7 Steps to consider when launching a Campaign

Step 1: Has an Internal Comms been sent to staff? Did it include the following?

  • Instructions on how the users will access the platform.
  • What sender address to expect notification emails from.
  • Have expectations been set on the type of content they will receive, and how often they will be targeted?
  • Note: Examples of internal comms methods include Teams, Yammer, Slack, Email, Webinars/Video Meeting and Blog post.

Step 2: Has the target audience been identified?

Target audience examples include:

  • New Starters
  • Departmental, e.g. Finance, Senior Executives etc.
  • All Staff
  • At Risk Users/Phish victims

Step 3: How often do you plan to target users with content?

  • Monthly?
  • Bi-monthly?
  • Quarterly?
  • Note: Shorter eLearning courses can be targeted more frequently, while targeting users on a quarterly basis can allow for longer eLearning courses with more content.

Step 4: Has allowlisting been completed? Have content notification emails been customised?

  • Allowlisting requirements can be sent by either the Onboarding or Customer Success Managers.

Step 5: Has the content been decided/approved?

  • Have you included your Fusion Intro video?
  • Is there any custom content that needs to be uploaded?

Step 6: Is a Pilot required before going live?

  • Who is the Pilot group?
  • What is the Pilot content?
  • When is the Pilot to be published/completed by?

Step 7: When is the official Launch Date?

  • Set expectations to ensure the above steps are completed before this date.
  • Ensure users are aware, or are reminded, that content will be arriving on a chosen date.
  • Ensure users understand where to direct any queries on issues, e.g. IT Support.
  • Add any deadlines/consequences of noncompliance to notification emails.
  • Add weekly reminders (optional).


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