Create a targeted engagement campaign

As you create an engagement campaign, you can choose to make it "targeted" — meaning it will be sent only to specific people. Targeted engagement campaigns allow you to hone in on particular subsets of your organization, ensuring that the feedback you gather is relevant and actionable. This approach is highly beneficial when you want to address the unique needs and experiences of different groups within your company. By filtering participants, you can tailor your surveys to collect meaningful insights from the right employees, making your engagement initiatives more effective and strategic.

In this article, you will learn...

• How to create a targeted campaign
  • Target a specific group/specific groups
  • Exclude based on hire date
  • Include or exclude specific individuals

Create a targeted campaign

As you go through the process of creating an engagement campaign, you can make it targeted using the steps below.

1. Create the engagement campaign by following these steps. If you've already begun drafting the campaign, you can access it by clicking Engagement in 15Five's main, left-hand navigation and clicking on its name in the "Draft campaigns" section.
   
2. In the "Campaign Details" section towards the top of the creation form, you'll be asked to decide which employees you would like to include in the campaign. By default, all users in the Engage system are assigned as participants, and new employees added until the start date will be automatically included in the campaign.
   
3. Refer to the relevant section below based on who you want to target in the campaign.
   
   Target a specific group/specific groups

   Focus your survey on particular teams or departments to gain insights into their unique challenges and strengths, allowing for more targeted interventions. You can also target employees at different points in their journey, such as new hires, to understand how engagement evolves and to address any early concerns.

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   Note

   Trending results data for campaigns that target specific groups will only be available if your organization has run multiple campaigns targeting those groups. For example, if a group was included in a previous campaign that included the entire company and is then included in a targeted campaign that only includes that group, trending results data will not be available.

   1. Check the box next to "Specific groups of employees."
      
   2. Select the group(s) you want to target in the campaign. Groups are organized by Group Types, and both inclusive (OR) and exclusive (AND) criteria are available.
      
      • Inclusive (OR) Criteria: If you select more than one group/attribute within the same group type, members of all selected groups will be included in the campaign. For example, if you select both the "Corporate Marketing" and "Customer Marketing" groups within the "Departments" group type, all members of both departments will be included in the survey.
        
      • Exclusive (AND) Criteria. If you select groups/attributes across different group types, only people who belong to all selected groups/attributes will be included in the campaign. For example, if you select the "Customer Marketing" group within the Departments group type and "3-5 years" in the Tenure attribute, only members of the Customer Marketing group with a 3-5 year tenure will be included in the campaign.
        
        
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        Note

        Campaign participants will only include people who are in selected groups when the campaign begins (i.e. on the start date). All participants will "lock in" once the campaign begins.

   Exclude based on hire date

   Exclude employees who are too new to provide meaningful feedback, ensuring that your engagement data is more reflective of the experiences of established team members.

   1. Check the box next to "Exclude employees by hire date."
      
   2. Select the hire date criteria for excluding employees from the campaign. You can choose a specific hire start/end date or set a hire date range to exclude. Employees who meet the selected criteria will not be included as campaign participants.
      

   Include or exclude specific individuals

   If there are folks in your organization who you don't want to take part in an engagement campaign, or individuals who meet exclusion rules who you want to fill out an engagement survey, add their names to the "Exclude" or "Include" sections (respectively).

   
4. When you're done, finish creating and confirming your engagement campaign. It will be sent out to selected participants on your selected start date/time.

Frequently Asked Questions (FAQs)