Acknowledgment Campaigns
Campaigns distribute policies to users and track their acknowledgments. A campaign links a policy document to specific users or groups, sets deadlines, and automatically sends notifications. Once published, users receive the policy in their My Workspace and can acknowledge it, with all activity tracked for compliance purposes.
Policies must be created in Policy Controls before they can be used in campaigns.
Creating a campaign
Enter campaign details
Navigate to Policy Attestation → Campaigns → Create Campaign and configure:
| Field | Required | Description |
|---|---|---|
| Name | Yes | Descriptive name (e.g., “Q1 2026 Security Policy Acknowledgment”) |
| Description | No | Purpose and context for the campaign |
| Policy | Yes | Select the policy document to distribute |
Set campaign dates
Choose to Start Immediately or select a specific start date. Set an end date or specify a duration in days, weeks, or months.
Assign users or groups
Click Add Users/Groups to assign individual users and/or groups from your identity provider. You can assign both to the same campaign.
Configure notifications
| Setting | Default | Description |
|---|---|---|
| Send Welcome Email | Enabled | Notify users when enrolled |
| Reminder Interval | 3 days | How often to send reminders |
| Days Before Due | 2 days | Send urgent reminder before deadline |
| Send Completion Email | Enabled | Confirm when user acknowledges |
| Custom Message | — | Optional message to include in emails |
Save and publish
Click Create Campaign to save as a draft. Click Publish to send the policy to assigned users — welcome emails go out and the policy appears in each user’s My Workspace.
Campaign statuses
Campaigns have three statuses: Draft (created but not published), Published (active, policies sent to users), and Archived (ended, no new acknowledgments accepted).
Advanced campaign settings
Three optional settings control campaign behavior: Require View Before Acknowledgment forces users to open the policy document before they can acknowledge it. Allow Late Acknowledgments lets users acknowledge after the campaign end date. Auto-End Campaigns automatically archives the campaign at the end date.
User acknowledgment process
When assigned to a campaign, users receive an email notification and see the policy task in My Workspace with a “Policy Acknowledgment” badge. The task shows the policy name, campaign name, due date, and current status.
Users can view the policy PDF online or download it for offline reading, then click Acknowledge to confirm they have read and understood it. If the campaign requires viewing before acknowledgment, the system tracks when the document is opened.
Every acknowledgment is recorded with a timestamp, IP address, and user agent information for compliance and audit purposes. Once acknowledged, the action cannot be undone.
Task status indicators: Pending (not yet acknowledged), Acknowledged (completed), and Overdue (past the deadline without acknowledgment).
Reports and analytics
The reports dashboard tracks four key metrics: Total Campaigns, Completion Rate (percentage of users who have acknowledged), Average Completion Time, and Overdue Items.
Report sections
Summary Cards provide a high-level compliance overview. Department Breakdown shows completion rates by department with progress bars. Campaign Performance compares individual campaign metrics. Trends show monthly activity, acknowledgment volume, and completion rates over time.
Export options
Export reports as PDF (formatted for stakeholders), Excel (for pivot tables and custom analysis), or CSV (for import into other systems). Filter by date range, campaign, or department.
Settings
Module-level settings serve as defaults for new campaigns and can be overridden at the campaign level.
Notifications — Enable or disable email and SMS notifications, configure reminder schedules, and set escalation thresholds.
Campaigns — Set defaults for view-before-acknowledge, late acknowledgments, auto-end, and default campaign duration.
Compliance — Configure data retention periods, audit logging, IP address tracking, and user agent tracking.
Email Templates — Customize welcome, reminder, completion, and escalation email templates. Use placeholders like {campaignName}, {policyName}, and {dueDate} for dynamic content.
Escalation — Configure escalation recipients, thresholds, and auto-escalation rules for overdue acknowledgments.
Best practices
Set realistic deadlines that give users sufficient time to read policies. Use clear campaign names that indicate the policy and timeframe. Configure reminder intervals that balance urgency without overwhelming users. Monitor acknowledgment rates and adjust notification settings if completion is low. Export reports regularly for audit documentation and compliance records. Test campaigns with a small group before rolling out organization-wide.