How do I create a Campaign? 

See What are Campaigns? for an overview of how Campaigns work.

To begin with Campaigns, you need to be assigned the "Campaign manager" role to create a Campaign. If you do not have this role, contact your administrator. 

To grant a user the needed role: 

1. Open the "Settings" menu and select "Campaign" and click "Add Access"
   
   

      2. Select the user you want to add and the role, then click "Add"

Now the user has been granted a Campaigns role, they will be able to see the 'Campaigns' option within their Workspaces menu:

To create a Campaign:

1. Click "Campaigns" and "+ Create campaign"

To create the Content

1. Enter a name for your campaign in the "Campaign name" field, this will be shown to the targeted users
2. Select a form from the "Campaign form" dropdown. How do I create a Campaign form?

Report intake settings

You can configure when employees should be redirected to the report intake flow after submitting the form. For each condition, select a campaign question and the answer value that should trigger the intake. 

1. Click "+ Add condition" to add more than one trigger condition.
2. When you add a second condition, a modal titled "How do you want to combine the conditions?" appears. Select "Any one condition can apply (OR)" to trigger the intake when at least one condition is met, or "All conditions must apply (AND)" to require every condition to be met. Click "Continue" to confirm. Click "Cancel" to discard the second condition and return to the single-condition state.
3. Adding a third or subsequent condition does not show the modal again — the previously chosen operator continues to apply.
4. To change the operator after setting it, click the operator button (e.g. "All conditions must apply (AND)") at the top right of the section.
5. To remove a condition, click "Remove condition" below it.

1. If you configured at least one trigger condition, select a "Channel" from the dropdown. Only Paths channels are listed (How do I create a Channel for disclosure submissions?). A channel is required when trigger conditions are configured, but not otherwise.
2. Click "Next step" to continue to the Audience step. You can also click "Save draft" to save your progress without continuing.

Audience:

1. Define your target audience. You can target:

• All users
• Specific users
• Specific groups (How do I create a User Group?)
• Users matching custom attribute filter
  
  

1. Dynamic (default): The audience is re-evaluated continuously after publish. Employees who qualify later will automatically receive an Assignment.
2. Fixed: The audience is resolved once at publish. Employees who join or qualify later will not receive an Assignment.
3. Click "Next step" to continue to the Notifications step.

Notifications

1. The Notifications step has three tabs: "Invitation", "7-day reminder", and "14-day reminder". Open each tab and enter a subject and body. All three notifications are required before you can proceed past this step.

• Invitation: Sent to all employees when the campaign is published.
• 7-day reminder: Sent to employees who have not completed their Assignment 7 days after receiving the invitation.
• 14-day reminder: Sent to employees who have not completed their Assignment 14 days after receiving the invitation.

     2. Click "Next step" to proceed to translations

Translations

The Translations step has a separate translation file for each translatable item: the campaign name, the invitation, the 7-day reminder, and the 14-day reminder. The system will take some time to translate the texts, we advise to save the draft and come back later to continue.

If you want to review and/or modify the translation of any of these elements: 

1. Select "Download translation file" to download a file with the default-language content, edit the file to amend or add translations for other languages.

2. To upload the file with your adjustments if needed, select  "Upload translation file". Uploading translation files is not required to publish.
   

   

      3. Click "Next step" to continue to the Review & publish step.

Review & publish

1. Review the summary of all campaign settings.
2. Click "Publish campaign" to publish. The campaign status changes to Active, Assignments are created for all targeted employees, and the invitation email is sent immediately.

• A campaign is saved as a Draft from the moment it is created. You can close and return to it at any time before publishing, or click "Save draft" on any step to save your progress. You can return to the previous screen by clicking "Previous step"
• Draft campaigns can be deleted from the campaign detail page.
• Published campaigns cannot be deleted.
• Once a campaign is published, its content, audience, and notification settings cannot be edited.
• All three notification tabs (Invitation, 7-day reminder, 14-day reminder) require a subject and body before the campaign can be published.
• Notification emails are sent in each employee's preferred language if a translation exists. If no translation is available for that language, the default language of English is used.
• If a Campaign form has no fields, it cannot be selected in the Content step. You can create the Campaign form by following the steps How do I create a Campaign form?