Create Campaign - Survey

The Survey step of the campaign creation process allows you to select the feedback survey which will be sent to users. You must create the survey you wish to use before creating the campaign. See Engage Library.


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 with the 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.

Save Draft

To save your campaign without yet deploying, click the Save Draft button. The campaign settings will be 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.


After populating and selecting all the General Settings, click the Next button to advance to the Invitation step. See Create Campaign - Invitation. Note: To return to a previous step in the campaign creation process, you can click the previous button.