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.
