Run campaigns
Campaigns are a process that certifies items. Before running campaigns, you must first set up a template. For more information, refer to Create or modify a template. Once you create a template, you can initiate a campaign.
After you initiate a campaign, either through the ad-hoc (one time) run under the Templates tab or through the schedule set in the template, the Certification tab displays the certification.
See it in action

To access campaigns, from the Identity Cloud admin UI, click Certification > Campaigns tab.

Every campaign has certifiers that validate the data within a campaign. These users are known as reviewers or certifiers.
View all campaigns
The landing page/modal on the Campaigns tab displays all Active campaigns.
To view campaigns that have a specific status, such as Closed or Canceled, click the Status drop-down and filter the status.
To view additional campaigns, click the caret icons at the bottom of the table. |
Campaign statuses to filter
Status | Description |
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Active |
The campaign is in progress. In the Status column, this includes the In-progress, Expiring and Overdue states.
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Expired |
The campaign expired. Identity Cloud triggers this status when you select When to Certify > When certification expires > Close open items > immediately in the template. |
Cancelled |
This campaign was canceled manually and is no longer in progress. In certain situations when there is an error creating the campaign from the template, a campaign might automatically go into this state. |
Completed |
The campaign finished as expected with no issues. |
Staged |
The campaign is staged and is not active. For more information, refer to the details section of creating a template. |
Campaign landing page columns
The campaigns listed on the landing page of the Campaigns tab consists of a table with various columns.
Field | Description | ||
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Name |
The name of the campaign. This name is generated from the template. |
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Deadline |
The campaign completion date. |
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Status |
The state the campaign is in. Refer to Campaign statuses to filter for more information. |
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Progress |
The percent complete of the campaign.
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To filter a column, click the up/down icon (where applicable). |
View details of campaign
From the Campaigns tab on the landing page, click the desired campaign to view more details.
The selected campaign includes two tabs:
Details tab
The Details tab includes graphical information about the campaign. For example, the percentage of completeness or the reviews currently in progress.
The information is broken out into various cards. The following table shows the various information by card.
Campaign details page
Card/Title | Description |
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Status |
Provides information about when the campaign expires. You can select Update Deadline to extend the duration of the campaign or Cancel Campaign.
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Campaign Details |
Shows the percentage of the campaign complete, including the number of reviews completed versus the total amount of reviews, as well as general information about the campaign:
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Users |
Pie chart. The number of new users versus previously certified users in the campaign. |
Decisions Breakdown |
Pie chart. A breakdown of the decisions made in the campaign by certifiers (certified, revoked, exception). |
Access by Application |
Pie chart. The number of accounts by application to be certified in the campaign. |
Users with no email address |
Numerical. The number of users that do not have an email address on their ForgeRock profile. |
Certifiers with no email address |
Numerical. The number of certifiers (reviewers) that do not have an email address on their ForgeRock profile. |
Access reviews tab
The Access Reviews tab contains information on the certifiers in the campaign. The certifiers could be an individual or a role. This includes the progress they have made on their reviews, as well as the ability to view the items each certifier is responsible for.
By default, the page displays the certifiers who are reviewing the access review, which is in the Active state.
To view other statuses, select the Status drop-down:
Status | Description |
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Active |
The certifier has line-items on the campaign that do not have a decision made on them. A line-item is a record for a certifier to review. For example, the user Barbara Jensen’s record that details their access to a particular application is a line-item. |
Expired |
The campaign has passed its deadline and the certifier has line-items that do not have a decision made on them. |
Completed |
The certifier has reviewed and made decisions on all the line-items assigned to them in their access review and signed off. |
You can use the search icon to search for a specific campaign by its name.
There are three columns in the Access Reviews tab:
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Certifier: The individual or users assigned to a role responsible for a part of the campaign.
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Status: The status of the campaign.
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Progress: The progress the certifier has made in their reviews.
To view the percentage and number of items that are complete, hover over the progress icon.
Click the arrow icon on Certifier to filter alphabetically (ascending or descending). |
The ellipses (…) to the right of the table shows additional features, such as forwarding a certifier’s items to another person or users assigned to a role.
To gain a detailed view of the items left for a certifier, click on their record in the table. The drilled-down view is the same view a certifier utilizes when completing their items for the campaign. For more information on this view, refer to User items. |
Cancel existing campaign
You can only cancel a campaign that is in the Active state (which includes the states Expiring and Overdue). For more information, refer to Campaign statuses to filter.
There are two ways to cancel a campaign:
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When viewing all campaigns from the Certifications > Campaigns landing page:
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Click the ellipses (…) next to the campaign.
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Click Cancel.
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Click Cancel Campaign.
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In the drill-down campaign view:
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Click into a campaign.
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Click Cancel Campaign.
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Click Cancel Campaign again in the confirmation screen.
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