How To Create a Campaign

Prerequisites

1. Ensure you have the appropriate permission to use Moveworks Setup. You can either have admin or user roles assigned in order to modify the audience builder config.
2. Ensure the User Identity configurations has been completed.
3. Ensure that your Employee Communications tool license is active for the Organisation.

Configuration

1. Start by clicking on the Create Campaign button. This will open the Wizard flow which walks the users through the setup process of setting up a simple campaign.
   1. Campaign Name - Name of the Campaign.
   2. Campaign Objective - Choose the objective the campaign will serve on delivery. There is a preset list of types of Objectives which can be selected from. Selecting any one will reflect its preview on the right hand side of the screen. We are selecting General Announcement as an Example.

2. Next we need to define the content of the Campaign Message. The below fields allow us to customise how the message will show up to the user.

   
   1. Craft Message: Here you can write and format your campaign message. You can format the text in your message by making parts of it bold or italicized. Additionally, you can also embed links, and add single-tier lists to your campaign message.
      Note: When crafting your message avoid using multi-tier or nested list as they are not supported in messages from the Moveworks AI Assistant.
      1. Add Emojis: Emojis can also be added to your campaign messages. See How can I add emojis? to learn more.
      2. Upload image (Optional): Here you can upload an image to customize the look of your campaign (jpg, png, gif with file size < 2MB).
   2. Customize Buttons: Here you can customize buttons and add up to five buttons for users to engage with in the campaign message.
      1. Button configuration: Here you can configure the button by changing the label or type. Buttons have two types:
         1. Text response: This type of button results in a follow up text response that can be written below.
         2. URL redirect: This type of button redirects the user to a new browser window.
         3. Feedback: This type of button allows users to give additional input directly in chat.

3. Before moving forward and selecting the Target audience for this campaign, we need to Preview this message in Moveworks AI Assistant in order to ensure the defined campaign looks good.

   
   1. To view your message in chat before sending it out to your audience, enter your email or other users’ emails, and click on Preview in Moveworks AI Assistant, to have the Moveworks AI Assistant send a preview of your campaign message. To add more than one user, separate each email with a comma.
   2. For organizations with on-the-fly translation, messages sent in Preview mode will be dynamically translated to the user’s preferred language. This is a suggested practice in order to verify the translation quality before sending the message out to a broader audience.

⚠️

You cannot progress without previewing your message in Moveworks AI Assistant

Any interactions with the preview message are not recorded for the purposes of analytics.

4. Once the preview has been tested we can move to the Select Audience step. This is where Moveworks builds the audience of employees that will be selected to deliver the communications. This configuration is essential to make sure that the right set of people receive the message at the selected date and time.

   
   

   1. Select All users to send the campaign to all users who can currently receive a direct message from your Moveworks AI Assistant.

   2. The number of total reachable users include all users who will receive this campaign as a direct message in chat. It does not include users who have set their personal notification preferences to opt-out of non-critical communications. The number of users who have done so and have muted notifications is shown below.

      Note: You can refresh the total audience the message will reach by clicking on the **Re-import audience** button.

   3. Download audience: You can click on Download audience to download a CSV file containing a list of all your users, along with various identity attributes the Moveworks AI Assistant has been able to pull from integrated systems. This data can be leveraged to confirm which users the Moveworks AI Assistant is able to chat with as well as filter by attributes such as role, location, and department to create custom audiences for your next campaign.

   4. Send as a Critical Message: To mark a message as critical and to ensure every user in your organization receives it, regardless of whether the user has muted or opted-out of notifications, check the Send as Critical message box.

5. After the Audience has been selected, You can schedule when your campaign will be sent out by the below publishing options :

   

   
   
   1. Send immediately: If you select this option your campaign will be sent out immediately after you click on Confirm and Publish.
   2. Scheduled for later: If you select this option your campaign will be sent out at the date and time you specify.
   3. Recurring: If you select this option your campaign will become a Recurring Campaign, which means it will be sent out repeatedly at the time time you specify for the duration in which you specify, or continuously if you choose to make the campaign infinite.
   4. Confirm your campaign details: Here you can review your campaign’s name, objective, and audience.
   5. Review your message: Here you can review your campaign’s message.

What can be achieved from this module?

Using this module you can pick the attributes like timezone, department etc. that you want to import into the employee communications tool which will allow you to filter users and select the cohort that will receive the message.

How to Setup an Audience Configuration?

Let us consider the journey for creating your audience builder configuration.

1. Go to audience builder module in the left navigation bar under MW setup.
2. Click on create button on top right corner.
3. Provide the canonical name which is the actual name of the attribute in the data source (eg: employee_start_date_ts)
4. Provide the display name which is the name that will show up on the UI (eg: Company Start Date)
5. Select the “Filterable” check box if you want this attribute to be used to filter out employees who can receive the message
6. Select the “Is Custom Attribute” check box if the attribute is a custom one
7. Select the type of the attribute (eg: String, Number, Timestamp) etc.
8. Repeat this process for all the attributes you want to use
9. In the dropdown at the end select all the user attributes that will be included when someone chooses to download a CSV export of a selected audience from Control Center.
10. Click on Submit

FAQ & Troubleshooting

1. How many attributes can I create ?

   There is no limit to number of attributes that you can create.

2. I created an attribute with wrong details, what should I do next ?

   You can always create a new attribute or edit the one that you created.

3. Where do I find the canonical name of the attribute?

4. Where can I find a list of available attributes to choose from?