Create/Edit Campaign - Invitation

Use the Invitation page to configure the email options for you campaign if the survey will be accessed via an email link. If you opted to deploy the campaign only via Mobile during the General step of the campaign creation process, the Invitation step is SKIPPED. Email options can only be configured for surveys being deployed to users via email. If the campaign is being deployed via mobile application, you will be navigated from the Survey step to the Launch step. See Create/Edit Campaign - Review/Launch Confirmation.

PERMISSION NAME PERMISSION DESCRIPTION CATEGORY
Engage - Administration Grants access to both the reporting and campaign dashboards in Engage. This permission also grants access to the Engage Library where administrators can create the components of an Engage campaign. This is an administrator permission. This permission cannot be constrained. Engage - Administration
Engage - Create Campaign Grants access to the Manage Campaigns page. Users with this permission can create new campaigns. Administrators with this permission can only act on (i.e., edit, copy, recall) campaigns that they have created. The constraints on this permission control who the administrator can select for a campaign in the Availability field. This permission can be constrained by OU or User's OU. Engage - Administration

Invitation

Once the administrator navigates to the Invitation step, they can configure the Email Invitation and, if needed, the Email Reminder for the campaign. With the exception of the configurable fields on this page, Engage Invitation and Reminder emails are sent as configured in Email Administration as templates.

Email Invitation

In the Email Invitation section, configure the following fields:

  • Invitation Subject - Enter the text that will display as the email subject when the Engage invitation email is sent to users. If a subject is entered here, this subject overrides the default subject configured in the Email Administration template.
  • Additional Instructions - If the ENGAGE.ADDITIONAL.INSTRUCTIONS.TAG tag is being used in the Engage Invitation email template, administrators can use the Additional Instructions field to provide additional text which will then be substituted for the tag in the email body.

Email Reminder

To enable Engage reminder emails, toggle the Email Reminder switch to the On position. The section refreshes and allows the administrator to populate the following fields:

  • Start sending reminders - Enter the number of days after the campaign launch that a first reminder email will be sent to users.
  • Frequency - Specify the frequency at which reminders will be sent. Available frequency options include:
    • Once
    • Weekly
    • Monthly
  • Stop sending reminders - Enter the number of days post-launch after which email reminders will no longer be sent.
  • Reminder Subject - Enter the text that will display as the email subject when the Engage reminder email is sent to users. If a subject is entered here, this subject overrides the default subject configured in the Email Administration template.
  • Additional Instructions - If the ENGAGE.ADDITIONAL.INSTRUCTIONS.TAG tag is being used in the Engage Reminder email template, administrators can use the Additional Instructions field to provide additional text which will then be substituted for the tag in the email body.

Cancel/Next/Previous/Save Draft

  • Click the Cancel button to close the page.
  • Click the Next button to advance to the Confirmation step. See Create/Edit Campaign - Invitation.
  • Click the Previous button to return to the previous page.
  • Click the Save Draft button to save your campaign without deploying. The campaign settings are saved and can be accessed later from the Engage Admin Console. When the campaign is ready, you can return to the campaign creation process for the campaign and click the Launch Campaign button on the Confirmation step.