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  1. The first step is to decide on a goal for your campaign. You can use one of the predefined goals like notifying people about a change on a page, search for a goal, or just skip this step.

    Campaign Goal

  2. The next step is to choose an audience for your campaign. In other words, you are deciding who gets to view your campaign and who does not.

    Campaign Audience

    Campaign Audiences

    You can use one of the predefined audiences like the Newbies, the Inactives, the Engaged, the Groupies, Everyone, or create your own group:
    • The Newbies - The Newbies are people who have not come to a certain site in at least a month or people who have never come. So, the default is never visiting a page or not visiting a page within 30 days. However, you do have the option to change the number 30 to any other number. And, you can change days to minutes, hours, weeks, or months.

    • The Inactives - The Inactives are people who never completed an action that you desired them to complete such as interacting with SharePoint or Teams . You can choose forever or for more than a certain amount of time.

    • The Engaged - The Engaged are people who saw or did not see, interacted with or did not interact with, or answered or did not answer a given message or campaign.

    • Everyone - All people.

    • The Groupies - The Groupies are people who belong or do not belong to a group from either SharePoint, Yammer, or Teams. You can send your campaign to one or multiple groups.

    • Create Group - You can choose your own group of people.

  3. The third step is to choose your channel, or mode of communication.

    Campaign Channel

    Campaign Channels

    You can use any of the following channels:
    • Phone Calla voice message sent to people via mobile device.
    • Text Message - a written message (SMS) sent to people via mobile device.
    • Mobile Notificationa message that will pop up on someone's mobile device.
    • Collaboration Tools - messages sent between teams of people on Teams, Slack, Skype, Messenger etc.
    • Email - a message sent to someone's email address.
    • In-App Message - a message that will pop up on a SharePoint website.

  4. After you choose your channel, you are given Text and Design options for that specific channel. 
    • Phone Call - You can pick text that will be recorded and played on the call.

    • Text Message - You can pick text and add a link if you desire.

    • Mobile Notification - You can pick text and add a link if you desire.

    • Collaboration Tools - You can pick text and add a call to action if you desire.

    • Email - You can pick subject, title, inner title, icon, text, call to action (making the receiver complete an action), link (if the action contains a link to click on), and color scheme.

    • In-App Message - You can pick pop up, full screen, header, footer, message title, text, type, frequency, background, corners, call to action (such as a link, button, RSVP and rating which requires the user to complete an action), and color scheme.

      Here are some examples of pop-ups in SharePoint:

      Image Added

      Image Added

  5. Lastly, you pick a trigger for your campaign. In other words, you decide when your campaign will appear to the audience.

    Campaign Trigger

    Campaign Triggers

    You can use any of the following triggers:

    • Immediately Your audience will receive the campaign right when it begins.

    • Scheduled Your audience will receive the campaign at a certain time on a certain day.

    • Triggered - Your audience will receive the campaign when they complete a certain action such as scrolling down, viewing or about to leave a certain page, interacting with a certain campaign, performing a search etc.

    • Smart Timing - Your audience will receive the campaign at the time when they're most likely to read it.

  6. After you complete all of the steps, you view a summary of your campaign to ensure that it is what you want. You can either save the campaign as a draft or launch it by using the two buttons in the bottom right corner. The campaign summary screen includes the campaign's title, start and end dates, goal, audience, and trigger and you can change any of these factors right from the summary screen. You can analyze employee responses to your campaign via Power BI reports

    Campaign Summary