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...

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.


Create an engagement campaign

15Five offers two options for creating engagement campaigns: express surveys and manual surveys. 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. When launching a manual survey, you will be taken through the full process of customizing each survey setting and adding surveys to your campaign.

Using Express surveys Manually
  1. Click Engagement in 15Five's main, left-hand navigation.
    Engagement.png
  2. You'll land on the Engagement Overview page in 15Five. From here, click Go to Engage to open the Engage Portal.
    Go-To-Engage.png
  3. 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.
    Express-Survey-Options.png
    • 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!).
  4. A popup will appear that allows you to select survey settings.
  5. Select a survey launch date.
    Select-Express-Survey-Launch-Date.png
  6. [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.
    Customize-Survey.png
  7. Click Schedule Now.
    Schedule-Now.png
  8. You'll be taken to the Campaign Details page to confirm your survey settings. If you need to make any changes, click Unconfirm.
    Unconfirm.png

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