Organizing with Campaigns
Creating recurring audit campaigns, tracking compliance over time
3 min read•Article 5 of 7 in Assessments
Organizing with Campaigns
Campaigns help you manage recurring audit cycles, making it easy to track compliance trends over time.
What Are Campaigns?
A campaign represents a recurring audit program. For example:
- •Quarterly security assessments
- •Annual SOC 2 audits
- •Monthly vendor risk checks
Campaigns link multiple assessment cycles together, showing how compliance evolves.
Creating a Campaign
1.Navigate to Campaigns in the sidebar
2.Click New Campaign
3.Configure the campaign:
- Name — A descriptive campaign name
- Template — The assessment template to use
- Frequency — How often assessments recur (monthly, quarterly, annually)
- Description — Campaign purpose and scope
Campaign Benefits
- •Trend tracking — See compliance scores change over time
- •Consistency — Use the same template across cycles for comparable results
- •Automation — Streamline the creation of recurring assessments
- •Historical view — Access past assessment results in context
Managing Campaigns
From the campaign detail page:
- •View all assessment cycles
- •Compare scores across cycles
- •Track improvement or regression
- •Generate trend reports
Tips
- •Align campaign frequency with your compliance calendar
- •Use the same template version across a campaign for fair comparisons
- •Review trends after each cycle to identify areas needing attention