TLMS Campaigns Section: A User Guide
The Campaigns section in TLMS is the primary command center for deploying security awareness training. This guide will walk you through the interface, how to manage live campaigns, and where to find deep-dive analytics.
Navigating the Campaigns Dashboard
To access your training hub, click on Campaigns in the left-hand menu bar of the TLMS portal.
Interface Features:
Search & Sort: Use the search bar to find specific campaigns by name. You can sort the list by "Most Recent" or "Name" to keep your workspace organized.
Date Filters: Use the date filter to view campaigns launched within a specific timeframe.
View Customization: Choose how many campaigns to display per page and use the top toggles to switch between:
All Campaigns: A unified view of every training effort.
Specific Toggles: Filter by Course, Creative, Quizzes, or Games.
Managing Active and Completed Campaigns
The campaign table shows high-level metrics for every launch, including Emails Sent, Opened, Links Clicked, the Campaign Type, and the current Status.
The Action Menu:
Depending on the status of your campaign, the options under the Action (three dots) menu will change:
Ongoing Campaigns: Options include View (Analytics), Pause, Finish, and Delete.
Completed Campaigns: Options are limited to View and Delete.
Analyzing Ongoing Course Campaigns
When you click View on an ongoing Course Campaign, you are taken to a dedicated performance dashboard.
[!NOTE] Versatility of Course Campaigns: A Course Campaign is the most robust campaign type in TLMS. It is designed to be all-encompassing and can comprise all other types of campaign content, including Creatives, Quizzes, and Games, within a single training journey.
Dashboard Actions:
Edit Info: You can edit the campaign name directly from this view.
Extended Options: Click the three dots at the top right of this dashboard to access:
Reminders: Configure or trigger manual follow-up emails.
Export: Download CSV files containing either Combined Specific Data (overall progress) or Course Specific Data (module-level details).
Email Metrics: View a dedicated tab for email delivery stats (Sent, Delivered, Bounced).
Activity Logs: Access a chronological log of all actions taken within the campaign for audit purposes.
View Report: Opens the report customization window.
Generating and Exporting Reports
TLMS provides highly customizable reporting to help you share results with stakeholders.
Steps to Export:
From the Campaign View, click the three dots and select View Report.
Customize Your Data: A pop-up will allow you to "checkbox" the specific metrics you want to include (e.g., Completion status, Quiz scores, Department data).
Download: Click the download button to save the report to your device.
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