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. 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 in Settings 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 — an invitation on publish, and reminders at 7 and 14 days after the invitation.
• 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.

• Draft: The campaign is being configured. No Assignments have been created yet. A Draft campaign can be deleted.
• Active: The campaign has been published. 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 Workspaces.
• Employees see and complete their Assignments in the Employee Hub.
• Administrators manage Campaign form templates and access permissions in Settings.

• Access to Campaigns is managed in the "Campaign" option under "Access" in the settings menu. Users must be granted either the Campaign viewer or Campaign manager role to see or interact with Campaigns in the Workspaces tab.
• The Campaigns feature must be enabled for your organisation before it is accessible. Contact your Administrator or your Customer Success Manager if you do not see Campaigns in Workspaces or Hub.
• Once a campaign is published, its content, audience, and notification settings cannot be edited.
• Recurring campaigns are not yet supported. Each Campaign currently represents a single run.