How to Deliver a Policy to Users

Jun 4, 2025 | FAQ, Policy, Version 3.5

How to Deliver a Policy in the Drip7 Platform

This guide outlines the process for sending out a policy to the Drip7 platform, enabling organizations to integrate and track policy acknowledgment. The process is straightforward and leverages Drip7’s content management system.

 

Step 1: Access the Drip7 Admin Dashboard

  • Log into the Drip7 platform using your admin credentials on a desktop computer.
  • Navigate to the policy management section, labeled “Policies” in the admin dashboard.

 

Step 2: Access Policy Delivery

  • In the “Policies” tab, verify the policy content is finalized, as it will be accessible to users for acknowledgment or reference.
  • In the “Delivery” tab, preview a schedule of outgoing policies.

 

Step 3: Schedule Policy Delivery

  • Click on “Assign Policy” in the top right corner to bring up the delivery pane.
  • Choose the desired policy, rename the policy delivery if needed (ex. “CYBER AWARENESS Cyber Policy Refresher”).
  • Adjust the audience to reflect the desired policy recipients.

 

Step 4: User Acknowledgement and Tracking

  • After saving your delivery preferences, the policy will be deployed to users as a “question” in the platform. They will have the option to either Acknowledge or Review the Policy later, along with saving and downloading the document.