Create/Edit Campaign Overview

Creating a campaign allows you to send a survey to users at a selected frequency, which enables you to gather data on employee satisfaction, engagement, and commitment on an ongoing basis. Response trends over time allow organizations to make informed decisions and ensure they are fostering a positive and productive workplace.

To access campaigns, go to admin > tools > Engage management > Manage Campaigns.

  • To create a new campaign, click the Create New Campaign button.
  • To edit a campaign, click the Edit Campaign button for an existing campaign.
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

You use the following pages to create or edit a campaign:

  1. General - Basic information about the campaign, such as name, key dimension, how it will be distributed to users, and how often it is deployed. See Create/Edit Campaign - General.
  2. Survey - Select the feedback survey that is sent to users. See Create/Edit Campaign - Survey.
  3. Invitation - Configure the email options for you campaign if the survey will be accessed via an email link. See Create/Edit Campaign - Invitation.
  4. Confirmation - Review the campaign settings and launch the campaign or save it as a draft to launch later. See Create/Edit Campaign - Review/Launch Confirmation.