Getting started with Campaigns
Last updated
Last updated
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 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 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 campaign overview dashboard because the remote action receives the campaign responses directly.
You have saved the campaign, but you have not yet published it. Edit and modify the campaign as needed. Refer to the Manage Campaigns documentation for more information.
A published campaign has become active, and employees have started receiving the questions. You can still edit a campaign that you have published but with some restrictions. Refer to the Manage Campaigns documentation for more information.
The campaign no longer sends 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 message 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 have published them. Urgent campaigns adhere to NNPP but will bypass the 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 the Edit campaign button at the top right corner of the page to edit the campaign.
Click on the action menu at 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 the 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: Number of campaign instances displayed at least once on an endpoint.
In case 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.
The system plots the results on a timeline 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 has been enabled.
Click on the responses to apply a filter. The filter impacts the number of answers per given question. The filters appear in the filtering bar at the top of the page, and you can clear them anytime.
To enable proper permissions for Campaigns:
Select Administration from the main menu.
Click on Role from the navigation panel.
Click on the New Role button to create a new role or edit an existing one by hovering over an existing role and clicking on the edit icon to change the role configuration.
In the Permissions section, scroll down to the Campaigns section to enable appropriate permissions for the role.
Refer to the Roles documentation for a detailed description of the permission options.
The table below showcases what users with full and limited view domain access can do, assuming the necessary permissions are enabled.
| Permission | Full access | Limited access |
|---|---|---|
Manage all campaigns | ||
Trigger manually all campaigns | ||
View all campaign dashboards |
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