Getting started with Campaigns
Last updated
Last updated
Refer to the Campaign launch framework documentation for guidelines on planning, gaining approval, and launching your first campaign within the organization.
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.
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.
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.
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.
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.
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.
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.
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.
This is the total number of times that employees fully or partially answered a campaign.
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 to open the Investigations page with a prewritten query to generate results for campaign responses. Before exporting the results from the Investigations page, you can adjust the query as needed to add or remove information, such as the number of answered questions, first targeted time, first display time and other information. Run the query and click the Export results button at the top of the table to export a CSV file containing the responses.
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.
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 with plotted results for employees who answered and declined the campaign for the last 30 days.
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, or API.
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
Comments relevant to a question, if the comment field is enabled
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.
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.
The table below shows what users with full and limited View domain access can do, assuming the necessary permissions are enabled.
RELATED TOPICS
| Permission | Full access | Limited access |
|---|---|---|
Manage all campaigns
Trigger manually all campaigns
View all campaign dashboards
