Activating Engagement Builder in Workday Learning
Engagement Builder Is Already in Your Tenant — Here’s How to Use It Right
Workday’s Engagement Builder is purpose-built to replace legacy Learning Campaigns — and if your organization is still running on campaigns, you’re working harder than you need to.
With smarter audience targeting, 4x-daily processing, and branded email notifications, it’s a meaningful step forward for any Learning admin team. We can configure and activate all three components so your team gets full value from day one.
Where Legacy Campaigns Fall Short
Chances are, you’ve already felt at least one of these.
Static Audience Targeting
Audience setup lives outside of campaign creation — typically a custom report or saved search built as a separate step. Previewing who’s actually in scope requires navigating multiple screens, and there’s no clean way to validate your audience before launch.
Once-Daily Processing
Legacy campaigns pick up new and changed learners once a day. For organizations with active hiring, frequent promotions, or regular role changes, that 24-hour lag means newly eligible workers wait longer than they should to receive required training assignments.
No Notification Branding
Campaign emails go out as generic, unbranded notifications — no company logo, no custom messaging, no dynamic button for one-click access to Required Learning content. They get the job done, but they don’t reflect your organization or motivate learners to act.
Our Approach: A Smarter Setup for Workday Learning
We partner with you to configure Engagement Builder across all three components, so your team can run more targeted, more automated, and better-looking campaigns from day one.
One Centralized Workspace
Audience, message, and learning content are built and managed from a single screen. No more jumping between tasks or tools to get a campaign out the door.
Smarter Targeting, Faster Processing
Audience Builder gives you real-time audience preview and granular filtering. And where legacy campaigns ran once daily, Engagement Builder refreshes every six hours — newly eligible learners are picked up within hours, not the following morning.
Branded, Professional Communications
Notification Designer lets you embed your company logo, set a custom display name and reply-to address, and preview exactly how each notification renders on desktop and mobile. Furthermore, it allows for dynamic button accessibility so learners can access Required Content in one click! What your learners receive looks like it came from your team — because it did.
The Three-Part Framework
Engagement Builder replaces legacy Campaigns through three connected components.
Each is configured separately — and together they form a single, automated workflow.
1. Audience Builder
Replacing the “Create Audience” Task
Build your learner audience on one screen. Set conditions, layer in segment-level filters, and manually include or exclude individual workers as needed.
The Preview Audience panel shows your full audience list in real time, with up to 17 additional columns you can surface for context. You see exactly who’s in scope before anything goes live.
Key capabilities:
2. Message Builder + Notification Designer
Replacing Message Templates and Email
Create dynamic message templates with rich text editing and personalized report fields — worker name, learning content title, due date, and more.
Notification Designer goes further: embed your company logo, configure a custom display name and reply-to address, and preview exactly how the notification renders on desktop and mobile before a single email goes out.
Key capabilities:
3. Engagement Builder
Replacing Campaigns
Bring it all together on one page — select your audience, attach your message template, and add your learning content.
Engagements are tied to an Integration System User (ISU) rather than an individual user account, which means campaigns keep running through role changes and turnover without errors. Dynamic Removal & Resend automatically adjusts the audience as eligibility changes, dropping workers who no longer qualify while pulling in newly eligible ones — no manual cleanup required.
Key capabilities:
What We Deliver
Campaign Inventory & Assessment
We audit your existing legacy campaigns — documenting audience logic, content, scheduling, and dependencies — to create a clear, migration-ready baseline.
Engagement Builder Configuration
End-to-end setup of Audience Builder, Message Builder, Notification Designer, and Engagement Builder in your production tenant. Integration System User (ISU) configuration is included if one is not already in place.
Campaign Migration
Your existing campaigns are rebuilt as Engagement Builder flows, with a pilot run on a small segment before full rollout to validate the setup before it reaches your full learner population.
Admin Training & Documentation
Hands-on working sessions with your Learning admin team, plus documentation so your team can confidently build and manage new engagements going forward.
