Campaigns in Policy Management

Enterprise Policy Management is adopting the legacy Campaigns functionality into the Policy Management product. By integrating this feature into Policy Management, we’re ensuring continued support and evolution of these capabilities within an actively supported platform. Campaigns is a significant enhancement to the attestation capability, enabling users to manage policies at scale. It streamlines the distribution of multiple policies requiring attestations into a single workflow and provides visibility into attestation metrics.



This enhancement will allow teams to:

  • Launch targeted campaigns to distribute documents and assign action items across the organization.

  • Send attestations to user groups and individual users to maximize engagement.

  • Create one-time or rolling campaigns that automatically deliver content based on defined criteria.

This adoption enhances the attestation process by introducing campaign functionality directly into Policy Management, solving key challenges around scalability and group-based delivery.

What's Next

Once available, new, policy-specific documentation will be published in the Policy Management knowledge base to guide users through the updated experience. This documentation will be maintained and updated as the feature evolves.

How to access Campaigns

Campaigns is a stand-alone capability and cannot be accessed from Enterprise Policy Management. Any campaigns you create are reflected on the Attestations list screen.

Customers with the Ethics Product

  1. Click the Application Launcher icon () to load the main navigation menu.

  2. On the Main navigation menu, select Campaigns. The Campaigns screen appears.

Customers without the Ethics Product

  1. Click the Application Launcher icon () to load the main navigation menu.

  2. On the Main navigation menu, select More OneTrust apps. The My apps screen appears.

  3. Click the Campaigns tile. The Campaigns screen appears.

Current Campaign Documentation

The legacy Campaigns documentation is still available in the unsupported knowledge base for reference. While this documentation is no longer maintained, it can provide helpful context on the features being adopted.

The table below includes campaign features that have been adopted and are available to users with the EPM and TRC SKUs. You can explore the related legacy documentation to get a sense of what's coming as the rollout progresses.

General Availability Features

Related Legacy Campaign Articles

  • Send campaign for policies

  • Send multiple policies in a campaign

  • Campaign details

  • Attestation and campaign statuses:

    • Draft

    • Scheduled

    • Active

    • Archived

    • Awareness

  • Resend campaign link

  • Enforce completion order

  • Deadline / completion due date

  • Close/End campaign

  • Delete campaign

  • Respondent completion

  • Rolling campaign

  • One-time campaign

  • Send immediately distribution

  • Schedule for future distribution

  • Save draft

  • Select individual users

  • Bulk add users

  • Bulk remove users

  • Select user groups

  • Notification - Assigned

  • Notification - Reminder

  • Notification - Campaign Due

  • Notification - Past Due

  • Notification conditions:

    • days before due date

    • on due date

    • days after due date

  • Dashboards [Insights]

Upcoming Features

The features listed below will be released in a future release.

  • HR data integration