Triggering a campaign manually
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Version 6.30
Last updated
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To manually trigger a campaign from the Finder, the following conditions must be met:
The profile of the user must:
Allow editing of campaigns.
The campaign must:
Target users manually.
To trigger a campaign from an external product, .
To manually trigger a campaign from the list of results of an investigation on users or the list view of a user category:
Select a user or a set of users from the list.
Drag the mouse cursor or use the Ctrl or Shift keys to select multiple users.
Right-click your selection.
Choose Campaigns from the menu. A list with the available campaigns shows up.
Click the name of the desired campaign.
A warning message shows up, displaying the number of users selected and asking for confirmation. Click Yes to proceed.
The user icon on the top-left corner of the user view.
Manually triggering a campaign from the user icon in the top-left corner of the device view is very similar to triggering a campaign from a list view:
Right-click the device icon.
Choose Campaigns from the menu. A list with the available campaigns shows up.
Click the name of the desired campaign.
A warning message shows up, stating that the campaign will be sent to 1 user and asking for confirmation. Click Yes to proceed.
When searching in the Start page in the Finder, a list of users may show up in the right-hand side of the window as a result of the search. You can directly send a campaign to any of the users that appear in the list of results:
Right-click the name of the user.
Choose Campaigns from the menu. A list with the available campaigns shows up.
Click the name of the desired campaign.
A warning message shows up, stating that the campaign will be sent to 1 user and asking for confirmation. Click Yes to proceed.
RELATED TASKS
In the of the Finder, manually trigger campaigns from: