How do I create a campaign from the Tool Adoption Report in the Impact Dashboard?

You can set up a targeted communication campaign based on tool usage statistics by using the Tool Adoption Report.

How do I create a campaign from the Tool Adoption Report in the Impact Dashboard?

How do I create a campaign from the Tool Adoption Report in the Impact Dashboard?

1. Open Tool Adoption

In Global Navigation, click the Insights link. Click the Tool Adoption tab.

Open Tool Adoption

2. View Tool Adoption Report

View the Tool Adoption Report.

View Tool Adoption Report

3. Select Monitor Category

Select the desired monitor category.

Select Monitor Category

4. View Adoption Rates

The Adoption Rates will be displayed in the Adoption Rates table.

View Adoption Rates

5. Start Campaign

Click the Start campaign button.

Start Campaign

6. Select Users

You can then select between Non-active users or Active users between the selected start date and end date.

Select Users

7. Add Campaign Details

Enter the name and purpose of the campaign.

Add Campaign Details

8. View Target Audience

The User Group was selected when starting the campaign. You can add additional user groups or individual users.

View Target Audience

9. Add Target Outcomes

Add Target Outcomes for the campaign.

Add Target Outcomes

10. Save Campaign

Continue with the campaign setup.

Save Campaign

11. View Campaign

Add your messages and/or support content to the campaign and start your campaign or schedule a launch date.

View Campaign

This guide covered how to create a campaign from the Tool Adoption Report in the Impact Dashboard.