Manage Campaigns

The Manage Campaigns page allows administrators to create and manage feedback campaigns for their organization.

To access the Manage Campaigns page, go to ADMIN > TOOLS > ENGAGE MANAGEMENT > MANAGE CAMPAIGNS.

Create New Campaign

To create a new feedback campaign, click the Create New Campaign button. You will be directed to the four-step campaign creation process. For more information about creating a campaign, See Create Campaign Overview.

Active Campaigns

In the Active Campaigns section, you can view all the feedback campaigns that are currently running. Each active campaign displays in its own tile, and up to two campaign tiles can display at a time. To page through additional active campaigns, you can click the navigation arrows on either side of the two displaying tiles. Each campaign tile displays the following information:

  • Name - The campaign title
  • Owner - The creator of the campaign
  • Key Dimension - The feedback type (Satisfaction, Engagement, or Commitment)
  • Distribution - The method of distribution to participants (email link, action item, or mobile)
  • Invited Participants - The number of people invited to participate in the campaign survey
  • Completion Rate - The percentage of invited users who have completed the campaign survey
  • Recurring - The frequency at which the campaign survey recurs and is given to users to complete again (N/A, Daily, Weekly, Monthly, Quarterly, Annually)
  • Status icon - Indicates the current status of the campaign (Active, Scheduled, or Draft)
  • Start Date - The date the campaign began
  • Close Date - The date the campaign will end and no longer be available to invited users
  • Campaign Options - The following options may be available for different campaigns:
    • Edit Campaign - Allows administrators to edit aspects of the campaign. Clicking the Edit option navigates you to the campaign creation workflow, where changes can be made to the campaign. Note: Some fields are read-only for campaigns in an active status.See Create Campaign Overview.
    • Copy Campaign - Allows administrators to create a new campaign by copying an existing campaign. Changes can be made to the copy without impacting the original campaign.See Create Campaign Overview.
    • Delete Campaign - Allows administrators to delete a campaign.
    • Recall - Allows administrators to recall the campaign and remove access from all invited users. The campaign will be closed, and the campaign survey cannot be completed by users. Recalling a campaign presents a warning dialogue where administrators can choose to keep or permanently delete any responses that have already been collected.

Completed Campaigns

In the Completed Campaigns section, you can view campaigns that have reached their Close Date and are no longer available for users to interact with. Up to 20 completed campaigns can display on the page at a time, and additional campaigns can be viewed by clicking available page numbers. The following information displays for completed campaigns:

  • Name - The campaign title
  • Owner - The creator of the campaign
  • Key Dimension - The feedback key dimensions (Satisfaction, Engagement, or Commitment)
  • Launch Date - The date the campaign was originally launched or started by the administrator
  • Close Date - The date the campaign ended and became unavailable to users
  • Completion Rate - A graphical representation of the percentage of invited users who completed the campaign survey
  • Options - The following options are available for completed campaigns:
    • Copy Campaign - Allows administrators to create a new campaign by copying an existing campaign. Changes can be made to the copy without impacting the original campaign. See Create Campaign Overview.
    • Delete Campaign - Allows administrators to delete a draft or completed campaign. The campaign will be permanently deleted and cannot be recovered. The campaign and all its associated data are removed from the Manage Campaigns dashboard.
    • Summary - Allows administrators to view the campaign's Campaign Summary page. See the Campaign Summary section below for more information.

Campaign Summary

The following information displays for completed campaigns on the Campaign Summary page:

  • Campaign - The campaign title
  • Survey - The survey selected for the campaign
  • Privacy - Displays whether or not the survey responses are confidential
  • Key Dimension -The feedback key dimension (Satisfaction, Engagement, Commitment)
  • Distribution - The method of survey distribution (email link, action item, or mobile)
  • Availability - The users that will receive the survey (Division, Location, Tenure, Position, Group)
  • Launch Date - The date the campaign was launched to users
  • Close Date - The date the campaign ended
  • Recurring - Displays whether or not recurrence is enabled for the campaign
  • Random Sampling - Displays whether or not Random Sampling is enabled.
  • Reminder - Displays the text of campaign Reminders (when applicable)
  • Invitations - Displays the text of campaign Invitations (when applicable)
  • Invited Participants - The number of users who were invited to provide feedback for the campaign survey
  • Completion Rate - The percentage of invited users who completed the survey

To return to the Manage Campaigns Dashboard after reviewing the campaign details, click the Back button.