Create/Edit Campaign - Survey

Use the Survey page to select the feedback survey that is sent to users. You must create the survey you wish to use before creating the campaign. See Engage Library.

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

Survey

The survey selected on this page will be sent to users when the campaign is deployed. Only one survey can be selected per campaign. To select a survey:

  1. Click the Select Survey button. The Add Survey pop-up window appears.
  2. Select the radio button next to the survey you want to associate with this campaign.
  3. Click the Save button at the bottom of the pop-up window.

If needed, you can click the Change Survey button to pick a different survey.

Preview Campaign

After selecting a survey, administrators can preview the campaign survey before it is launched. The preview displays the campaign as a user would see it. To preview the campaign:

  1. Select a survey to preview.
  2. Click the Preview campaign button. The Preview Campaign pop-up window appears.
  3. If necessary, click Next to view additional survey pages.
  4. At the end of the preview, click the Close Preview button to close the pop-up window.

You can click the Close Preview button at any time during the preview.

Cancel/Next/Previous/Save Draft

  • Click the Cancel button to close the page.
  • Click the Next button to advance to the Invitation 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.