Track your initiatives and business objectives in Studio using initiatives. Initiatives allow you to tag content across topics and campaigns so that you can report on communication strategies that occur across the Firstup platform.

Examples of possible initiatives: coronavirus, from the CEO, employee stories, safety compliance.

What Initiatives Do

When an initiative is assigned to a campaign in Studio, that initiative label is only visible to Studio users. There is no change in the member experience. Within Studio, you can now report on initiatives.

How to Assign an Initiative to a Campaign

Any studio user with access to content can assign any active initiative to a campaign.

1. Sign in to Studio.
2. Create or edit a campaign.
3. Under the Orchestration settings, select the Initiatives drop-down menu.
   
   
   
   
4. Choose one or more initiatives from the list.
   
   
   
   
5. Selected initiatives will be applied to the campaign when published.

How to Update a Campaign's Initiatives

 Any studio user with access to campaigns can assign any active initiative to a campaign.

1. Sign in to Studio.
2. Create or edit a campaign.
3. Under the Orchestration settings, select Initiatives.
   
   
   
   
4. Choose one or more initiatives from the list. Or deselect current initiatives.
   
   
   
   
5. Click Continue to move on to the Review page and then Update to update the campaign's initiatives.

How to Create, Edit, or Report on Initiatives

If you want to add new initiatives, refer to How to Create Initiatives.

To modify existing initiatives, refer to Rename, Disable, or Delete Initiatives.

To track the data generated by your initiatives, refer to Report on Initiatives.