HR admins can restrict an engagement campaign to a specific subset of employees by targeting one or more groups. When correctly configured, only members of the selected groups on the campaign start date will receive the survey.
Before You Begin
- You must have an engagement campaign in draft status. See Create an engagement campaign for setup instructions.
- You must have HR admin access. See How to assign an administrative role for engagement campaigns for role requirements.
- This feature is available on the Engage, Legacy Perform, and Total Platform pricing packages.
Steps
- Go to Surveys > Engagement.
- Click the campaign name under Draft campaigns.
- Scroll to the Campaign Details section.
- Under participant selection, click Specific groups.
- Click the Group Type you want to use to filter participants.
- Select one or more groups within that Group Type.
- Selecting multiple groups within the same Group Type uses OR logic: members of any selected group are included. - Selecting groups across different Group Types uses AND logic: only members who belong to all selected groups are included. - Example — selecting "R&D" under Teams AND "1–3 years" under Tenure includes only R&D members with 1–3 years of tenure.
- Repeat step 5–6 for each additional Group Type you want to apply.
- Click Continue to proceed to the next section of the campaign form.
- Complete the remaining campaign setup and confirm the campaign.
What You See When Complete
After confirming the campaign, the campaign detail page shows the selected groups listed under Participants. The campaign status remains Scheduled until the start date.
If Something Goes Wrong
| Issue | Check | Fix |
|---|---|---|
| No participants appear after selecting groups | The selected groups may contain no active members | Go to Admin > Groups, verify the selected groups contain active employees, then return and reselect |
| AND logic is excluding all participants | The intersection of selected groups across Group Types may be empty | Remove one Group Type filter and recheck the participant count |
| A Group Type is not visible in the selector | The group may not be configured in your account | Go to Admin > Groups and confirm the group exists and is active |
| Demographic attributes (gender, ethnicity) are not available | Demographic attributes were removed from group targeting | Use hierarchy, manager, or location attributes instead |
Not Covered Here
This article does not cover excluding employees by hire date or name. See .