Create an engagement campaign

This article walks through how to create an engagement campaign using 15Five's Engagement feature. Running engagement campaigns is a critical component of your yearly cycle of understanding your employees so that you can effectively lead and foster their health and thriving.

In this article, you will learn...

How to create an engagement campaign

Access and availability

⛔️ Required access to Engagement and the Campaign page.
👥 This article is relevant to Engagement admins.
📦 This feature is available in the Engage, Legacy Perform, and Total Platform pricing packages.

15Five offers two options for creating engagement campaigns: express surveys and manual surveys. Express surveys allow you to quickly launch an engagement campaign matching your organization's default settings and using our most popular survey options. When launching a manual survey, you will be taken through the full process of customizing campaign settings and adding surveys to your campaign.

Click Engagement in 15Five's main, left-hand navigation.
You'll land on the Engagement Overview page in 15Five. From here, click Go to Engage to open the Engage Portal.
Click +Add Campaign in the top, right-hand corner of the page to open the 'Campaign Details' page.
The first section of the Campaign Details page is "Campaign Details". In this section, you can customize basic details about the campaign.
Select a name

If desired, select a different name for your campaign.

Select campaign participants

Use this section to select which employees you want to receive the engagement survey. 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.

You have the option to exclude employees by hire date or name and/or create a "targeted" campaign for only members of specific groups. Learn more.

✏️

Note

Due to confidentiality standards for engagement surveys, you must include at least 3-5 participants in the campaign to have access to results.
Decide whether or not you want the campaign to repeat
Finally, you can select whether or not you'd like the campaign to repeat. By default, surveys are set to repeat every 90 days, but you can update the preferred cadence for the organization by going to Settings > Assessment Settings. Here, you can choose not to repeat the survey, or change how often you want it to repeat.
✏️

Note

Stopping a Recurring Campaign:

When you set up a recurring campaign in Engage (like a campaign that repeats every 90 days), the system automatically creates the next campaign as soon as the current one ends. If you want to stop these recurring campaigns, here’s what you need to do:

Wait for the current campaign to finish.

Once the system creates the next campaign, go in and delete that new campaign.

Deleting this next campaign will stop the recurring campaign. The system won't automatically create any more campaigns after that.

This method keeps the settings and data from your original campaign intact while stopping future automatic campaigns.

Admin Notifications and Rescheduling Surveys:

Whenever a new campaign is set to repeat, Engagement Admins and Organization Admins will get a reminder 30 days before the next campaign starts. At that point, you have two options:

You can let the campaign run as scheduled.

Or you can reschedule the campaign to a different date that works better for your organization.

This notification gives you a chance to adjust the campaign timeline to better suit your team’s needs.
The next section of the Campaign Details page is "Surveys." Here, you can customize which surveys you want to include in your engagement campaign and other campaign settings.

Add surveys to your campaign

Add a survey by using the 'Select a survey' dropdown menu and clicking Add.

Added surveys will appear in the list at the bottom of the 'Surveys' section. From here, you can use the six dots to the right of a survey name to drag and drop surveys in the order you'd like them to appear to participants.

Preview what your campaign will look like

To preview what the engagement campaign will look like to participants, click Preview Survey in the top, right-hand corner of the survey list.

Select a feedback filter

In this section, you can select a feedback filter. To protect the confidentiality of survey participants, open-ended question answers collected from any survey in a campaign can be filtered by one group type. Use this section to select the group type you would like to view comments by.
The last section of the Campaign Details page is "Campaign schedule and reminders." In this section, you can customize milestones and notifications.

Select a start and end date/time

Use the date/time fields to customize when the campaign will be sent to participants and when responses will be cut-off.

Customize notification type

Next, select how you want notifications to be sent to participants. Options are email, SMS, email and SMS, or none.

Customize when notifications are sent out

Here, you can customize the date and time that notifications will go out to participants. When you set the start date for your campaign, we will automatically add dates and times for the 5 notifications, which employees will get at the scheduled time. This is the default and recommended cadence, and organizations using this cadence average an 82% response rate. Only non-respondents will receive reminders.
Confirm the campaign. Once you're satisfied with your settings, click Confirm at the bottom of the page.

A popup will appear that contains your selected settings. When you're ready, click Confirm Campaign.
Make changes before launch. If you need to make any changes before the campaign launches on the start date, click Unconfirm.
The campaign will be sent to participants on your selected start date/time.

Express surveys allow you to quickly launch an engagement campaign that contains one of our three most popular and science-backed engagement surveys. Settings for the survey will match those in your organization's default settings. If desired, you can change these settings and add additional surveys to your campaign by clicking Customize survey during express survey creation (see step #6).

Click Engagement in 15Five's main, left-hand navigation.
You'll land on the Engagement Overview page in 15Five. From here, click Go to Engage to open the Engage Portal.
We offer three options for quick-launch campaigns: 1) Engagement w/ Drivers, 2) Engagement-only, or 3) Manager Effectiveness. Select the campaign you want to run.
- The Engagement w/ Drivers survey contains the 7 statements that make up the Engagement score, as well as 51 driver-specific statements.
- The Engagement-only survey contains only the 7 statements that make up the Engagement Score.
- The Manager Effectiveness Survey contains the 8 manager competency statements that can be incorporated into 15Five's new Manager Effectiveness Indicator feature (coming soon!).
A popup will appear that allows you to select survey settings.
Select a survey launch date.
[Optional] If you'd like to customize survey settings or add additional surveys to your campaign, click Customize Survey. The process of customizing a survey is covered in the 'Manually' tab of this article.
Click Schedule Now.
You'll be taken to the Campaign Details page to confirm your survey settings. If you need to make any changes, click Unconfirm.

Create an engagement campaign

Access and availability