Admins can update several settings in an active engagement campaign without stopping or restarting it. This article lists what can be changed and links to dedicated instructions for each task.
Required access: Campaigns Dashboard Roles: HR Admin Plans: Engage, Legacy Perform, Total Platform
Before You Begin
- You must have access to the Campaigns Dashboard. See How to assign an administrative role for engagement campaigns if access is missing.
Open the Campaign for Editing
- Go to Surveys > Engagement in the main navigation.
- Find the campaign under Active campaigns.
- Click the three-dot menu next to the campaign name.
- Select Edit campaign.
You are now on the Campaign Details page. All mid-campaign changes are made from this page.
What You Can Change in an Active Campaign
| Setting | What changes | Notes |
|---|---|---|
| Campaign name | The display name used in reporting | Edit directly in the name field. |
| Participants | Add or remove individuals | See linked articles below. |
| Groups | Add or remove groups | Group changes apply instantly. HRIS-managed groups follow the standard sync delay. |
| Feedback filter | Group type used to segment open-text responses | Only one group type can be active at a time. |
| End date | Extend or shorten the campaign window | Start date cannot be changed. |
| Notification type | Email, SMS, both, or none | Applies to all future notifications. |
| Notification schedule | Reminder dates and times | Only unsent reminders can be edited or deleted. Reminders go only to employees who have not yet responded. |
Note: The default notification schedule uses 15Five's recommended cadence of 5 reminders. You can add, remove, or reschedule reminders at any time during the campaign.
If Something Goes Wrong
| Issue | Check | Fix |
|---|---|---|
| Edit campaign option does not appear in the three-dot menu | Confirm your account has Campaigns Dashboard access | Ask your HR Admin to grant Campaigns Dashboard access. See How to assign an administrative role for engagement campaigns. |
| Group change is not reflected in the participant list | Check whether the group is managed through an HRIS | Wait for the next HRIS sync. Manual groups update instantly. |
| A reminder cannot be deleted | Check whether the reminder has already been sent | Only unsent reminders can be deleted. Sent reminders cannot be removed. |
Not Covered Here
This article does not cover closing a campaign early or editing survey questions after launch. It also does not cover resending invitations to individual employees — see Resend an engagement survey invitation.