---
title: "Enroll employees in a campaign"
description: "Use a campaign template: pick its milestones and steps, choose the employees and groups, decide whether to verify first, and confirm. Each milestone becomes a campaign on the Activity calendar."
sidebar:
  order: 2
area: flows
feature: campaign-templates
appPath: /flows/home
lastVerified: 2026-10-22
version: "2026-10-16"
audience: admin
screenshots:
  - id: flows-campaign-templates-enroll
    caption: Enroll employees in this Campaign, with Verify Mode and the recipient search.
related:
  - flows/campaign-templates/add-a-campaign-template
  - flows/campaign-templates/create-a-campaign
  - flows/campaign-templates/reference-campaign-states
  - directory/employee-groups
intercom:
  - id: "12119560"
    title: Set Up a Campaign (Pyn 2)
    url: https://intercom.help/pyn/en/articles/12119560-set-up-a-campaign-pyn-2
    note: draws on
  - id: "16996083"
    title: Setting Per-Employee Reference Dates in a Mail Merge Spreadsheet (Pyn 2)
    url: https://intercom.help/pyn/en/articles/16996083-setting-per-employee-reference-dates-in-a-mail-merge-spreadsheet-pyn-2
    note: draws on
---

A campaign template does nothing on its own. Enrolling it is where you decide which milestones apply to your company, who should receive them, and whether to check every message before it goes.

## Before you start

- The template is under **Flows**, **Campaign Templates**; see [Add a campaign template](https://support.pynhq.com/flows/campaign-templates/add-a-campaign-template/).
- The audience exists as an employee group, for example **Everyone** or **US employees**. See [Employee Groups](https://support.pynhq.com/directory/employee-groups/). You can also pick individual employees.

![Use this opens the enrolment page: choose Verify Mode and the employees or groups.](https://support.pynhq.com/media/flows/campaign-templates/flows-campaign-templates-enroll.png)

## Steps

1. In Pyn, open **Flows** in the left navigation, select **Campaign Templates**, then the template.

2. In the list on the left, tick the milestones to run. Tick the header checkbox (**Select all**) for every milestone, or expand a milestone and tick only some of its steps. **Use this** in the top-right corner becomes available once a milestone is ticked.

3. Select **Use this**. The **Enroll employees in this Campaign** page opens.

4. Decide on **Verify Mode**. Off, it reads **Enrollments will be active immediately.**; on, **Created enrollments will need verification to proceed.** Turn it on the first time you run a template.

5. Under **Search for a recipient or group to enroll**, type a group or person's name and select them. Repeat for each; they are listed under the search, with **clear all** to start again.

6. Select **Next**. The **Confirm Campaign Enrollments** page lists the recipients and, under **Selected Milestones**, what you ticked.

7. Select **Confirm**. Pyn shows **Congratulations. Your campaign is ready.** with **Go back to the campaign**, **View in activity** and **Enroll more employees**.

> **Note:** Every milestone you ticked becomes its own campaign, named after the milestone, with the milestone's date as its **Reference Date** and the steps you ticked scheduled on their own dates. The whole recipient list applies to every one of them; enrol twice with different groups if some milestones are for a region only.

## What you should see

Open **Activity** and select **Campaigns**: each milestone appears on the calendar on its date, in the template's colour, with its steps as dots on their send dates. Without Verify Mode the steps read **Automated** and are scheduled. With Verify Mode each campaign is paused and its steps read **Manual**; open each step, read it with its tokens filled in, and set it to **Automated** to release it. See [Campaign states](https://support.pynhq.com/flows/campaign-templates/reference-campaign-states/).

## Related

- [Add a campaign template](https://support.pynhq.com/flows/campaign-templates/add-a-campaign-template/) to get a template into the workspace.
- [Create a campaign](https://support.pynhq.com/flows/campaign-templates/create-a-campaign/) when no template fits.
- [Campaign states](https://support.pynhq.com/flows/campaign-templates/reference-campaign-states/) for Manual, Automated and Complete.
- [Employee Groups](https://support.pynhq.com/directory/employee-groups/) for the groups you enrol.

## Related Intercom articles

- [Set Up a Campaign (Pyn 2)](https://intercom.help/pyn/en/articles/12119560-set-up-a-campaign-pyn-2) — draws on
- [Setting Per-Employee Reference Dates in a Mail Merge Spreadsheet (Pyn 2)](https://intercom.help/pyn/en/articles/16996083-setting-per-employee-reference-dates-in-a-mail-merge-spreadsheet-pyn-2) — draws on