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Trainings Campaigns Scheduling

Learn how to create and edit training modules in the revel8 Training Academy

The Training Academy allows you to create schedule and edit trainings campaigns.

✍️ 1: Create a campaign

  1. Start out in the Academy Section of the revel8 platform.

  2. Move to Create and select Campaign

⚙️ 2: Configuration

Note: You can always edit your settings after the campaign has been created.

2.1: General

  1. Choose a color Theme to your liking or matching to your company colors

  2. Select an Icon that represents your topic

  3. Enter a Title and Description

2.2: Activation

Select your campaign type:

  • Scheduled: A one time scheduled campaign for a defined set of employees

  • Triggered: Auto-enroll employees to a campaign upon a specific trigger

Scheduled

  1. Select Scheduled - Choose this for a one-time campaign delivered to a fixed group of employees.

  2. Define the exact start and end dates and times for the campaign.

  3. Click Next

Triggered

  1. Select Triggered - Choose this option to enroll learners automatically based on specific events.

  2. Choose the event that initiates enrollment in the campaign

    • New Joiner: New Employees

    • Awareness Maturity:

    • Engaged with simulation

    • Engaged with psychological trigger

    • Interact with simulation

3. Choose the according values that define who will be added to the campaign
(e.g. Awareness Maturity + Low OR Interact with simulation + Mail replied

4. Define when the campaign starts monitoring for triggers (start date) and how long learners have to complete the modules once enrolled (duration)

5. Click Next

Note: If employees are added in a triggered campaign, they will be assigned to the campaign additionally to the triggered assignment.

👇 3: Select Modules

  1. Select the content for your campaign via Add module.

  2. Use the Search function to find specific topics.

  3. Click Add to include the modules.

  4. If Sequencing is enabled, modules must be completed in order.

  5. Drag and Drop to rearrange the sequence.

  6. Click Next

👯 4: Add employees

  1. Click on Add employee to assign give access.

  2. Use the Search function to find specific employees.

  3. Click Add to include the employees.

  4. Click Next.

⏱️ 5: Set reminders

  1. Add a reminder

  2. Already set reminders are editable and removable

  1. Add a reminder title for internal reference

  2. Select the occasion that prompts the reminder

  3. Specify the time when the reminder should be sent

  4. Choose whether to CC the manager.

  5. Click Apply

Note: If the Reminder Time is set to occur before the scheduled start of the campaign, the system will not trigger the reminder on the same day. Instead, the first reminder will be sent the following day at the scheduled time.

If you want the reminder sent the same day as the campaign starting date set the reminder time slightly after the start date of the campaign.

📑 6: Summary

  1. Review your settings in the Summary

  2. If correct, click Create campaign

  3. If want to keep on editing at another time, select save draft.

  4. To make changes, click Back or edit after the module is generated

✅ 7: Campaign is created

Campaigns can monitored and modified at any time after the initial creation:

  1. Click on View progression

  2. Click on Edit to update the configuration, scheduling, modules, employees or reminders

  3. Delete, if the campaign is not needed anymore

✅ Final Checklist

General Configuration: Define the basic framework, campaign name, and core settings

Activation: Choose between Scheduled for fixed timelines or Triggered for automated enrollment

Component Selection: Finalize your learning path by selecting the specific modules, target employees, and automated reminder schedules.

Post-Launch Editing: Review your setup knowing you can still make adjustments even after the campaign has been initiated.

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