#Create a Campaign

Refer to the following steps to create a campaign:

1. On the Change management communication page, click Create campaign.

2. In the Basic information step, complete the following information:

   • Campaign name – Enter a name for this campaign.

   • Description – Enter an optional description for this campaign.

   • Tenant – Select a target tenant from the drop-down list. If this campaign applies to multiple tenants, you may select all applicable tenants.

   • Campaign location – Select SharePoint banner.

3. Click Next.

4. In the Scope settings step, complete the following information.

   If multiple tenants have been selected above, each tenant will have its own scope settings. Click the Expand () button of a tenant to expand the section and then complete the scope settings accordingly.

   • Scope – You can define the scope in the following ways:

     • All sites – If you want to display the banner in all sites within the tenant you selected above, select this option.

     • Specific scope – If you want to display the banner exclusively in specific sites within the tenant you selected above, select this option. In Site URL, select the desired sites. The selected sites’ names and URLs are listed below.

       If you do not want to add the banner to a site, you can click the Remove () button next to the site to remove it from the list.

     • Import scope – If you have multiple site URLs at hand, you can select Import scope to import these site URLs. Click Download template to download a template, complete the site URLs offline, and then upload the template back to the system when ready.

   • Campaign display date – Select a future date when the campaign will be displayed on the defined SharePoint sites. You can also select the current date if you want the banner to display right away.

     The campaign will automatically disappear when the end date and time of the campaign’s last activity is reached or when the campaign has been manually stopped.

5. Click Next.

6. In the Activities step, click Add activity to add an activity.

   You can add multiple activities one by one. After adding an activity, you can click the Edit () button to edit the activity or click the Delete () button to delete the activity.

   In the Add activity window, complete the following information, and click Save.

   • Activity name – Enter the activity name.

   • Content – Enter the activity details. You can use rich text to enhance the content’s appearance, such as uploading an image or adding a hyperlink, etc, making it more readable and organized.

   • Start date and time – Select the start date and time of the activity.

   • End date and time – Select the end date and time of the activity.

7. Click Preview to preview the campaign activities in a calendar view. Click Close to exit the preview page.

8. Click Next.

9. In the Campaign style step, you can customize the campaign background by uploading an image and selecting a color. You can upload separate images for light mode and dark mode for campaigns located on SharePoint sites.

10. Click Save. A process has started to create the campaign. The campaign status is In progress during the process and will be updated to Active when the campaign is created.