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Campaign settings are across three tabs ‘What to Review’, 'Who Reviews”, and “Campaign Options”.

If a campaign has already been generated and is the Preview state, changes to certain settings will affect the items in review or how they are assigned, and therefore will require regeneration of the campaign. If this is the case, changing the setting will result in a popup showing that you need to regenerate to see the effect of the change. Click “Regenerate Campaign” to do this.

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What to Review tab

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Who Reviews tab

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You can customize the message sent out to reviewers when the campaign is launched. The campaign can be programmed to automatically send out email notifications to reviewers whose reviews are overdue, or to escalate them to the reviewer’s manager. To enable and control these features, click the Edit link for Email Notifications.

Changes to email notifications will generally not require regeneration.

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The custom message at the top will be incorporated into notifications sent to reviewers when the campaign launches, letting them know they have a review to do. The campaign can also send automated reminders some number of days after the campaign starts or some number of days before it is due to end. (Note that in the second case, if the campaign’s end date is less than this number of days in the future, the reminders will go out immediately!)

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