Creating and configuring campaigns

Create and schedule attention-grabbing campaigns that target one or multiple employees using a variety of campaign formats to conduct surveys and request user feedback on IT-relevant issues.

Refer to the Launching campaign programs documentation for guidelines on planning, gaining approval, testing and launching your campaign within your organization.

There are several ways to create your campaign, including installing a campaign from Nexthink Library and triggering it without any customization. You can also create a copy of a campaign from Nexthink Library or create a custom campaign from scratch or with the support of Nexthink Assist.

Nexthink recommends using Library content as a starting point before creating any custom campaigns.

Installing a campaign from Nexthink Library

Install campaigns from the Nexthink Library and edit and customize them to your needs:

• Customize the sender name and image.

• Review and adjust questions.

• Publish the campaign when you are ready to use it.

Refer to the Nexthink Library documentation for more information on installing library campaigns.

You can update the previously installed library campaigns if a newer version is available.

All configurations will be lost after you update a library campaign from the Nexthink Library module. Only campaigns in a Draft state retain the data structure of ongoing and past campaigns.

Creating a copy of a campaign from Nexthink Library

Use a copy of a library campaign as a starting point for a custom campaign. This approach allows you to jump-start the campaign creation process while retaining flexibility in content customization.

Creating a copy of a campaign lets you quickly create multiple, similar campaigns. Let’s say you wanted to create multiple sentiment campaigns for employees in different regions. Search for the Digital Experience - Sentiment campaign in the Nexthink Library module and create multiple copies of it, one for each region. Then, adjust each campaign for each region as you see fit.

Copied campaigns are fully customizable.

Refer to the Nexthink Library documentation for more information on copying library campaigns.

Creating new custom campaigns

To create a new custom campaign with the support of Nexthink Assist, refer to the Creating campaigns with Workspace documentation. To create a new custom campaign from scratch:

• From the Campaigns module on the main menu, click the New button in the top-right corner of the navigation panel to open the campaign configuration page.

• From the Campaigns > Manage campaigns page, click on the New campaign button in the top-right corner of the page to open the campaign configuration page.

After creating a new campaign, you will land on the campaign Edit page.

Accessing campaign edit page

To access the custom and library campaign Edit page, you can:

• Create a new campaign from scratch.

• From the Campaigns Administration page, hover over a specific campaign to reveal the action menu. Then select:

  • Edit – for custom campaigns or those copied from the Library.

  • Configure – for campaigns installed from the Nexthink Library.

• From the campaign details page, select Edit campaign.

Depending on the Campaign state (draft, published or retired), from the top-right corner of the campaign Edit page, you can:

• Preview a campaign: Click the Preview button located in the top-right corner of the page before saving your campaign. This allows you to inspect how employees will see the campaign on their own devices. In the preview, the campaign does not record any answers, choices or comments.

• Publish a campaign: Turn a campaign draft into a published campaign. The system sends the published campaign to employees according to the campaign's schedule.

  • Refer to Publishing and retiring campaign for more information.

• Retire a campaign: Retire a published campaign so it is no longer available for employees. Once retired, the system updates the state of campaign responses that are still in a non-final state (planned, targeted) to retired. Campaign responses in the canceled, answered, or declined state remain unchanged.

  • Refer to Publishing and retiring campaign for more information.

• View Campaign details: Access the campaign details dashboard to analyze employee responses.

• Save a campaign: Click Save campaign to save any changes without publishing your new campaign. The campaign status turns to Draft, which means that you can return to editing it at a later time. You cannot change the Campaign NQL ID after you save a campaign to support consistent and accurate results when queried via NQL.

Configuring general campaign settings

Configure the General tab of a campaign:

• Enter the campaign name, NQL ID and description.

  • Once you have saved the campaign you cannot edit its NQL ID.

Once published, a campaign must be retired and republished to add or remove questions, change response options, or update the trigger type. You can still edit the text of existing questions and responses on published campaigns.

• Select the Trigger option. Refer to Understanding campaign targeting models for more information.

• Set campaign Priority:

  • Urgent campaigns are delivered to users as soon as they are published, while still respecting the 20-minute protection period to avoid sending multiple campaigns too frequently. Refer to Urgency of campaigns for more information.

  • Mandatory campaigns cannot be declined, postponed or minimized.

• Configure campaign Parameters, which you can use as variables or placeholders to personalize the text of the questions. Refer to Configuring campaign parameters for more information.

• Enable Multiple languages and select languages into which you want to translate your campaign. You can translate your campaign content in the Translation tab.

• Use the Sender toggle to show or hide sender information (name, title, and image) on the campaign pop-up. This option is enabled by default. Disable this option to omit sender details.

  • Disabling the sender may be appropriate for follow-up campaigns in a workflow, or when the message does not require personalization.

On endpoints running Collector version 2025.6 or later, the entire footer with sender information can be hidden. On older collectors, the footer remains visible but empty.

Creating campaign content

Create questions for the employees. Click on the Add new question button to start. The campaign must include at least one question other than the final message before you can publish it. Choose from different types of questions: single answer, multiple choice, option scale, net promoter score (NPS) and a final message from the modal.

Refer to Creating campaign content documentation for more information.

Translating a campaign

Translate the campaign's content into multiple languages to ensure your employees understand the message you wish to convey.

The system translates fixed UI elements, such as buttons, for the following languages: Afrikaans, Arabic, Chinese, Danish, Dutch, English, Finnish, French, German, Hindi, Italian, Japanese, Korean, Norwegian, Persian, Portuguese, Russian, Spanish, Swedish, Thai, Turkish and Vietnamese.

Scheduling a campaign

Select the Schedule checkbox in the General tab to enable the scheduling of campaigns. Next, navigate to Schedule tab to define the campaign recipients using NQL, and specify whether the campaign will be sent once or on a recurring schedule.

Refer to Understanding campaign targeting models for more information.