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Assignees Step for Campaign Templates

Important: This step is completely optional.

Use this step to designate assignees for the template.

If multiple sites exist, select a site containing assignees you want to designate.
Select one or more departments (to select assignees individually, by assignee group, or by job title, see Other Ways to Select Assignees below).

Note: To remove a selected department, click the department name, and then click .

(Optional) When you're finished adding assignees from the current site, repeat steps 1 through 3 to select assignees from other sites.
By default, assignees receive only one assignment to complete a campaign based on this template. If you want the assignees to complete the campaign again periodically, click Advanced Settings. For Recurrence, click Every, and then type a number of months.

For beginning on, select approved/Start Date. Or, select specified date to have the campaign owner select a beginning date when creating a campaign from this template.

Click Save and Close.

Other Ways to Select Assignees

The default assignee selection method is by individual department. You can also select by job title, by assignee group, or by individual assignees.

Job Titles

For Select From, select Job Titles, and then click OK.

Important: The advantage of selecting a job title rather than individual assignees is that the completion assignment will be automatically updated as users are assigned or unassigned that job title.

Do either or both of the following:

Select a job title to add all assignees with that job title.
Click a job title, select one or more listed assignees, and then click OK.

Assignee Groups or Department Groups

For Select From, select Groups or Department Groups, and then click OK.

Note: A group is a combination of assignees from a single site or from multiple sites.

Select one or more groups.

Note: To select individual assignees from a group, click the group name, and then select assignees.

Assignees

For Select From, select Assignees, and then click OK.

Note: Because every user is usually given the Assignee role, loading the assignee list could take several minutes.

Select assignees.