Campaigns Introduction and Overview

What Is a Campaign?

A campaign in ConveYour is a container for messages, lessons, and interactions that make up a course, internal training, communication series, or follow-up program.

• In ConveYour, "course" and "campaign" are often used interchangeably.

• Similar to marketing campaigns, ConveYour campaigns deliver structured content to a target audience through a series of lessons or messages.

The Campaigns Interface

When Should You Use a Campaign?

Use a campaign when you need to:

• Deliver a structured learning series.

• Send a sequence of messages that lead to a learning outcome.

• Automate a training program or a lead magnet sequence.

Learn more about lessons >>

Where to Find Campaigns

• From the Main Menu, locate Campaigns just below Conversations.

Do You Need a Campaign to Share Lessons?

No! You can share a folder of lessons instead.

Use Case: A sales team needs on-the-go access to product training. Instead of a structured campaign, they can access a shared folder of lessons as a searchable knowledge base.

Learn more about sharing lesson folders >>

How to Set Up a Campaign

Step 1: Define Your Campaign

Before creating a campaign, consider:

• Your objective – What outcome do you want?

• Campaign name – Keep it clear and relevant.

• Target audience – Who should receive the content?

Step 2: Build the Campaign

1. Navigate to Main Menu > Campaigns and select New Campaign.

2. Select whether you would like to build a new Campaign or use an existing template.

3. Select your preferred content release method:

   • Based on contact joint date: Ideal for courses or sales funnels where learners will receive scheduled content independently of anybody else.

   • Based on a specific date: Ideal for event- or time-based courses where all learners need to receive course content at the same time.

   • Build a Workflow! Workflows allow for even greater flexibility and customization around content releasing.
     Learn more about Workflows here >>
     

4. Fill out the Campaign Information (name, description, audience, alert email address, banner picture).

5. Add Lessons, Messages, and Content using the drag-and-drop builder.

Campaign Features & Tools

Quick Search & Filters

• Easily find campaigns using search and filtering tools.

• Designed for users managing hundreds of active campaigns.

Drag-and-Drop Content Creation

Quickly schedule and organize lessons, SMS messages, emails, and more.

Bulk Add/Remove Learners & Reset Progress

Easily add testers and reset progress when refining a campaign.

Enhanced Campaign Stats

Interactive Engagement Funnel – Click on any lesson graph to view detailed learner engagement.

By leveraging these tools, you can efficiently create, manage, and analyze your campaigns in ConveYour.

Learn More

Campaign First Steps

Adding Information

Add Content and Lessons

Adding Learners or Contacts

Registration and Confirmations

Landing Page Information

Learner Portal Options

Timing Options

Billing Information

Invite Tools

Stats and Metrics

Scheduling Content

Testing Your Campaign