Understanding the Calendar
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      1. Help Center
      2. Campaign stakeholder resources
      3. Understanding the Calendar

      How do I set up a campaign?

      You can set up campaigns in the Calendar.

      There are 9 steps to a campaign setup:

      1. Create a new campaign

      2. Craft or choose a campaign from the template gallery

      3. Edit the campaign name

      4. Select or upload the audience

      5. Configure the AI facilitator settings

      6. Assign campaign stakeholders

      7. Select contact methods

      8. Set the campaign timing

      9. Adjust advanced settings


      1. Create a new campaign.

      • Navigate to 'Calendar' and make sure there are no filters applied to the filter bar.
      • Use the forward and back arrows to navigate to the date you'd like to run your campaign. 
      • Click on the Calendar day that reflects the first day of your campaign.
        • You will be presented with an 'Add new campaign' dialogue.
      • Click 'Continue'.

       


      2. Craft or choose a campaign from the template gallery.

      There are three ways to create a campaign within the template gallery:

      • i. Use the AI Campaign Assistant to craft a campaign tailored to your unique goals.
      • ii. Create a campaign from scratch by clicking the 'Create a new blank campaign' button.

      • iii. Select a pre-designed campaign from the gallery by clicking one of the coloured templates.

       


      3. Edit the campaign name.

      • Click on the campaign name in order to edit.
      • Type the new campaign name.
      • Press 'enter' or click outside of the input to save the new campaign name.

       


      4. Select or upload the audience.

      • Click the 'Audience' field to bring up the audience settings.
      • Click the 'Target audience' dropdown.
      • Select an audience method from the dropdown.

       

      📝  Note: You can learn more about choosing your audience by reading 

      How do I add the campaign audience?

       


      5. Configure the AI facilitator settings.

      • Click the 'AI facilitator' field to bring up the AI facilitator settings.
      • Click the 'AI facilitator' dropdown to select your desired AI facilitator setting.
      • In the 'Human response buffer (hours)' input, type the number of hours you'd like the AI facilitator to wait before replying to an audience member, or use the arrow buttons to select the number of hours.
      • Click the 'Closing message' toggle is switch it on of off.
        • When the toggle is on, the AI facilitator will send a closing message after the initial exchange to let the audience member know the conversation is complete.
        • You can customize the closing message using the 'Message text input' below the toggle.
      • Once the settings are configured, click 'Save'.




      6. Assign campaign stakeholders.

      • Click the 'Stakeholders' field to bring up the Stakeholder settings.
      • Click the 'Executive sponsor' dropdown. Type the name of your sponser and click the name to select it.
      • Click the 'Campaign lead' dropdown. Type the name of your lead and click the name to select it.
      • Click the 'Facilitator' dropdown. Type the name of your facilitator(s) and click the name(s) to select it/them.
      • If reporting line leaders require visibility of their direct reporting lines' conversations, switch the 'Reporting line leaders' toggle on.
      • Click 'Save & notify' to send an email to all listed stakeholders letting them know about the campaign and their involvement. 
        • Click 'Save only' if you do not wish to notify stakeholders at this time.
         


      7. Select contact methods.

      • Click the 'Contact methods' field to bring up the Stakeholder settings.
      • Click the up and down arrows to reorder the priority of contact methods.
      • Ensure the 'From name' input states '[Organization name] via Joyous'.
      • Ensure 'Template' input states 'question-v4'.
      • Upload a company logo if using an email contact method.




      8. Set the campaign timing.

      • Click the 'Timing' field to bring up the Timing settings.
      • Click the 'Time to send' input to select the time you wish your questions to send.
      • Click the 'Timezone' input to select the timezone you wish your send time to adhere to.
      • Click the 'Cadence' input and select whether you want to run a 'one-off' or 'recurring' campaign.

        • To learn more about recurring campaigns, read 'How do I set up a recurring campaign?'

      • If you would like to close the campaign at any stage, switch the 'Close for new responses' toggle on.
        • You can specify when the campaign closes using the 'Days after last conversation' input.

       


      9. Adjust advanced settings.

      • Click the 'Advanced settings' button to bring up the advanced settings.
      • Click the 'Day to send' dropdown to select the day of the week you would like the weekly summary to be sent to campaign stakeholders.
      • Click the 'Action summary recipients' dropdown to select which recipients will receive action plan summaries.
      • Click the 'Default day to nudge audience' dropdown to select the day of the week you would like the audience nudge to be sent.
      • Type your Campaign goal, ROI hypothesis, & Estimated ROI in the related inputs.
      • Click the 'Planning board' dropdown to select which board you would like the campaign to sit under.
      • Click the 'Locale' dropdown to select the primary campaign language.
      • Switch the 'Mixed language conversations' toggle to on if there will be conversations that contain more than one language.
        • For example, the audience member may respond in French and the human facilitator may respond in English.
      • Click 'Save' to preserve the advanced settings.

       

      📝 Once you have adjusted your campaign settings, you can input your campaign questions.