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Campaigns

A campaign is a named rollout of a single training version to a specific audience. Use campaigns when you need to assign a training to a known set of people with a fixed deadline.

Who this is for

Administrators (Quality Admin, HR Admin, Corporate Admin).

Screenshot pendingCampaigns list page showing several campaign cards with status badges and completion progress bars

Create a campaign​

  1. Go to Campaigns in the sidebar.
  2. Click Create Campaign.
  3. Fill in the campaign details:
    • Name - a short label that will appear on the learner's assignment list and in reports.
    • Description (optional) - provides context for administrators and appears on the campaign detail page.
    • Training - choose the training material. Better Comply pins the campaign to the currently active version at the time you create it.
    • Start date - when assignments become visible to learners.
    • Due date - when completion is expected. After this date, the grace period (if configured on the training) applies before assignments are marked overdue.
  4. Choose your audience:
    • Departments - all users in the selected departments are included. Leave empty to include all departments.
    • Locations - filter further by site or office. Leave empty to include all locations.
    • Groups - include specific user groups. Leave empty to include everyone matched by the other filters.
  5. Click Save. The campaign is created and assignments are generated immediately for everyone who matches.
Screenshot pendingCreate Campaign dialog with name, training, audience, and date fields
tip

If you need to check the list before activating, save the campaign and leave it in draft status. Activate it when you are ready for learners to see their assignments.

Campaign status: active vs draft​

Each campaign has one of two states.

StatusWhat it means
ActiveThe campaign is live. Assignments are visible to learners and count toward compliance reports.
DraftThe campaign is saved but not yet active. Learners cannot see draft assignments.

You can edit a campaign's name, description, and dates in both states. The training and version cannot be changed after the campaign is created.

Track completion​

Open any campaign to see its detail page.

Screenshot pendingCampaign detail page showing the completion progress bar, status breakdown cards, and the assignments table

The detail page shows:

  • Completion rate - the percentage of assigned learners who have finished the training.
  • Status breakdown - counts of completed, in progress, not started, and failed or expired assignments.
  • Assignments table - one row per learner with their current status, assigned date, and completion date (when done). Use this to identify who is behind and follow up individually.
note

The completion percentage only counts assignments in this campaign. A learner who completed the same training through a different campaign or an assignment rule appears as "not started" here until they complete the version linked to this campaign.

Edit a campaign​

  1. Open the campaign from the Campaigns list.
  2. Click Edit.
  3. Change the name, description, start date, or due date.
  4. Click Save.

Changing the due date does not re-trigger overdue calculations retroactively; the new date applies going forward.

Delete a campaign​

warning

Deleting a campaign removes all of its assignments. Learners who were in progress lose their progress records for this campaign. Completed evidence records are preserved (they are stored separately and cannot be deleted), but the deleted assignment will no longer appear in reports.

  1. Open the campaign from the Campaigns list.
  2. Click Delete.
  3. Confirm the deletion in the dialog.

View all assignments​

The Assignments view (accessible from the sidebar or a link from the dashboard) shows every assignment across all campaigns and assignment rules. You can filter by status, department, location, or training and search by learner name or email. This is useful when you need to check on a specific individual rather than a specific campaign.