Engagement Admins can exclude a specific individual from receiving a single engagement campaign during survey creation. When complete, the excluded individual's name appears in the exclusion list within the campaign draft and they will not receive a survey invitation for that campaign.
Before You Begin
- You must have the Engagement Admin role in 15Five.
- The campaign must be in draft status. You cannot add exclusions after a campaign has launched.
- Engagement is available on the Engage, Legacy Perform, and Total Platform packages.
Steps
- Go to Surveys > Engagement in the left-hand navigation.
- Click the campaign name in the Draft campaigns section.
- Scroll to the Who do you want to participate? section.
- Check the box for Select specific individuals to exclude from receiving this campaign.
- Type and select the name of each individual you want to exclude.
What Correct Completion Looks Like
Each excluded individual's name appears in the exclusion field beneath Select specific individuals to exclude from receiving this campaign. They will not receive an invitation email when the campaign launches.
If Something Goes Wrong
| Issue | Check | Fix |
|---|---|---|
| The exclusion option is not visible | Confirm the campaign is in draft status, not active or scheduled | Exclusions can only be set before launch — create a new campaign if the current one is already active |
| A person's name does not appear in search | Confirm the person has an active 15Five account | Ask your IT Admin to verify the user's account status in People settings |
| The individual still received an invitation after being excluded | Confirm their name appears in the exclusion field before launching | If the campaign has already launched, use Resend an engagement survey invitation to manage participation, or contact 15Five Support |
Not Covered Here
This article does not cover excluding an individual from all engagement campaigns globally. See Globally exclude an individual from all engagement campaigns.
Related Articles
- Globally exclude an individual from all engagement campaigns
- Review engagement campaign details before launch
- View Engagement Campaign Participants
- Make an Invited User Eligible for Engagement Survey Participation
- Resend an engagement survey invitation
- How to assign an administrative role for engagement campaigns