Create a Campaign - Step 1: Properties

  • From the properties tab, enter the appropriate information:

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    • This is an Active Campaign - If this checkbox is checked, the campaign will be accessible from the Employee Portal Homepage. 
      • Do not check this box until the Campaign is ready to be viewed by employees.
    • Campaign Name - A required field for a short description of the Wellness Campaign.
    • Start/End Date - The beginning and ending date for the campaign.
    • Employee Group -  Defines the group of employees that will have access to the Wellness Campaign. The employee groups can be defined from the Reports menu. 
      • Employees Groups are static lists and built at the time that they are created or refreshed.
    • Description - A detailed description of the Wellness Campaign.
  • When finished, click Save & Continue >> to proceed to Metrics.
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