Creating a Jumpstart Campaign

Approvers can create Jumpstart Campaigns on behalf of groups and locations, making it easier for owners and managers to edit and launch campaigns.

Jumpstart Campaigns are an excellent way to increase adoption by giving users a campaign that's ready-to-go. They are also ideal for national campaigns, seasonal initiatives, and product launches where you want to give local teams the ability to customize messaging.

Creating a Jumpstart Campaign

1. Follow the usual process to create a new campaign. This will be the basis for your Jumpstart Campaign.
2. In the Campaigns Overview page, find the campaign you just created. Click on the icon with three vertical dots. Select Use as Jumpstart...

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3. In the Create a Jumpstart Campaign window, choose settings for which locations to include and campaign setup.

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   2. Location Selection - Create the Jumpstart Campaign for All Locations or open the Choose Locations window to select specific locations.

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   3. Campaign Setup - Create campaigns One per Group or One for each Location.
      1. One per Group: Creates one copy of the campaign for each Group. Each campaign is tied to all Locations in the Group/
      2. One for each Location: Creates one copy of the campaign for each Location. If your Group has 5 Locations, there will be 5 copies of the campaign created, with each one tied to a distinct location.
   4. Campaign Name - You can update the name that will appear for any users assigned to the campaign.
   5. Launch Date - Select the suggested launch date for the Jumpstart Campaign.

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   6. Description - Optionally, provide users with special instructions or information about the campaign.

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   7. Additional Information
      1. Restricted templates:
         1. If the template the campaign you created is restricted to a limited number of groups, the locations you can select from are automatically limited to the ones that are eligible for the template. You can also choose locations from within these eligible groups.

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      2. Campaigns with audience segments:
         1. If the campaign you created has audience segments that are limited to specific groups. You will have to click Remove All Segments before creating the Jumpstart Campaign.

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4. When settings are finished, click Create Jumpstart Campaign(s).
5. In the Confirm Jumpstart Creation popup, verify that all of your information is correct. Then, click Yes, create Jumpstart Campaign.

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What Users Will See

Campaigns

A copy of the campaign will appear in the selected locations' Campaign tabs.

Jumpstart Campaigns will be pinned to the top of the list, highlighted in green with a icon to the left side.

When users open the campaign, they see a blue information box. This will explain which user created this Jumpstart Campaign and include the description.

Users can personalize, edit, and submit or schedule the campaign.

Calendar

On the Calendar tab, users will see Jumpstart Campaigns with the jumpstart icon.

Hovering over the campaign name will show the description.

Click on Filters, to exclude Jumpstart Campaigns from the Calendar.