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. Our recommended Total Engagement with Predictive Impact survey is selected by default. Use "Add Survey" to include more, or click the "X" to remove one. Learn more about survey types and how to choose the right one.
Tip
Click Preview Survey 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, so choose something that reflects the purpose or timing of the survey.
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Select participants. Choose whether to survey your entire company or target specific groups. You can also exclude individuals based on hire date or by selecting specific names, helping you focus on the right population for your survey.
On the right side of the screen, you’ll see a live count of how many participants are currently included in your campaign. Click "View participants" to open a side drawer that displays a full list of included individuals.
Note
If a new employee who meets selected participant filters is added to your 15Five account before the campaign begins, they’ll be automatically included as a participant.
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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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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
To stop a recurring campaign, wait for the current one 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.