Analyzing Students & Campaigns

Step 1:   What's a Campaign?

Think of your campaigns as classrooms that you will either assign, or invite, students into. 

Step 2:   Assigning Courses

Decide which course or courses you would like to offer in each Campaign/Classroom.

Click here to see how most people assign their courses...

Step 3:   Managing Seats

Think of your "Seats" or "User Registrations", as students. You may need to budget your use.

Click here to see how most organizations do it...

Quick Help: Create a Campaign

Your organization(s) are listed below. If you license and administer more than one organization, use the "Change Organization" menu on the right to select the one you wish to Add a Campaign to.

Creating a New Campaign:

Click here to download these instructions as a PDF.

    1. Click on the blue button that says "Manage Organization".
    2. Then click on the grey button that says "Add Campaign".
    3. Then enter the new Campaign Name (ie. "Class of 2027")
    4. Then select the box that says "Manager already exists?". Then click in the box that says "Select Managers" and select yourself. You can delete yourself later, if you wish, but whenever you create a new campaign, make yourself the first Campaign Manager.
    5. You do not need to add courses when creating a new campaign. But If you want to add courses here, select a course(s) in the "Available Courses" window and click the arrow button to move them into the "Active Courses" window.
    6. Click the "Save" button.
Quick Help: Edit an Existing Campaign

Your organization(s) are listed below. If you license and administer more than one organization, use the "Change Organization" menu on the right to select the one you wish to Edit a Campaign with.

You will see a list of your Existing Campaigns displayed beneath your Organization below. Find the Campaign that you wish to edit and follow these instructions.

Add or Remove a Campaign Manager:

Click here to download these instructions as a PDF.

    1. To Add or Remove a campaign manager, click on the "Managers" button. Add managers by clicking the "Add Managers" tab. If the manager is already enrolled in your organization, click the box by "Manager already exists" and then select their name from the "Select Managers" box. If you are adding a manager that is new to your organization, enter their First Name, Last Name and use their Email as both the Username and Email. Then click the "Save" button.
    2. To Delete managers, click the blue "Managers" button and then click the trashcan symbol under the "Action" column next to their name. This only removes them from the Manager role in that group. 
  1. Add or Remove Courses:

    1. Click the blue "Courses" button on the Campaign that you wish to edit.
    2. To Add courses to the Campaign / Classroom, select them from the Available Courses box on the left and then click the Arrow Button on the screen to move them into the Active Courses box.
    3. To Remove Courses from the Campaign, select them from the Active Courses box on the right and then click the Arrow Button on the screen to move them into the Available Courses box.
  1. *Note: You can select multiple courses at once, by holding down the CONTROL or COMMAND button on your keyboard and selecting courses with your mouse.
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