Engagement Surveys: Overview

Engagement Surveys in 15Five lets admins create, launch, and analyze employee surveys across the organization. Managers and limited-access leaders can view results scoped to their teams. Admins control campaign configuration, visibility settings, and confidentiality thresholds. Employees receive survey invitations and respond through a dedicated survey interface.

Data from Engagement Surveys is used by 15Five AI to power coaching insights, Focus Briefs, and Amaya. See How 15Five AI works together for how your data flows through the system.

Key Rules

  • Only admins can create, launch, edit, or close engagement campaigns and configure their settings.
  • Results access is set per person (role-based or custom). Each campaign also has a release setting: Release automatically sends results to everyone with access, and Controlled release lets admins choose who gets results after the campaign ends. HR Admins always see results.
  • A confidentiality threshold must be met before individual group results are displayed to any viewer.
  • Lifecycle surveys operate separately from standard campaigns and have their own scheduling, pause, and trigger controls.
  • Employees must be marked eligible and included in the target group to receive a survey invitation.

Engagement survey start to finish

Run a campaign in this order. Each step links to the full instructions.

  1. Set up. Prepare Employee Data for an Engagement Campaign, then Configure Engagement Survey Settings Before Launching a Campaign.
  2. Plan your communication. Use the communication templates to announce the survey, nudge managers whose teams have low response rates, and follow up after it closes.
  3. Launch. Create an engagement campaign, Review engagement campaign details before launch, then Track response rates for an active engagement campaign.
  4. Review and share results. Start with Engagement Campaign Results — Reports Overview, then Share Engagement Survey Results and Create an Action Plan from Engagement Survey Results.

Launch a campaign from start to finish

Follow these steps in order for your first engagement campaign.

  1. Set up your settings: Configure Engagement Survey Settings Before Launching a Campaign.
  2. Check your groups: Review and update groups before your next engagement campaign.
  3. Plan your messages: Communication templates for engagement survey campaigns.
  4. Build the campaign: Create an engagement campaign.
  5. Check it before it sends: Review engagement campaign details before launch.
  6. Track responses: Monitor response rates and edit an active engagement campaign (Admin).
  7. View results: Access Engagement Campaign Results via the Engagement Tab.
  8. Act on results: Create an Action Plan from Engagement Survey Results.

Start here by role

Admin

Manager

Employee

In This Section

Analyze engagement survey results (Admin / Manager)

Show 19 articles

Configure engagement survey settings (Admin)

Show 12 articles

Create and manage Action Plans

Show 2 articles

Launch and manage an engagement campaign (Admin)

Show 12 articles

Manage an engagement campaign in progress (Admin)

Show 7 articles

Respond to an engagement survey (Employee)

Show 1 article

Set up and run Lifecycle Surveys (Admin)

Show 9 articles

Understand engagement surveys and benchmarks

Show 7 articles

View and act on engagement results as a manager

Show 3 articles
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