Admin Campaign Configuration Questionnaires Admin Campaign Configuration

This presentation will demonstrate the following: Overview This presentation will demonstrate the following: How to create a questionnaire campaign ©2016 Convercent. All rights reserved.

Creating a Questionnaire Campaign ©2016 Convercent. All rights reserved.

To begin, click “Campaigns”. Creating a Questionnaire Campaign To begin, click “Campaigns”. ©2016 Convercent. All rights reserved.

Next, click “Create a new campaign” Creating a Questionnaire Campaign Next, click “Create a new campaign” ©2016 Convercent. All rights reserved.

Creating a Questionnaire Campaign From here, click the campaign type you would like to run. A one-time campaign is used once then is archived. New recipients cannot be added to a one time campaign once created. A rolling campaign is ongoing, and new recipients can be added via certain options. ©2016 Convercent. All rights reserved.

Creating a Questionnaire Campaign You will then be brought to the campaign creation wizard. On the first page, you will be asked to create a title, a description, details surrounding rollout of the campaign, and when the campaign will end. ©2016 Convercent. All rights reserved.

Creating a Questionnaire Campaign You also have the ability to add Policies and Education to your campaign. This example just shows how to create a campaign for Questionnaires. To quickly access this, just click on “Questionnaires”. ©2016 Convercent. All rights reserved.

Creating a Questionnaire Campaign Next, select the questionnaire you would like to add to the campaign. You can select multiple if you have them available to utilize. Just place a checkmark in the questionnaire as shown here. ©2016 Convercent. All rights reserved.

Creating a Questionnaire Campaign You will then choose the recipients for your campaign. Selecting “All employees” will select all current employees and all new hires in a rolling campaign. Once you have selected your recipients click “Next” to continue. ©2016 Convercent. All rights reserved.

Creating a Questionnaire Campaign Next, you will create the custom message sent out with your campaign email reminder. The default message is shown here. Once you have created your campaign message, click “Next” to continue. ©2016 Convercent. All rights reserved.

Creating a Questionnaire Campaign Finally, you will review your new campaign before confirming it. Every detail you have provided is available for review on this page. To change anything, click the “Edit…” in each section title. ©2016 Convercent. All rights reserved.

Creating a Questionnaire Campaign Once you have confirmed everything, scroll to the bottom of the page and click “Submit”. This will officially create your new campaign according to the way you set it up in the wizard. ©2014 Convercent. All rights reserved.

©2016 Convercent. All rights reserved.