The following sections provide information on managing campaigns for Access Certification.
The following procedure explains how to add a new campaign.
To add a new campaign
On the Campaigns page, to add a new campaign use one of the following options:
Click Next to save the campaign and close the dialog.
After closing the dialog you will be redirected to the Scope tab for the campaign.
On the Scope tab, select one of the following tiles which summarizes the question that will be answered by running the campaign.
The Scope tab will update to allow you to configure the specifics of the campaign. If necessary, you can use Change Campaign Type to change your selected question.
The following procedure explains how to run a campaign once you have completed Uploading data and Adding a new campaign.
To run a campaign
On the campaign's information pages, click Run Campaign.
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NOTE: If there are any errors that have been found in the data that need to be addressed before you are able to run the campaign, you will be unable to click this button. If that occurs, check the What if tab which provides information on the errors currently preventing the campaign from running. |
Click Run, start sending invites to start the campaign.
The first time a campaign is run, a new Results tab will appear on the campaign's information pages listing the start date of the campaign and approvers will see the campaign listed on their My Approvals page. Each time the campaign has been run the Results tab will update to display information for each campaign run. Approvers will also receive an email letting them know that a campaign has been run for which they have pending approval work. A Starling invitation will also be sent to new approvers that have been identified as having approval work for the campaign. For information on the approval portion of the campaign, see Approving campaign results.
The following procedure explains how to duplicate an existing campaign.
To duplicate a campaign
After making any desired changes to the campaign name, click Create Campaign.
The duplicated campaign will now appear listed on the Campaigns page.
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