Adding Recipients to Policy Campaigns

As part of configuring a campaign, the campaign administrator has the ability to set up a recipient list for a single campaign that is comprised of either individual users or user groups. For more information on creating users and user groups in the application, see the following:

To add recipients to policy campaigns

Add rule-based groups

Now that you have defined all attributes and established conditions for when the rule-based group will be applied, you can select and enable the given group in the Recipient tab of the Campaign Details screen.

  1. On the Campaigns menu, select Campaign manager. The Campaigns screen appears.

  2. Click on the name of a campaign. The Campaign details screen appears.

  3. Navigate to the Recipients tab.

  4. In the Rule-Based Groups section, click the Add Rule-Based Groups button. The Add Rule-Based Groups modal appears.

  5. Click the checkbox next to the rule-based group you would like to apply for this campaigns recipient list. You can use the search bar to easily and quickly locate rule-based groups.

    Tip:

    You can click the Create Rule-Based Group button to navigate to the Rule-Based Groups list screen to create a new group. For more information, see Creating Rule-Based Groups for Policy Campaigns.

  6. Click the Add button. The selected rule-based groups will be added to the campaign's recipients list.

Add user groups

Important:

User groups must be present in Global Settings in order to appear for selection.

  1. On the Campaigns menu, select Campaign manager. The Campaigns screen appears.

  2. Click on the name of a campaign. The Campaign details screen appears.

  3. Navigate to the Recipients tab.

  4. In the User groups section, click the Add user groups button. The Add user groups modal appears.

  5. Click the checkbox next to the group you would like to add as a recipient of the campaign. You can use the search bar to easily and quickly locate user groups.

  6. Click the Add button. The selected user group(s) will be added to the campaign's recipients list.

Add users

Important:

Users must be present in Global Settings in order to appear for selection.

  1. On the Campaigns menu, select Campaign manager. The Campaigns screen appears.

  2. Click on the name of a campaign. The Campaign details screen appears.

  3. Navigate to the Recipients tab.

  4. In the Users section, click the Add users button. The Add users modal appears.

  5. Click the checkbox next to the name of each user you would like to add as a recipient of the campaign. You can use the search bar to easily and quickly locate users.

  6. Click the Add button. The selected user(s) will be added to the campaign's recipients list.

To remove recipients from policy campaigns

Important:

Users cannot be removed from active campaigns.

  1. On the Campaigns menu, select Campaigns manager.

    The Campaigns screen appears.

  2. Click on the name of a campaign. screen appears.

    The Campaign details screen appears.

  3. Navigate to the Recipients tab.
  4. In the Rule-Based Groups, User groups, or Users section, click the checkbox next to the recipients you would like to remove from the campaign.

    Note:

    You must repeat this action for each group/section in which you would like to remove recipients. You can only remove items from one section at a time.

  5. Click the Remove button.
  6. Click the Confirm button.