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Campaign Templates

Table of Contents
Adding a New Campaign #
  • Navigate to Campaign Templates in the left-hand menu and select the Add button.
  • A new menu will appearwhere you can view created templates, search for and select.
  • Enter Template Name.
  • Choose a Description to identify the Campaign.
  • Select either Active or Inactive or both to designate status of users to be pulled into the review

User Status Use Case: If the System of Record has status information, campaigns can selectively choose active or inactive users to be pulled into a review. Selecting Inactive users is an easy way to answer the question “who is inactive in my HRIS/SOR, yet still has access to our applications?”

  • Under Applications select which applications will be brought into scope for the review. Selected applications will populate below. Confirm and Save.

You’re now ready to customize your campaign using your newly created template!

See instructions for campaign customization here.

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