Lessons can be added to certain campaign types, such as Education Campaigns. While you can create lessons at the same time as creating a campaign itself, it is usually going to be more efficient to create the lessons first in the Lesson Library. Many features available in the Lesson Library, such as the ability to edit or duplicate a lesson, are also available within the campaign workflow. Learn more about working in the Lesson Library.
Note: Access to features within the Lesson Library varies based on your subscription level. To request access to all features, simply reach out to your Customer Success partner for more information.
Edit a campaign vs. create a new campaign
If the campaign has been running for more than a few weeks, we recommend that you start a new campaign rather than changing the lesson in the campaign that is currently running. Changing the lesson(s) in your current campaign may introduce uncertainty to the reporting, making it difficult to evaluate your campaign’s overall performance.
Adding or removing lessons to a campaign will only affect net-new experts or any users who had not completed the lessons prior to that campaign. Experts who have previously completed the campaign, including any lessons taken or incentives earned, will not have their experience changed retroactively.
|Generally, it's acceptable to edit an existing campaign when...
|As a best practice, consider creating a new campaign when...
Add or remove a lesson in a campaign
To make changes to a campaign such as adding or removing a lesson, you will need to temporarily stop the campaign. While stopped, experts will not have access to the campaign. To temporarily stop your campaign and replace a lesson, follow these step-by-step instructions:
- Visit the Campaign Manager in the Advocacy Platform
- Search and filter to find the campaign you wish to edit
- Click on the campaign name or click the three dots on the right side of the campaign to expand the options menu to Open the campaign and edit
- Configure the campaign
- Add or remove lessons
Find a campaign in the Campaign Manager
The Campaign Manager is the home for campaigns in the Advocacy Platform. You can search for a specific campaign by name, or use the filters to find the campaign you wish to manage.
Click anywhere on the campaign card to open the campaign for editing.
Configure a live campaign
To make any edits to a started or scheduled campaign, you'll need to step through the Configure Campaign step.
|Tip: Remember that any changes made to your campaign may cause experts who are currently engaging with your campaign to lose their progress. It may also make the campaign performance and analytics reports on your campaign Dashboard less focused or insightful.
Add or remove lessons from a live campaign
Visit the Lessons tab in the campaign you wish to edit. Not all campaign types support lessons.
Click Add Lesson to open the Lesson Library to add a new lesson or remove an existing lesson from the campaign. Alternatively, you can remove a single lesson by clicking the three dots on the right side of the lesson that you want to remove to expand the options menu and selecting Remove from campaign.
If the campaign is started or scheduled, you may receive the following warning. Select Yes to continue editing the campaign.
Lessons cannot be added or removed on currently published or live campaigns. If the campaign is currently live, you'll be prompted to stop the campaign before continuing.
Note: Be sure to restart the campaign after you have made your changes.
Use the Lesson Library in a campaign
The Lesson Library, like other libraries, can be accessed and used while building or editing a campaign. Most of the Lesson Library features, such as searching and filtering lessons, and editing or duplicating specific lessons, can be accomplished within a campaign as well. Learn more about the Lesson Library.
Lessons can be added or removed from a campaign by selecting them in the library. A checked checkbox indicates the lesson is currently used in your campaign.