Creating and Launching Policy Campaigns
Create and send policy campaigns that streamline document distribution and drive accountability across your organization. Policy campaigns allow you to assign action items, send attestations to specific user groups, and automate content delivery through one-time or rolling campaigns. The intuitive setup allows for flexible scheduling and audience targeting, making policy communication more efficient and engaging.
To create one-time campaigns
A One-Time Campaign allows you to deliver content to a specific list of recipients at a designated date and time. This option is ideal for distributing documents, assigning tasks, or sending attestations that require a single, coordinated push. You have full control over the audience and schedule, making it a great choice for time-sensitive or event-driven communications.
- Click the Create campaign button.
- Field
- Description
- Campaign name Required
-
Enter a name for the new campaign.
- Description Optional
-
Enter a description of the campaign. The description must be 150 characters or less.
- Campaign type Required
-
Select One-time Campaign to populate fields unique to this campaign type.
A One-time Campaign is a fixed distribution to the individuals of your choosing at the date and time you specify.
- Completion due date Required
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Enter the date by which a recipient has to complete the action item(s) in the campaign.
- Campaign distribution Required
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Send Immediately: Allow at least 10 minutes for the distribution to begin. The distribution may take anywhere from several minutes to several hours depending on the number of recipients in the campaign.
Schedule for Future: The campaign distribution begins at 02:00 am UTC on the day you select. The distribution may take anywhere from several minutes to several hours depending on the number of recipients in the campaign.
The Create new campaign screen appears.
To create rolling campaigns
A Rolling Campaign automatically distributes content to individuals based on dynamic enrollment criteria you define. Each night, the system evaluates updates to your HR file, including changes in location, department, or group membership, and adds any newly eligible recipients to the campaign. This ensures that your outreach remains current and inclusive without requiring manual updates or re-launches.
- Click the Create campaign button.
The Create new campaign screen appears.
- Field
- Description
- Campaign name Required
-
Enter a name for the new campaign.
- Description Optional
-
Enter a description of the campaign. The description must be 150 characters or less.
- Campaign type Required
-
Select Rolling campaign to populate fields unique to this campaign type.
A Rolling campaign is an automatic distribution to individuals based on the enrollment criteria you define. It is determined on a nightly basis if there are additional employees that should be included in the campaign based on any updates to existing user groups.
- Completion timeframe Required
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Define the amount of days or weeks the recipient has to complete the action items in the campaign.
- Distribution end date Optional
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Enter the date in which the campaign will stop distributing to recipients. All recipients who have received it by the end date will have the full timeframe to complete their action items. If no end date is specified, the campaign will continue rolling until it is manually deactivated.
Tip:Distribution end dates can be helpful when campaign action items, like policies, have planned updates. You can schedule the end date to automatically stop the campaign during the update period. After the updates are complete, you can launch a new rolling campaign with the updated action items.
- Campaign distribution Required
-
Send Immediately: Allow at least 10 minutes for the distribution to begin. The distribution may take anywhere from several minutes to several hours depending on the number of recipients in the campaign.
Schedule for Future: The campaign distribution begins at 02:00 am UTC on the day you select. The distribution may take anywhere from several minutes to several hours depending on the number of recipients in the campaign.
To edit campaign details
To launch a campaign
Ensure you have successfully configured action items, recipients list, and email notifications in order to launch your campaign.
- Click the Begin distribution button to send your campaign based on your one-time preference or rolling schedule.
Note:
The distribution may take anywhere from several minutes to several hours depending on the number of recipients in the campaign. During this time, no edits to the campaign can be made.
- Once started, the Campaign details screen will display an enrollment notice to alert you of the active campaign. The displayed banner will be removed once distribution has completed.
To delete a campaign
You can only delete Campaigns in either the Draft or Scheduled status to reduce the total number of inactive campaigns in your list.
Campaigns in Active or Ended status cannot be deleted.