Quick-launch guide: Launch an engagement campaign

Running engagement campaigns is critical to understanding your employees so that you can effectively lead and foster their health and thriving. Use this guide and linked resources to effectively create, set up, kick off, and manage your campaign.

In this article, you will learn...

Access and availability

⛔️ Required access to Engagement and the Campaign page.
👥 This article is relevant to Engagement Admins and Organization Admins.
📦 This feature is available in the Engage, Perform, and Total Platform pricing packages.


Steps to take before the survey

Follow the steps below to set your organization up for success before creating an engagement campaign. You can also download our free Pre-Survey Checklist below.

Pre-Survey-Checklist-Banner.png

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Note

Some of the actions listed below are available to Engagement Admins only, whereas others are also available to Organization Admins. Those available to only Engagement Admins are denoted below with an asterisk (*). Learn more about roles in Engagement.

Add/update employees in 15Five*

Ensure that the employees you want to participate in the engagement survey are added to 15Five and have the correct data. Employee data will be synced directly from 15Five into the Engage system.

  • Help Center article 💡: Add new people (contains steps on adding new employees to 15Five either one-off, in bulk, or using an integration)
  • Help Center article 💡: Bulk import or update people (contains steps on how to add new employees or make changes to employee data using a bulk import CSV)
  • Help Center article 💡: Update a person's account settings (contains steps on editing an employee's data one-off)
Add/update groups in 15Five*

Groups and attributes are pulled into the Engagement feature as Group Types and allow you to filter engagement results by specific subsets of people. Once group data is synced from 15Five to Engage, you can decide whether or not you want to include Group Types in results.

Check out our "Manage data cuts with groups and attributes" article for information about what Group Types are available in 15Five, as well as resources for creating and populating Group Types.

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Note

Due to confidentiality requirements, it's only possible to view engagement results for groups that received at least 3-5 survey submissions (depending on your organization's settings). Learn how to manage the confidentiality threshold for engagement surveys.

Perform a bulk sync from 15Five > Engage

Once employee and group data is accurate in 15Five, it's time to perform a bulk sync to populate that data in Engage. This data will be used to create the participant list for engagement campaigns and the filter segments for results.

Help Center article 💡: Sync employee and group data from 15Five to Engage

Configure/review Engagement feature settings

Before you send out an engagement survey, it's important to configure or confirm your feature settings. This includes industry benchmarking, customizing survey terminology, confirming employee roles/results access levels, and determining which groups will be included in survey results.

Help Center article 💡: Configure Engagement feature settings

Update your company's allowlist

For employees to receive engagement surveys and notifications, you need to confirm that 15Five's sending addresses, partner domains, and IP addresses (if applicable) are added to your company's allowlist. This prevents emails from ending up in spam folders and negatively impacting the survey's response rate.

Help Center article 💡: Add Engagement emails and domains to your allowlist

[Optional] Create custom surveys to include in your campaign*

Custom surveys are one of the many options we offer for adding questions to an engagement campaign, and can be combined with any other default survey options to create an engagement campaign. If you want to add custom questions to an engagement campaign outside those offered in our default surveys, you can create a custom survey that contains those questions.

Help Center article 💡: Create a custom survey

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Note

Your organization will not receive an engagement score or have access to drivers, heatmap, and other reporting for custom surveys (in other words, there are limited reporting options for custom surveys).

Create the engagement campaign*

15Five offers two options for creating engagement campaigns: express surveys and custom campaigns.

  • Express surveys allow you to quickly launch an engagement campaign in seconds that contains one of our three most popular and science-backed engagement surveys: Engagement with Drivers, Engagement Only, or Manager Effectiveness. Settings for the survey will match those in your organization's feature settings. If desired, you can change these settings and add additional surveys to your campaign by clicking Customize survey during express survey creation.
  • Custom campaigns are campaigns that you create from scratch and can include multiple surveys. When launching a custom campaign, you will be taken through the full process of customizing each survey setting and adding surveys.

Use the resources below to create an engagement campaign:

Review campaign participants, settings, and dates*

Confirmed campaigns are sent out to participants automatically on the campaign's start date. Before the engagement campaign launches and employees begin receiving surveys, we suggest reviewing your campaign details including participants, settings, and dates.

Help Center article 💡: Review engagement campaign details before launch

Test the deliverability of campaign notifications*

Before your campaign's start date and time, we suggest testing the deliverability of campaign notifications to confirm participants will receive them.

Help Center article 💡: Test the deliverability of engagement campaign notifications

Communicate the survey to employees

Before the campaign begins, make sure to announce it to employees. This is an opportunity to explain what to expect and why the organization is holding a survey, and to encourage participants to participate. When the assessment is announced ahead of time, we see much higher participation rates. To help you plan your communications, we have a customizable poster template and email templates that you can use.

Pre-Survey, the aim of communication is to:

  • Support the goal of 80% response rate for more informed data
  • Identify housekeeping i.e. survey open/close dates, confidentiality, and employee protection
  • Build confidence in the purpose by outlining how the data will be used to support employee experience and inform business objectives (i.e. retention of top performers)

Steps to take after the campaign launches

Make changes to an active campaign*

We understand that changes happen. If you need to make changes to an active engagement campaign, including managing participants, notifications, milestones, and more, please refer to our "Make changes to an active engagement campaign" article.

Check the bounce report*

Once your campaign launches, you can check the bounce report to see if there are any issues with participants receiving survey notifications.

Help Center article 💡: Check the bounce report for engagement campaign notifications

Monitor the survey's response rate

You can monitor the response rate of an in-progress campaign to see what percentage of total participants have submitted their surveys and what percentage of group members have submitted their surveys. Use this information to inform your ongoing survey communication and enlist group leaders to activate their teams to submit their surveys.

Help Center article 💡: Monitor response rate for an active campaign


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