Getting started with Campaigns
Nexthink Campaigns is a two-way communication tool that cuts through digital workplace noise with an attention-grabbing notification system that appears on an employee's screen.
Campaigns boost response rates by directly connecting with employees using timed and targeted messages to provide critical information, share surveys, or help fix the IT problems that matter the most.
How to launch my first campaign?
Launching Nexthink Campaigns within your organization differs from deploying other IT tools due to their extensive reach. Campaigns require more input, oversight, and approvals.
Before launching your first campaign, it is essential to communicate and share its purpose, content, and a plan for its deployment.
Refer to the Launching campaign programs documentation for guidelines on planning, gaining approval, testing and launching your campaign within your organization.
Accessing Campaigns
Select Campaigns from the main menu.
Select Campaign overview from the navigation panel to view all published and retired campaigns and their statistics.
Select Manage campaigns at the bottom of the navigation panel to create, edit and manage campaigns. Refer to the Manage campaigns documentation for more information.
Select a campaign listed in the navigation panel to view more details. The navigation panel shows all campaigns.
Click the New button at the top of the navigation panel to create a new campaign. Refer to the Manage campaigns documentation for more information.
Campaign overview page
The Campaign overview page lists all of the available campaigns. Click on the campaign name to see further details and export employee answers.
The Campaigns overview page is visible to users with the View all campaign dashboards permission. Refer to the Roles documentation for more information.
Sort the table by status, name, priority and the number of employees who answered the campaign.
When a remote action triggers a campaign, it is not listed in the Campaigns overview dashboard because the remote action receives the campaign responses directly.
Campaign status
Draft
You have saved the campaign, but not published it. Edit and modify the campaign as needed. Refer to the Manage Campaigns documentation for more information.
Published
A published campaign is active, and employees have started receiving the questions. You can still edit a campaign that is published but with some restrictions. Refer to the Manage Campaigns documentation for more information.
Retired
The campaign is no longer sending questions to employees, but its results are still available on the Campaigns page. Additional considerations:
For retired manual campaigns, you cannot target them on the Investigations page with NQL.
For retired schedule campaigns, the system stops evaluating the targeted employees but keeps the history along with the state, state details and campaign answers from employees.
For retired remote action campaigns, the remote actions will no longer display the campaigns.
Campaign priority
Campaigns are either urgent or non-urgent. Urgent campaigns are designed for the most time-sensitive messages and bypass focus protection and rate limiting rules.
Refer to the Limiting the reception rate of campaigns documentation for more information.
Urgent campaigns
Targeted employees start receiving urgent campaigns as soon as you publish them. Urgent campaigns adhere to non-negotiable protection periods (NNPPs), but do bypass focus protection mode.
Refer to the Limiting the reception rate of campaigns documentation for more information.
Answers
This is the total number of times employees fully or partially responded to a campaign.
Campaign details page
Select a campaign in the navigation panel or the Campaign overview page to view the details. The details page shows information for published and retired campaigns but not for remote action or draft campaigns.
Click Edit campaign in the top-right corner of the page to edit the campaign.
Click on the action menu in the top-right corner of the page and select:
Preview campaign to show the campaign questions.
Investigate: View the campaign responses in Investigations with a prewritten query. You can modify the query to include additional fields, such as user, organizational or device attributes.
Export responses: Download a CSV file with responses and timestamps. This export does not include user names, allowing you to share results without exposing respondent identities.
Time-based filtering (time picker)
Use the time picker to filter campaign responses by time period. This is useful when you reuse the same campaign on a recurring basis, for example, monthly surveys and want to focus analysis on a specific run.
Anonymous response display
Campaign dashboards do not display respondent names. This allows you to grant dashboard access without exposing respondent identities. User information remains available only to authorized users through Investigations.
Campaign overview
The Campaign overview widget shows:
The number of answered campaigns and the total number of targeted employees.
The response rate: a ratio of campaign responses or employees who provided full or partial answers compared to the total number of targeted employees.
Viewed: the number of campaign instances displayed at least once on an endpoint.
If the employee postpones the campaign, the second and subsequent times the same campaign instance is shown are not counted as additional views.
Results
The results dashboard shows:
Targeted users gauge chart with the number of employees who Answered, Not answered and Declined the campaign.
Not Answered responses come from planned, targeted, retired or expired campaign response states. Refer to the Scrutinizing the results of a campaign with NQL documentation for more details.
A timeline of results for employees who answered and declined the campaign over the last 30 days.
Details
Campaign details show information about:
Status: Campaigns can be in a Draft, Published or Retired state.
Last published: The date a campaign was last published.
Priority: Campaigns can be Urgent or Normal.
Triggers: The trigger method can be Manual, Scheduled, Remote Action, API or Workflow.
Questions
The results for each question show the following information:
The number of answers per question
Question type
The number of answers per choice
NPS score computation for an NPS question type
Free-text responses
Comment boxes, either standalone (where configured) or as part of another question type
Filtering capabilities
Click on the responses to apply a filter. The filter impacts the number of answers per given question. Filters appear in the filtering bar at the top of the page, and you can clear them anytime.
Data shown in the banner and the Results widget does not adapt to the time picker and always reflects results for the entire period the selected campaign was active.
Granting permissions for Campaigns
Refer to the Roles documentation for a detailed description of Permissions, View domain options and Data privacy granularity settings.
To enable proper permissions for Campaigns as an administrator:
Select Administration > Roles from the main navigation panel.
Create a New Role or edit an existing role by hovering over it.
In the Permissions section, scroll down to the Campaigns section to enable appropriate permissions for the role.
View domain impact on Campaigns permissions
The table below shows what users with full and limited View domain access can do, assuming the necessary permissions are enabled.
Manage all campaigns
Trigger manually all campaigns
View all campaign dashboards
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