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How do I create a campaign for myself?

This article explains how you can create a campaign for yourself.

What is a Campaign?

A Personal Campaign is designed to monitor specific numerical targets, such as the 'Number of Sales' or the 'Number of Interactions.' Unlike a Goal, a Campaign is independent and does not impact your goal completion rate.


How do I create a campaign for myself?

  • On the 'Me' dashboard, navigate to the 'My Campaign' widget.
  • Click 'Create' to open a new pop-up window where you can enter the necessary information, as illustrated below.

  • Add a 'Title' to the new campaign. For.e.g 'Sales Referrals' 
  • Select the 'Start Date' and 'End Date' that you want this campaign to run for.
  • Enter 'Contributions Target' -  This is the total target over the period of the campaign that you  would like to achieve or contribute towards. 

The Contributions Target - does not allow decimals

  • Add 'Notes'  explaining the details of the campaign and requirements. Click 'Save'.
  • Once saved your campaign will appear on your Me dashboard under the 'My Campaign' widget, outlining the behaviour/numeric goal you are working towards, the period and what % of it has been completed.