust tone, language, or detail to match your culture.
Step 3: Build Your Campaign
Next, move into the Activity tab, where you’ll design your Campaign. Follow these steps to set up your Campaign:
Click the blue "Create New" button
Enter the Campaign Title, select the date, the color, and the emoji to distinguish your Campaign
Add a step per message you want to send
Decide the channel (email, Slack, Teams) to meet employees where they already work
Configure your Step
Update the day and time
Select the Sender to determine how this shows up for employees
Select Recipients (you can adjust filters under the Audience tab)
Craft your message
This is where your campaign comes alive - delivering the right message, at the right time, in the right place.
💡 Don't forget to move your Step from Draft mode into either Manual or Automated.
Step 4: Test and Review
Before activating, review your campaign in the Activity tab. You’ll see what’s scheduled, what’s gone out, and what needs approval. If your campaign is in verification mode, you can approve messages before they’re sent.
Tip: Send a test message to yourself or your team to make sure tone, formatting, and timing all land the way you intend.
Step 5: Launch and Monitor
Once you’re ready, activate your campaign and let automation do the heavy lifting. Pyn allows you to “set it and forget it”, so your people get consistent, thoughtful communication without the manual overhead.
Check your campaign’s performance regularly:
Use real-time metrics in the Journey Map to see how many employees are in each stage and track trends over time.
Gather feedback from managers and employees to fine-tune your messaging.