The article provides a comprehensive guide to the Settings page in Tivian Communicate XI’s Communicate Journey. It covers various aspects of journey configuration, including general settings, audience management, email preferences, Slack display names, SMS preferences, poster and postcard layouts, web banner management, notification recipients, journey assets, recommendations, and journey archiving. The article also explains how to duplicate or delete a Communicate Journey.

Introduction

Most of the Tivian Communicate XI Communicate Journey configurations are handled in this section, such as naming your Communicate Journey, creating and managing your audiences, and setting up Automatic Email Delivery. Each Communicate Journey has its own preferences section.

To access, log into the dashboard and then click on the Preferences tab in the sidebar.

Note: Depending on the permissions level assigned to your account you may not be able to modify some or all of the following preferences. Read about team access and permissions here.

General

In General preferences, you can edit the Communicate Journey name, adjust the launch date, and select your campaign type (one-time or recurring).

The Communicate Journey Name will appear in the Communicate Journey and the Communicate Planner sections. Tivian recommends naming the Communicate Journey with the campaign’s topic.

The two types of campaigns are one-time campaigns and recurring campaigns. One-time campaigns are campaigns that are scheduled to run once through with a single audience, as their content can change significantly with each campaign, for example, Open Enrollment is a popular option for one-time campaigns. Recurring campaigns are campaigns that are set to run continuously with new waves of audiences. The content for recurring campaigns is unchanging or has minor changes. Onboarding for New Hires is a popular option for recurring campaigns.

Clicking the calendar icon allows you to change the date of your First Message. Changing the First Message will move any scheduled messages in relation to the adjusted launch date.

Note

First Message will not show up in a Recurring Campaign, as each audience will have a different start date. For more information, please read the Recurring Campaign article.

Require Approvals for Messages

You can require approval for each message in the Campaign Timeline. By default, the option is off (gray); click on the toggle to enable it (green).

Active audience

Assigns the active audience for your Communicate Journey. Make sure you have your desired audience assigned before your Communicate Journey is scheduled to start. You can disable automated messaging at any time by setting your active audience to “none.” No messages will send, even if they are “approved” in the timeline.

Use the drop-down menu to select an existing audience list. All audience lists are available to all the Communicate Journeys and Communicate Messages in your CXI account.

Note: Active Audience will not show up in a Recurring Campaign, as each audience is only created and used once. For more information, please read the Recurring Campaign article.

Audience creation and management

The Audience Creation and Management area is where you create and maintain audience lists for your Communicate Journeys. There are three ways to import employee contact data to create an audience: an HRIS Connector, with the Public API, or by uploading a CSV file. There is also the option of creating a Basic Audience, which is how the system records the manual process of forwarding emails from a separate email account. Tivian recommends importing a Master Audience list of all the employees in the company. From your Master Audience list, you can create a Targeted Audience to act as your employee audience group and Sub-Audiences to personalize messaging and content within the Communicate Journey. See Creating and Managing Audiences to learn more.

Use the drop-down menu to select an existing audience list to edit.

Email preferences

Delivery

In the email preferences area, there are two email delivery mode options, automatic or manual. Automatic emails are sent from the system itself. You must schedule and approve all automatic messages before they can be sent. Manual emails are sent to you to forward from your account.

Layout

The default layout is Branded Background, this displays your company logo and colors. The other layout option is Clear Background which removes your brand color from the sides of the email. Clear Background has a left-aligned text or center-aligned text option to choose from.

Signature

Create an email signature with your company logo that can appear at the end of emails sent by CXI for this journey. Signatures are available across all Communicate Journeys within your CXI account.

Slack display name creation and management

You can create a default or custom display name that will appear with your Slack messages sent from CXI. Upload your company logo or another company image to use with your display name. Use the drop-down menu to select the necessary display name for your current campaign.

Note

Recurring campaigns do not include Slack as a message type option. For more information, please read the Recurring Campaign article.

SMS text message preferences

Create a consistent greeting that will appear at the start of the text messages for that Communicate Journey. If you have personalized greetings (“Hello Employee Name”) enabled, they will appear after this greeting.

Poster preferences

The layout options for posters include:

• Poster 2 (Default)
• Non-U.S. (no SMS)
• Spanish
• Poster 3 digital
• Poster 3 print
• Flyer digital
• Flyer print

Reach out to your Tivian team if you have questions about poster layouts.

Postcard preferences

The layout option for a postcard is:

• Double Sided

Reach out to your Tivian team if you have questions about postcard layouts.

Web banner preferences

You can view your active and inactive web banners in the Web banner preferences area. Active banners are live for this specific campaign. Inactive web banners do not have embed codes set up to add them to the intranet site. If you click the “</>” icon, you can request to receive an email with that specific web banner’s embed code. If you click the pencil icon, you can edit the title for that specific web banner. Click the Create a New Web Banner button to create a new web banner to make a new web banner.

Note: Recurring campaigns do not include web banners as a message type option. For more information, please read the Recurring Campaign article.

Notification recipients

When testing your campaign messages, you can include Notification Recipients to also receive the campaign message testing notifications. Click the Contacts button to add new contacts to your list. Notification Recipients are only limited to the test emails they receive. If you want them to review your campaign materials, you will need to add them to the Communicate Journey team.

Communicate Journey assets

This is where you can upload the Campaign tile which acts as the thumbnail for the Communicate Journey.

You can also upload a background for the Communicate Journey, that will be shown within that Communicate Journey’s team view.

Recommendations

Toggle on this preference, if you want your audience to be offered additional content once they’ve finished a learning path. The content experience will continue to populate content options, keeping the audience engaged.

Archive Journey

Once your campaign has finished you can archive your Communicate Journey by selecting the toggle under Archive Journey. Once you’ve archived a campaign, the Communicate Journey tile on the Journey Dashboard will be moved to the Archived tab.

If you want to move an archived Communicate Journey back to active, simply click the toggle off. Learn more by checking out the Journey Dashboard article.

Duplicating and deleting a Communicate Journey

If you click the Copy this Journey button, you will duplicate the existing Communicate Journey. You will be brought back to the Journey index with the newly generated duplicate journey listed with the prefix “Copy Of”.

If you click the trash icon, you will see a pop-up warning that the entire Communicate Journey, including changes, settings, and customized content will be deleted. (Before you delete a Communicate Journey, be sure to reach out to your Tivian team.)

FAQ

How do I access the Preferences tab for a Communicate Journey?

To access the Preferences tab, log into the dashboard and click on the “Preferences” tab in the sidebar of your Communicate Journey.

What are the two types of campaigns available in Communicate Journey?

The two types of campaigns are one-time campaigns (scheduled to run once with a single audience) and recurring campaigns (set to run continuously with new waves of audiences).

How can I archive a Communicate Journey?

To archive a Communicate Journey, go to the Archive Journey section in the Preferences tab and toggle on the archive option. This will move the journey tile to the Archived tab on the Journey Dashboard.