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. Log in to the iTacit Admin site.
2. Navigate to Menu > Surveys > Survey Campaigns.
3. Click New to start a new campaign.
4. Provide a clear and descriptive name for the campaign.
5. Choose the Survey Questionnaire you previously created. This links the campaign to the set of questions.
6. Add Completion Instructions. Use this field to provide guidance or context for survey participants. Example: “Please complete this survey by Friday. Your feedback is confidential.”
7. Choose a predetermined permission group to define:
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Who can edit the campaign.
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Who the campaign is targeted to (i.e., who will receive the survey).
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Who can view the results.
8. Click Change... to manually assign permissions.
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Search for and select:
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Group
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Business Unit
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Job Classification
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Role
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Individual Employees
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Click Add to include selections.
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Use Who does this include? to preview the list of affected users.
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To remove a selection, highlight and click Remove.
9. Set Campaign Status. Choose one of the following:
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Draft – still in progress.
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Ready for Publication – prepared but not yet live.
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Published – live and visible to target users.
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Completed – closed and archived.
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Cancelled – no longer active.
10. Define the date and time (including time zone) when the survey will become available.
11. Define when the survey will close.
12. By default, responses are anonymous. Uncheck the Anonymous box if you want to track individual responses.
13. Click Apply to save the campaign configuration.
