Quick-launch guide: Launch an engagement campaign

Available to 15Five account admins.

Confirm that the Engagement feature is turned on in 15Five feature settings by scrolling down to the "Engage" header and toggling on "Engagement."

Available to 15Five account admins.

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)

Available to 15Five account admins.

Groups and attributes are pulled into the Engagement feature to allow you to view engagement results for specific subsets of people. You can decide whether or not you want to include any given group or attribute in survey results when configuring Engagement feature settings. Remember: Due to confidentiality, you will only be able to view engagement results for groups/attributes that received 5 or more survey submissions.

• Help Center article 💡: Create a group and/or group type (contains steps on how to create groups that contain subsets of people to organize your company based on business units, departments, locations, common interests, and more.)
• Help Center article 💡: Add people to a group (contains steps on how to manage group membership either one-off or in bulk)
• Help Center article 💡: Create, edit, or delete a custom attribute (contains steps on how to create custom attributes and populate them in employee profiles)
• Help Center article 💡: Enable and populate demographic attributes (contains steps on how to create and populate demographic attributes (Birth date, Ethnicity, Gender, Race, and Salary) for employees.

Available to Engagement and Organization Admins.

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

Available to Engagement and Organization Admins.

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

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 Engage emails and domains to your allowlist

Available to Engagement Admins.

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. Please note that 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).

Help Center article 💡: Create a custom survey

Available to Engagement Admins.

Confirmed campaigns are sent out to participants automatically on the campaign's start date. Prior to this happening, we suggest reviewing campaign details prior to employees receiving surveys.

1. Click Engagement in 15Five's main, left-hand navigation.
   
2. Find the upcoming campaign in the campaign list and click on its name to open settings.
   
3. Review the list of employees who are included in the campaign and make changes if needed.
4. Review the surveys included in your campaign and make changes if needed.
5. Review the start date/time of the campaign and make changes if needed. Remember: surveys are sent out to participants at the date/time designated in the "Start date & time" field.
6. If you made any changes, click Unconfirm at the bottom of the page, then click Confirm. 
   
7. Confirming the campaign means that it's approved and surveys will be sent to participants at the scheduled start date and time.

Available to Engagement Admins.

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

1. Click Engagement in 15Five's main, left-hand navigation.
   
2. Find the upcoming campaign in the campaign list and click on its name to open settings.
   
3. Scroll to the "Campaign schedule & reminders" section of the campaign details page.
4. Click ... in the top, right-hand corner of the 'Notifications' table, and select 'Send Test Message' from the dropdown menu.
   
5. Select the emails of people you want to send a test notification to, then click Send.
   
6. If the recipients don't receive the test notification, check out our "Add Engage emails and domains to your allowlist" article for a list of IPs and URLs that should be added to your allowlist. If you still need support, please reach out to our Support Team.

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.

Available to Engagement Admins.

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.

Available to Engagement Admins.

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

1. Click Engagement in 15Five's main, left-hand navigation.
   
2. Find the active campaign in the campaign list and click on its name to open settings.
   
3. Scroll to the "Campaign schedule & reminders" section of the campaign details page.
4. Click ... in the top, right-hand corner of the 'Notifications' table, and select 'Download Errored Email Report' from the dropdown menu.
   
5. A file will automatically download that allows you to view which notifications (if any) errored. If you notice errors, check out our "Add Engage emails and domains to your allowlist" article for a list of IPs and URLs that should be added to your allowlist. If you still need support, please reach out to our Support Team.

Available to Engagement Admins.

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 how your survey is doing