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 |
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:
- Click the button. The Add Survey pop-up window appears.
- Select the radio button next to the survey you want to associate with this campaign.
- Click the button at the bottom of the pop-up window.
If needed, you can click the
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:
- Select a survey to preview.
- Click the button. The Preview Campaign pop-up window appears.
- If necessary, click to view additional survey pages.
- At the end of the preview, click the button to close the pop-up window.
You can click the
button at any time during the preview.Cancel/Next/Previous/Save Draft
- Click the button to close the page.
- Click the See Create/Edit Campaign - Invitation. button to advance to the Invitation step.
- Click the button to return to the previous page.
- Click the 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 button on the Confirmation step.