Create a campaign

task brazil Updated Aug 4, 2026 1 min read create-a-campaign.md

Create a campaign to group manual, calculated, and automated metrics into a single unit for collection, review, and approval.

Before you begin

Campaigns must be enabled. For more information, see Enable campaigns.
Role required: sn_grc_metric.manager

About this task

The group, calendar, and frequency you select define the campaign's metric set. These fields can be changed during setup, but they lock once the campaign is published. A checkmark appears next to each section in the left panel once that section has at least one required record.

Procedure

Navigate to All > Operational Sustainability Management > Operational Sustainability Workspace.
From the left panel, select the List icon.
Select Metrics > Campaigns.
Select New.

On the form, fill in the fields.

Field	Description
Name	Name of the campaign.
Description	Description of the campaign.
Group	Group of metrics to include in the campaign.
Calendar	Calendar used to determine metric period dates.
Frequency	How often the campaign runs.
First run date	Date the first data collection cycle begins.

Select Save.

What to do next

Add entities to the campaign, and set a data owner, before publishing it. For more information, see Add or remove entities and metrics from a campaign.

Parent Topic:Configuring GRC: Metrics

Keywords create a campaigncampaignsmetric campaign

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---
title: Create a campaign
description: Create a campaign to group manual, calculated, and automated metrics into a single unit for collection, review, and approval.
locale: en-US
canonical_url: https://www.servicenow.com/docs/r/environmental-social-governance/create-a-campaign.html
release: brazil
topic_type: task
last_updated: "2026-08-04"
reading_time_minutes: 1
keywords: [create a campaign, campaigns, metric campaign]
breadcrumb: [Configuring GRC: Metrics, GRC: Metrics, Operational Sustainability Management \(formerly Environmental, Social, and Governance\)]
---

# Create a campaign

Create a campaign to group manual, calculated, and automated metrics into a single unit for collection, review, and approval.

## Before you begin

-   Campaigns must be enabled. For more information, see [Enable campaigns](https://raw.githubusercontent.com/ServiceNow/ServiceNowDocs/brazil/markdown/environmental-social-governance/enable-campaigns.md).
-   Role required: sn\_grc\_metric.manager

## About this task

The group, calendar, and frequency you select define the campaign's metric set. These fields can be changed during setup, but they lock once the campaign is published. A checkmark appears next to each section in the left panel once that section has at least one required record.

## Procedure

1.  Navigate to **All** &gt; **Operational Sustainability Management** &gt; **Operational Sustainability Workspace**.

2.  From the left panel, select the **List** icon.

3.  Select **Metrics** &gt; **Campaigns**.

4.  Select **New**.

5.  On the form, fill in the fields.

    |Field|Description|
    |-----|-----------|
    |Name|Name of the campaign.|
    |Description|Description of the campaign.|
    |Group|Group of metrics to include in the campaign.|
    |Calendar|Calendar used to determine metric period dates.|
    |Frequency|How often the campaign runs.|
    |First run date|Date the first data collection cycle begins.|

6.  Select **Save**.


## What to do next

Add entities to the campaign, and set a data owner, before publishing it. For more information, see [Add or remove entities and metrics from a campaign](https://raw.githubusercontent.com/ServiceNow/ServiceNowDocs/brazil/markdown/environmental-social-governance/add-or-remove-entities-and-metrics-from-a-campaign.md).

**Parent Topic:**[Configuring GRC: Metrics](https://raw.githubusercontent.com/ServiceNow/ServiceNowDocs/brazil/markdown/environmental-social-governance/configuring-grc-metrics.md)