Create a Survey Campaign

Once all survey questions have been set up in your Survey Questionnaire, create a Survey Campaign to schedule the survey campaign and identify participants in the survey.

1. Select Menu > Surveys > Survey Campaigns.

2. Select New. Enter the Campaign Name.

a. Select the desired Survey (questionnaire) to associate with the campaign.
b. Enter any Survey campaign completion instructions (if applicable).
c. Choose a predetermined permission group by selecting the dropdown by Permissions.

i. To set permissions without a predetermined permission group select Change.

1. Search for the desired Group, Business Unit, Job Classification, Role and/or Employee.
2. Select Add to be add your selection to the desired section.

“Who can edit this survey campaign?” – will limit the employees who have access to modify the Survey Campaign itself.
“Who is this survey campaign targeted to?” – will dictate the group of employees who will receive Survey once the campaign is published.
“Who can view the results for this survey campaign?” - will limit visibility of the item and results only to identified groups/ individuals, regardless of their access to the survey tools.

3. Select X.

d. Set the Publish date.
e. Set the End date (if applicable).
f. Unselect Anonymous if tracking employee responses is required.
g. Select Apply.
h. Set the status to Ready to be published to automatically publish the campaign on the publish date set in step d.

i. A notification window will appear confirming the publish date and number of employees that will receive the survey, select OK.

3. Select Done.

Once a survey campaign is published, it is not recommended to make any changes to the target group nor the schedule. Ensure that all details are correct before publishing or cancel the survey and re-assign.