Managing campaigns

The Campaigns Administration page lets you view, create, and edit your campaigns.

Accessing the Campaigns Administration page

To navigate to the Campaigns Administration page:

• Select Campaigns from the main menu.

• Click on Manage campaigns in the navigation menu.

Consult the table of all available campaigns on the Campaigns Administration page. The table is organized by:

• Name: Edit the campaign by clicking on its name.

• Origin: Campaigns can be Custom, Copied from library or Installed from library.

• Tags: View tags associated with a campaign.

• Status: Campaigns can be in a Draft, Published or Retired state.

• Last published: The date a campaign was last published.

• Triggers: The trigger method can be Manual, Scheduled, Remote Action, API or Workflow.

You can search for a specific campaign by name using the search box at the top right of the table.

Refer to the Creating campaigns documentation for more information about creating custom campaigns and configuring library campaigns.

Working with campaign actions

Hover over a campaign to reveal the action menu on the right side of the row. The action menu is context-sensitive and changes based on the campaign status. See below for more details.

• Details: View details of the campaign results.

• Edit: Modify the configuration of custom campaigns or campaigns copied from the library.

• Configure: Modify campaigns installed from the Library module.

• Manage tags: Create, assign, and edit campaign tags. Refer to Tagging a campaign on this page.

• Share: Share with user roles and grant them appropriate permissions. Refer to the Managing campaigns on this page.

• Publish: Make draft campaigns active so that they can be triggered.

• Republish: Make retired campaigns active so that they can be triggered again.

• Retire: Retire a published campaign so it is no longer available for employees.

  • If the campaign is already displayed on an endpoint, users can continue interacting with it, and the system still records their responses and marks the campaign as answered.

• Copy NQL ID: Copy the NQL ID of the campaign for use with a remote action script to trigger the campaign.

• Duplicate: Create a duplicate draft of a campaign.

• Export: Export a campaign as a JSON file for use in another Nexthink instance.

• Delete: Delete a campaign. This option is only available if the campaign is in a draft or retired state.

When you delete a campaign, the system also deletes all responses associated with it.

Users who have a limited view domain can create, edit or publish campaigns only when the campaign uses a manual trigger.

• If a campaign uses a trigger type other than manual, the campaign opens in read-only mode.

• Duplicate the campaign and set a Manual trigger to create an editable version.

Sharing a campaign

Share a campaign with user profiles and grant them appropriate permissions to View dashboards, Edit or Trigger campaigns. Only users with the Manage all campaigns permission enabled can see the Share option. Refer to the Roles documentation for more information about user permissions.

• Hover over a campaign to reveal the action menu and select Share. The Share campaign modal opens.

• In the Add profile text field, type in the user profiles you wish to share the campaign with.

• From the Select permissions drop-down menu, select the appropriate permissions for the profile. The choices are:

  • View dashboards: Access the campaign dashboards from the navigation panel. The system shows published and retired campaigns.

  • Edit: Edit a campaign.

  • Trigger: Trigger a campaign from the Investigation module if the campaign's trigger has been set to Manual.

• Click Clear all to disable all permissions.

• Click the Grant permissions button to share the campaign.

Even when granted the Edit permission at a campaign level, users with a limited View domain cannot edit non-manual campaigns. This is to prevent targeting users outside of their current View domain.

Tagging a campaign

Tagging allows you to sort and filter the campaigns table quickly. Open the Tags right-side panel to:

• Search for a specific tag at the top of the panel.

• Select one or more tags to filter the campaigns table.

To add one or more tags to a campaign, from the Campaigns > Manage Campaigns page:

1. Hover over a campaign to display the action menu and choose Manage tags.

2. From the Manage tags pop-up, you can:

   • Type in a new tag or choose an existing one to add it to the campaign.

   • Open the action menu of a specific tag item to Delete tag or change the tag color.

     • Deleting a tag only removes it from the campaign it is associated with.

3. Alternatively, select multiple campaigns to Manage tags in bulks.

Importing campaigns

To import campaigns—in JSON—from your local device:

1. Click the Import button in the top-right corner of the Campaigns Administration page.

2. Choose or drag multiple JSON files from your hard drive to import them into the system.

All imported items are listed as custom.

Before importing a custom campaign, export and modify an existing campaign as needed. This ensures your JSON file matches the required format, avoiding errors or malfunctions.

Nexthink does not guarantee that imports from external sources function correctly or remain editable.

Branding your campaigns

Brand your campaigns with a logo and custom colors to make employees comfortable and build their trust when answering campaign questions.

• Click on the action menu at the top right corner of the page.

• Select Manage campaign branding to open the Campaign branding page.

Refer to the Configuring Campaigns branding documentation for more information.