Employee survey campaigns are powerful tools that go beyond collecting feedback—they provide admins with meaningful insights to drive positive organizational change. By gathering data on employee engagement, satisfaction, and workplace challenges, admins can make informed, strategic decisions that enhance productivity, improve retention, and foster a healthier work culture. This article explores how survey campaigns help administrators identify key issues, track progress, customize initiatives, and promote transparency across the organization.

This article outlines the steps to create a survey campaign using a survey template previously created by the user in the system.

Step 01 - To access, go to "Surveys" → "Survey Campaigns ."

Regional or Custom Administrators with Data Group Permissions can now manage survey campaigns specifically for the regions or locations assigned to them. This allows decentralized control, enabling these admins to create, launch, and monitor surveys within their scope of access without requiring wide permissions, ensuring secure, region-specific engagement and streamlined survey management.

Step 2 - Click the "Add Campaign" button to initiate the task. 

Step 3 - Enter the details under the "Add Details" screen.

Step 4 - Use the table below as a reference to fill out the above form.

Step 5 - Once completed, click on the "Next" button.

Step 6 - Filter the required set of employees by location, Subunit, Job title, or employment status, whom you wish to add to the campaign. After that, click "Next." 

Note: Now you can add Employees to the ongoing survey campaigns. Please refer to this article - How to Add Employees to an Ongoing Survey Campaign

Step 7 - Click on the "Yes, Initiate" button to confirm.

If an employee does not have a work email or any other email address updated in their profile, the system will not allow the user to add them to the campaign and displays the message below.

How to configure the survey campaign list

The admin can configure the fields to show in the list and can apply the configurations to all users in the system.

Step 01 - Click the "Configure" icon in the top left-hand corner of the list. 

Step 02 - The configuration screen is displayed as follows. Select the fields you want to display and click on the Save button to apply.

If a particular campaign needs to be edited or deleted, click the respective icon as shown below.