Initiatives: Creating & using
Who can create Initiatives?
Both Company admins and Team admins can create them and tag messages with them. Regular members cannot.
How do I create an Initiative?
In the web message composer, click the tag icon, then "Create new." Enter a name (required). Under "Advanced configuration" you can optionally set a start/end date and choose the goal. You can also create one on the fly while composing a message — it gets attached to that message immediately.
How do I attach an Initiative to a message?
Click the tag icon in the composer and pick an existing Initiative (search by name, or choose from "Recent"). Each message is tagged with one Initiative.
What goals can an Initiative have?
The goal defines what counts as "success" for that campaign. Options include message read, link click, and reply; the system can also measure article reads and video watches. The goal determines which engagement number is used to calculate your completion rate.
Can I edit or delete an Initiative after creating it?
Currently the app supports creating Initiatives and tagging messages with them. There is no in-app edit or delete. Choose the name and goal carefully when creating, and reach out to Ommnio if you need an Initiative changed or removed.
What do the start and end dates do?
They frame the campaign window and drive the status shown next to each Initiative. Before the start date it shows as Not started; after the end date it shows as Finished; in between it's Active. Dates are optional — leave the end date blank for an ongoing Initiative.
What do the statuses (Active / Draft / Finished) mean?
- Active — live and collecting engagement (the default for a new Initiative).
- Draft — created but not yet running.
- Finished — past its end date or manually closed.
The composer's tag picker only lets you attach Active Initiatives to new messages.