Create a New Template

1. Navigate to Compliance > Access Certification > Campaign Templates.

2. Select +New Template.

   The Create Template screen displays, and includes the same steps in the same order as the Create Campaign steps.

3. Select Save. The Save fields displayed in the Create Template process differ from the Save fields displayed in the Create Campaign process.

Follow the process steps described in creating a campaign, from General Details to Save.

When you reach the Save step, the Save tab is highlighted and the tab fields display.

You may save the template with or without a schedule.

• Save the new template without a schedule by leaving the Enable Schedule checkbox unchecked.

• Save the new template with a schedule by checking the Enable Schedule checkbox, and then type or select the relevant data in the following fields:

  • Frequency Type - Select Monthly or Yearly from the drop-down menu.

  • Starts On - Select the calendar icon to the right of this field and select a start date from the calendar that displays.

  • Ends On - Select either the Never or On radio button.

    • To make the selection available indefinitely, select Never, and the end date selection will not be enabled.
    • To make the selection available for a set period, select On, then click the calendar icon to the right of this field, and select an end date from the calendar that displays.

  • Interval Of - Type the number of months or years (depending on the Frequency Type selection) to indicate how often to schedule the template.

  • Summary - This field summarizes the selections made in the previous fields (for example, "every 2 months on [start date] until [end date]").

  • Time - Use the up and down arrows to select a schedule time, based on the 24-hour clock (for example, 1:05 p.m. displays as 13:05).

  • Run the campaign manually (not on a set schedule) by leaving the Campaign will run automatically on the set schedule checkbox unchecked.

  • Run the campaign automatically on the set schedule by checking the Campaign will run automatically on the set schedule checkbox.

Note

All campaigns created from this template and set to run automatically will continue to run until they are reset manually.

1. Select Save.

   An Information pop-up window displays to indicate that the template has been saved successfully, and a task is created to create the template.

   A Template Management link displays to redirect you to the Campaign Templates screen to view the template. Alternatively, view the campaign by navigating to Compliance > Access Certification > Campaign Management.

Editing or Duplicating the Template

• Edit the template to make changes to an existing template.
• Duplicate the template to create a new template based on an existing one with some changes, if needed.