Quick Launch Guide: Engagement Campaigns in 15Five

🧑‍💻 Step 1: Prepare your People Data

Before launching a survey, make sure your employee data is accurate and up to date. This ensures the right people receive the survey and that results can be segmented meaningfully.

• Assign administrative roles. If you haven’t already, assign administrative roles to team members who will be responsible for completing the steps outlined in this article. Learn how to assign administrative roles for engagement campaigns.
• Confirm your user list. Ensure all employees who should receive the survey are active in 15Five. Learn how to add new people.
  
  
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  Tip

  The easiest way to keep employees & employee data accurate is to connect your HRIS to 15Five using the HRIS Connector.

• Confirm group types and attributes. Review your existing group types, groups, and attributes to ensure they align with how you want to segment results. If needed, create any that are missing before launching your campaign. Learn how to use groups and attributes to segment engagement survey results.
• Update people data as needed. Ensure employees are assigned to the correct groups, attributes, and managers to enable accurate segmentation in your engagement reporting. You can make updates via your HRIS, bulk import CSV, or one-off in employee account settings.

⚙️ Step 2: Configure Settings & Results Access

Now that your people data is ready, head over to your settings to configure your survey foundation. These settings determine how your survey works behind the scenes — from who can access results to how surveys are filtered, displayed, and delivered.

There are three main types of settings you'll configure for engagement surveys:

• Feature settings: Set your confidentiality threshold, customize survey terminology, and manage visibility into open-ended feedback and group filtering.
• Company settings for Engagement:  Confirm your display name and industry for benchmarking. Choose how surveys are delivered and whether managers are notified when results are ready.
• Other settings: Exclude irrelevant groups from reporting, enable Spanish surveys or Kiosk mode, and safelist email domains to improve deliverability.

It's also important to assign results access. Grant Full, Limited, or Limited + Groups access so the right people can view and act on survey results.

✍️ Step 3: Create Your Engagement Campaign

With your settings in place, it’s time to build your engagement campaign — the framework that delivers surveys to your people and collects feedback. Only HR Admins can create engagement campaigns.

• Select surveys. First, choose the survey options you want to use to gather feedback from your team. You can include one or multiple surveys in a single campaign — and combine them with custom surveys if you want to collect organization-specific feedback.
  
  
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  Tip

  We recommend starting with the Total Engagement survey, which unlocks full access to 15Five’s comprehensive engagement reporting.

• Create your campaign. Once you've selected your surveys, it's time to build your campaign. Name your campaign clearly, define your audience, and apply filters to ensure you're reaching the right people. You’ll also choose a feedback filter, set survey dates, configure notifications, and decide whether the campaign should repeat.

📣 Step 4: Communicate and Launch

Your engagement campaign will launch on your selected start date. Set your survey up for success by prepping your organization ahead of time.

• Notify managers and leaders about the survey and what to expect.
• Send a company-wide announcement explaining the “why” behind the survey and encouraging participation.

✅ After Launch: Monitor & Prepare for Results

• Monitor response rates. Keep an eye on participation in real time and identify any groups with low engagement. Learn how to track engagement campaign response rates.
• Make adjustments as needed. Need to change the end date, add notifications, or update the audience? You can edit active campaigns directly.
• Review results when the survey closes. Results will automatically populate in the dashboard. Use 15Five’s built-in Insights and Recommendations to identify where to focus. Learn how to access & analyze engagement campaign results.
• Create Action Plans. Turn insights into impact by assigning next steps, coaching, or manager initiatives using Action Plans.