Preview Engagement results as another person

Use the View Results As tool to preview an Engagement campaign's results exactly as a specific person would see them. When complete, the campaign results page displays that person's access level, confirming what they will see before you share results with them.

Note: Only HR Admins can access the participant list in Engagement Campaign Results.

Before You Begin

  • You must have access to the Engagement Dashboard.
  • The campaign must have a View results button available (campaign is complete or results are ready).

Steps

  1. Go to Surveys > Engagement in the left-hand navigation.
  2. Click View results next to the campaign you want to preview.
  3. Click the three-dot menu in the top-right corner of the Campaign Summary page.
  4. Select View Results As.
  5. In the bar that appears at the top of the screen, search for and select the person whose view you want to preview.

- The results page now displays exactly what that person sees, including their access level.

  1. To exit the preview, close or clear the View Results As bar at the top of the screen.

- The page returns to your own admin view.

If Something Goes Wrong

Issue Check Fix
Person does not appear in the search bar Confirm the person is a participant in this campaign Go to View Engagement Campaign Participants and verify the person is listed; only campaign participants appear in the View Results As search
View Results As option does not appear in the three-dot menu Confirm you are logged in as an HR Admin Log in with an HR Admin account — this option is only available to HR Admins
Three-dot menu is not visible on the Campaign Summary page Confirm the campaign has results available The menu only appears on campaigns with a View results button present

Not Covered Here

This article does not cover sharing results with a participant. See View Engagement Campaign Participants for participant access details.

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