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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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