Launch and manage a campaign

You can launch and manage campaigns for document consumers to attest to documents. At least one user must be included in the campaign's target audience to avoid an error.

Launch a campaign

  1. From the Policy Deploy left menu, select Campaigns then Setup. The Campaign Template Setup window displays.

  2. From the dropdown list, select a campaign to edit.

  3. Select the Attestations button to identify the forms in the campaign that will be sent to users. The number of forms is displayed.

    1. In Disclosures and Attestations, select one or more forms to be part of the attestation campaign.

    2. Under the forms, select the assign button to assign the forms to the campaign.

    3. Select Done.

    4. Select the campaign lock button. You can unlock this setting before the campaign is launched.

  4. Select the Reporting Period button to identify when the campaign is active. The current active period displays

    1. Select the add reporting period button.

    2. Add a Name and Description.

    3. Use the calendar widget to add a Start/Launch date, End date, and Due date which is typically before the end date. overdue reminders are triggered off the Due date. If someone does not complete their attestation, it is put in a closed state.

    4. You can add days to the People added during the campaign have x day (s) to submit or leave it blank. This governs people who have been added to the campaign while it is running.

    5. Select Save.
    6. Under Assigned, select the reporting period to use for the campaign.
    7. Select Done.
    8. Select the date lock button.

  5. Select the Notifications button to identify one or more system-supplied email notifications to send to the target audience. The number of emails to be sent is listed. At least one user must be included in the target audience to avoid an error.

    1. Select each email to send. For example, you may want a notification for the campaign start and task overdue. You can scroll down to review and potentially edit the content of the notification.

    2. Select the schedule button to add or change a schedule, for example, a notification before the campaign starts.

    3. Select Done.

    4. Select the notification lock button.

  6. Select the Preview Campaign Details button to review the campaign details. If the campaign details look good, select Done. The number of completed tasks is identified.

Review a campaign

From the Policy Deploy left menu, select Campaigns then Review to see the details of an existing campaign. Use the review to:

  • Verify the target audience total number is correct.
  • Ensure the details and high-level summary configuration are accurate.

Manage a campaign

  1. From the Policy Deploy left menu, select Campaigns then Manager. Both CURRENT CAMPAIGNS and CAMPAIGN HISTORY are shown. Any campaigns with a clock can be launched.

  2. Select the clock button next to the campaign you want to launch.

  3. A launch date and time displays. Select Yes to launch on that date and time, which is as soon as possible. The campaign Status is Scheduled and, when launched, the Status changes to Active.

  4. When a campaign has the Status of Active, you can select:

    • The graph button to see the Campaign Stats window showing percentages of submitted, reviewed, and not submitted attestations.

    • The cancel button to cancel a campaign and respond to the confirmation message.

    • The notifications button to edit notifications.