Skip to content

Access Certification Flow: How to Create and Run a Campaign

Campaigns have the following stages:

  1. Campaign Template - Basic parameters from which you can create a campaign.
  2. Campaign Created and Ready to Run - Campaigns that are waiting to be run.
  3. Campaign In Progress - Campaigns in various stages of being run.

Note

For a complete list of campaign statuses, see Campaign Management.

Run a Campaign

You can run a campaign by any of the following methods:

  1. Navigate to Compliance > Access Certification > Campaign Management and select a prepared campaign. Select Run Now.

    Select + New Campaign, create a campaign, and run it. You can also save the created campaign as a template or schedule it to run later.

  2. Navigate to Compliance > Access Certification > Campaign Templates, select + New Template, and fill in the parameters.

    Select a template, then select Create Campaign. Fill in the parameters, and either select Run Now or schedule the campaign.