Ready to launch an engagement campaign and hear directly from your people? This article walks you through the step-by-step process of creating an engagement campaign in 15Five — from selecting the right surveys and participants to setting your schedule and launching with confidence.
In this article, you will learn...
Access and availability
⛔️ Required access to the Campaigns Dashboard.
👥 This article is relevant to HR Admins.
📦 This feature is available in the Engage, Legacy Perform, and Total Platform pricing packages.
Tip
Want the big picture? Check out our Quick Launch Guide for Engagement Campaigns! It outlines everything you need to prepare, set up, and launch your engagement campaign, with links to helpful resources along the way.
How to Create an Engagement Campaign 🧑💻
- Click Surveys in 15Five's main, left-hand navigation, then select Engagement.
- You're now on the Campaigns Dashboard. From here, click "Create campaign" in the top, right-hand corner of the page.
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Select surveys. Choose which surveys you want to include in your engagement campaign. Add surveys by clicking Add Survey, or remove a survey from the campaign using the X button.
Tip
For access to full reporting capabilities, we recommend using our Total Engagement with Predictive Impact survey. Learn more about available survey options →
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[Optional] Preview the campaign. Click Preview Surveys to see exactly what participants will experience. You’ll also see an estimated completion time displayed at the bottom of this section.
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Name your campaign. Enter a clear, recognizable name for your engagement campaign. This name will appear to anyone with access to the results.
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Select participants. Choose to survey your entire company or specific groups, and optionally exclude individuals by hire date or name. A live participant count appears to the right—click View participants to open a side drawer that displays a full list of included individuals.
Note
Newly added employees who meet your selected participant filters will be automatically included in the campaign as long as they are active in 15Five. If someone is invited to 15Five but hasn’t accepted their invitation, you’ll need to take additional steps to make them eligible for participation. Learn how →
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Select a feedback filter. To help protect participant confidentiality, open-ended survey responses can only be filtered by one group type (e.g., by department, location, or manager). Use this setting to choose how you'd like to view and segment written responses in survey results.
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Choose how results should be released. Decide whether engagement results should be released automatically to everyone with access or managed through a controlled release.
Learn more about options for releasing results
- Release automatically: Results will be shared with all users who have visibility as soon as the campaign ends and data is processed (typically within 2 hours).
- Controlled release: Only HR Admins will be notified when results are ready. You’ll then manually select which individuals receive access and when, helping ensure the right context or support is in place before results are widely shared. Learn more →
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Set your survey dates. Select the start date (when the survey will be sent to participants) and the end date (when the survey closes and results become available). If needed, you can adjust the end date at any time while the survey is active.
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Set campaign recurrence. Decide if you want the campaign to repeat automatically. By default, it’s set to recur every 90 days, but you can change the frequency or turn it off.
Note
If you decide you don’t want your current campaign to repeat, wait for it to end, then delete the next auto-generated campaign. This will prevent future repeats without losing your campaign data.
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Choose notification type. Select how participants will receive notifications about the engagement campaign: email, SMS, both, or neither.
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Customize your notification schedule. Five notifications — including the initial invite and a series of reminders — are automatically scheduled based on your campaign’s start date. Here, adjust the timing of each message, add extra notifications by clicking "Add notification," or remove a notification using the trashcan icon to its right. Only participants who haven’t responded will receive the reminders.
Tip
Use the "Send test notification" option to preview your message and confirm it's being delivered successfully.
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Review and confirm your campaign. Once you’ve reviewed your settings, click "Confirm campaign." A pop-up will appear asking you to confirm. Click "Confirm campaign" again to finalize and create your campaign.