What are Campaigns?

Campaigns let you proactively push compliance tasks to a defined group of employees, track their completion, and automatically send follow-up communications, without manual effort.

Core concepts of Campaigns:

• Campaign: A named initiative that distributes a form to a target audience and tracks each employee's response.

• Assignment: The individual task created for each targeted employee. An Assignment has one of three statuses: To Do, In Progress, or Completed. Where a due date is configured on the campaign, each Assignment also displays the due date and an overdue indicator once the due date has passed. When an employee completes their Assignment, their submitted form response is logged and accessible to the campaign manager.

• Campaign form: A form template specifically created for use in Campaigns. Campaign forms are managed separately and are not interchangeable with standard reporter intake forms.

• Audience: The set of employees who receive Assignments. The audience can be Fixed (resolved once at publish) or Dynamic (re-evaluated continuously while the campaign is Active).

• Notifications: Automated emails sent to employees. By default, an Invitation is sent when an assignment is created, a First reminder is sent 7 days before the due date, and a Second reminder is sent 1 day before the due date. The subject, body, scheduling, and repeat cadence of each notification can be configured during campaign creation. Up to 5 reminders can be added per campaign.

• Report intake trigger: An optional configuration setting during campaign creation, that redirects an employee to the reporter intake flow when their submitted answers meet specified conditions. When trigger conditions are configured, a Paths channel must also be selected to handle the resulting intake.

Campaign statuses:

• Draft: The campaign is being configured. No Assignments have been created yet. A Draft campaign can be deleted.

• Planned: The campaign has been published with a scheduled future start date. No Assignments have been created yet. A Planned campaign can be edited (with the same scope as a Draft) or cancelled. Cancelling a Planned campaign permanently deletes it and cannot be undone.

• Active: The campaign has been published and its start date has been reached. Assignments exist and employees can complete them.

• Completed: The campaign has been manually closed by a campaign manager. Pending reminders are cancelled when a campaign is Completed.

Where Campaigns appear:

• Campaign managers create and monitor Campaigns in the Workspaces tab.

• Employees see and complete their Assignments in the Employee Hub. Where a due date is set, the due date is shown on each assignment card.

• Administrators manage Campaign form templates and access permissions in Settings.