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 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.

Note: Adding to or removing initiatives from a campaign after it has been published, will not affect the campaign for users but will remain for reporting purposes in Studio.

1. Sign in to Studio.
2. Create or edit a campaign.
3. Under the Deliver settings, click into the Initiatives field.
   
   
   
   
4. Choose one or more initiatives from the list and click Save.
   
   
   
   
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 Deliver settings, click into the Initiatives field.
   
   
   
   
4. Choose one or more initiatives from the list or deselect current initiatives. Click Save.
   
   

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.

Video

For visual learners, check out our video on how to create and assign an initiative.