Creating the title of the campaign for the report

1. Click Company menu
2. Click Notifications submenu
3. Click Campaign tab
4. Click new
5. Type campaign name
6. Click save

7. Click magnifying glass next to subject field

8. Edit subject name on the field
9. Click save

10. Choose Managers from the recipient list dropdown (Managers is based from security role)
11. Click add / edit hyperlink to see recipient list

Checking the recipient list settings

12. From the right panel, choose Managers to see recipient list settings
    • Other profiles may have different type or role from darwin Cloud profile but has Manager role in Security menu
13. Click close when done

Creating the body of the message

14. Create body of the message
15. From the merge field, find {Link}, drag and drop to the body of the message
16. Click advance settings

17. Choose report to show (Sample: Closings by Agent)
18. Enter hyperlink text to show on the email (Sample: Click here to view the report)
19. Click "click report criteria is not configured"

20. In the report, choose filter parameter

21. Choose available columns to appear on the report
22. Click save, when done

23. Click save from advance settings window
24. Click save from the main screen of campaigns

Scheduling the campaign

25. Click schedule tab
26. Choose frequency when to send the campaign
27. Choose date from the calendar when the campaign will send: start in:
28. Choose time next to run campaign at
29. Check off scheduled enabled to ensure campaign will send out accordingly