Triggering a campaign manually

Contents

Triggering a campaign manually

Overview

To manually trigger a campaign from the Finder, the following conditions must be met:

  • The profile of the user must:
    • Allow editing of campaigns.
  • The campaign must:
    • Target users manually.
Applies to platforms: PlatformWindows.png

From a list view

To manually trigger a campaign from the list of results of an investigation on users or the list view of a user category:

  1. Select a user or a set of users from the list.
    • Drag the mouse cursor or use the Ctrl or Shift keys to select multiple users.
  2. Right-click your selection.
  3. Choose Campaigns from the menu. A list with the available campaigns shows up.
  4. Click the name of the desired campaign.
    • A warning message shows up, displaying the number of users selected and asking for confirmation. Click Yes to proceed.

From the user view

In the user view of the Finder, manually trigger campaigns from:

  • The user icon on the top-left corner of the user view.

Manually triggering a campaign from the user icon in the top-left corner of the device view is very similar to triggering a campaign from a list view:

  1. Right-click the device icon.
  2. Choose Campaigns from the menu. A list with the available campaigns shows up.
  3. Click the name of the desired campaign.
    • A warning message shows up, stating that the campaign will be sent to 1 user and asking for confirmation. Click Yes to proceed.

From the Start page

When searching in the Start page in the Finder, a list of users may show up in the right-hand side of the window as a result of the search. You can directly send a campaign to any of the users that appear in the list of results:

  1. Right-click the name of the user.
  2. Choose Campaigns from the menu. A list with the available campaigns shows up.
  3. Click the name of the desired campaign.
    • A warning message shows up, stating that the campaign will be sent to 1 user and asking for confirmation. Click Yes to proceed.