Creating a New Version of a Campaign

You can create a new version of a previously approved campaign. The new version of the campaign is initially created in a Draft status, allowing you to makes any necessary adjustments before moving it to a Published or Started status.

Note: Once the new version is in the Published or Started status, the original version will be archived.

Create a New Version of a Campaign

  1. From an open campaign, click Create New Version, and then click Yes to confirm.

    • This creates a new draft version of the campaign.

  2. Adjust the desired settings in the Settings, Visibility, or Assignees steps under Properties Wizard.

  3. (Optional) Click the Edit Document tab to add or remove content items.

    • Click , and then select the Require Completion after Campaign is Started check box to ensure that the assignees are required to complete the content as part of the new campaign version.

  4. Click Approve (Ready to Start).

  5. (Optional) In the Set as Approved box, replace the default text with a description of the campaign's purpose.

  6. (Optional) To add your text to this campaign's discussion board, select the Post to Discussion Board check box.

  7. Click Submit.

  8. If the campaign is set to start immediately, a Results prompt appears. Review the list of users who will be notified, and then click OK.