Make changes to an active engagement campaign

We understand that changes happen. In this article, you will learn how to make changes to an active engagement campaign, including managing participants, notifications, milestones, and more.

Access and availability

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

Click Surveys in 15Five's main, left-hand navigation, then select Engagement.
You'll land on the Engagement campaigns page in 15Five. From here, click on the name of your active campaign, or click on the ellipsis to the far right, and select edit campaign.
You're now on the Campaign page, which contains four editable sections:
- The what do you want to call this campaign section is where you can update the name of the campaign.
- The who do you want to participate section is where you can add participants to the active campaign;
- The how do you want to review results section is where you can edit the feedback filter that will be used to filter open-ended answers received in the survey;
- The Campaign schedule & reminders section is where you can edit campaign milestones, notification types, and the notification schedule.
Continue reading for how to make changes in each of these sections.

What do you want to call this campaign?

Update Campaign Name

During the process of campaign creation, you will name the campaign. If you need to update the name of the campaign, you can update that here.

Who do you want to participate?

Include participants

During the process of campaign creation, you have the option to customize which employees you want to include in the campaign. If new users are added to 15Five and occupying a billed seat before a campaign begins, they will automatically be added as participants. The participant list is locked once a campaign launches, meaning newly-added users are not automatically added to active campaigns. To add someone to the survey, select their name from the drop down underneath "include individuals."

How do you want to review results?

Once a campaign is live, it's not possible to change the surveys included in the campaign. However, you can change the feedback filter in this section after the campaign is live.

Change feedback filter

To protect the confidentiality of survey participants, open-ended question answers collected from any survey in a campaign can be filtered by one group type. Use this section to select the group type you would like to view comments by.

Campaign schedule & reminders

Change campaign milestones

You can't change the start date/time after the survey has launched, but you can change the end date to either extend the survey or end it earlier than anticipated.

Change campaign notifications

Notification type: This setting determine how notifications are sent to participants. Options are email, SMS, email and SMS, or none. Changing this setting will impact all future notifications for the engagement campaign.
Notification schedule: The dates selected in this section dictate the date and time that notifications go out to participants. By default, when you set the start date for your campaign, we will automatically add dates and times for the 5 notifications. This is the recommended cadence, and organizations using this cadence average an 82% response rate. However, you can alter notification dates and times based on your organization's needs. Only non-respondents will receive reminders.

Frequently Asked Questions (FAQs)

Can I resent an invitation to an employee?

Yes! While those steps aren't covered in this article, you can use the steps in our "Resend an engagement survey invitation" article to do so.

What happens if I add an employee when an assessment is live?

The employee will immediately be added to the assessment as an active participant and the survey will be delivered to them.

What happens if I update an employee's email address or phone number when an assessment is live?

The employee will receive the assessment at the time of the next reminder in your notification schedule and all future reminders according to the scheduled reminder cadence and delivery mechanism (Email and/or SMS).

What happens if an employee is deactivated when an assessment is live?

The employee's responses will be deleted and they will be removed from the response rate.

What happens if the receiving surveys setting is changed for an employee while an assessment is live?

If the setting is set to "Yes," they will be added to the assessment, get the first notification, and receive all future reminders. If the setting is moved to "No," their response will be removed and they'll be removed from the response rate.

What happens if an employee is deactivated or marked as receiving surveys = no and then reactivated or marked as receiving surveys = yes during a live assessment?

If they completed the survey prior to being removed, their responses will be restored. If they didn't complete the assessment, they will return to getting all future reminders.