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 Teams.

    3. Click Next.

    4. In the Scope settings step, select one or multiple teams from the drop-down list.

      The selected teams are listed below. If you do not want to display the campaign in a team, you can click the Remove (button: Remove) button next to the team to remove it from the list.

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

    5. Click Next.

    6. In the Teams configuration step, specify a tab name (up to 128 characters) for each selected team. A dedicated tab will be added to the General channel of the selected team to display the campaign information. If no custom tab name is provided, the tab will be automatically named Communication.

      • Use the same tab name – If you want to use the same tab name across all selected teams, select this option and enter a desired tab name.

      • Use different tab names – If you want to use different tab names, select this option and enter distinct tab names for team as needed.

      If you want to notify users of the new campaign, select Notify users of the new campaign in Teams. Upon saving the campaign, a post will be sent to the Posts tab of the General channel in the selected teams.

    7. 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: Edit) button to edit the activity or click the Delete (button: 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.

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

    9. When everything is fine, you can 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.