Running a Campaign

You can run a fully configured Campaign at the time that you create the Campaign or any other time or schedule the Campaign to run automatically on a specified date.

Running the Campaign

You can manually trigger a fully configured Campaign right after you create the Campaign or at a later time.

To manually trigger the Campaign

1. Open Summary step 4 of the Campaign wizard, and on the bottom right of the screen, click the Run Campaign button. The following occurs:
   • The Run Campaign button becomes disabled. When the Campaign starts running (this may take a few moments) the Campaigns page opens with In Progress under the Status column and the date and time under the Start Date column.
   • The Campaign sends a message to each Approver resulting from the Campaign query via the Message Method selected in Message and Response step 2 of the Campaign wizard. The message includes the Message Content configured in this step and a link labeled Click here to approve or revoke each individually to the external approval form (one per Campaign). Learn more about the external approval form and how the Approver (manager) uses it to approve/revoke access to/from their users for each application.
   • As the Approvers respond via the external approval form, the following occurs in Axonius:
     • The Campaigns Approval custom field in each User's asset profile is updated with the Approver's response, i.e., application was approved or revoked. Learn more how to view the responses in the User Asset Profile. This occurs for all Approve and Revoke (whether configured as Update in Axonius or Revoke) responses.
     • When Revoke is configured as Revoke, for each User whose access to Applications has been revoked by the Approver, a Revoke enforcement action is automatically selected according to the adapter connection selected in the query, and runs to remove the permissions to the applications from those users. For example, for a query with an Okta adapter connection, the Revoke action is Okta Suspend User.
     • Responses for each user per application (Approved/Revoked) are logged in the Campaign's Run History. For Revoke actions configured to actually revoke the permissions from the User, the results of the Revoke enforcement action are also displayed in the Run History under Result.

Scheduling the Campaign

You can schedule a Campaign to run at a later date and time, provided that the date precedes the configured End Date of the Campaign.
When the Start Date arrives, the Campaign runs automatically, just like a manual run.

To schedule the Campaign

1. In the Summary screen, click the Down arrow near the Run Campaign button to open the Schedule Campaign button.
2. Click the Schedule Campaign button.
3. In the Schedule Campaign dialog that opens, click Select Date, and in the calendar that opens, select a date to run the Campaign. The selected date appears in the dialog.

4. Click the Schedule Campaign button. A popup notifies of the scheduled date for the Campaign. The Campaigns table opens with the Status of the Campaign Scheduled, and the Start Date, the selected date.

Viewing Responses in User Asset Profile

The Axonius - Add Custom Data to Assets enforcement action updates each Approver response in each User's Campaigns Approval Axonius custom field. You can view the response in the user's Asset Profile under Custom Data in the Campaigns Approval custom field.
For example: