Creating a campaign

Creating a campaign

To create a new campaign:

  1. Log in to the Finder as a user with the right to create campaigns.
  2. Select the Campaigns section on the left-hand side of the main window.
  3. Right-click the header of the Campaigns section or the empty area below it.
  4. Select Create new campaign from the context menu. The form to create the campaign shows up in a new tab.
  5. Click the temporary name Untitled campaign n and replace it by an appropriate name for the campaign.
  6. Optional: Briefly describe the purpose of the campaign in the field with the text Enter optional description here....
  7. Provide personal information about the owner of the campaign in the SENDER section. The information about the sender is displayed both in the notification pop-up and when end-users take the campaign, to help them identify who is requesting their attention:
    1. As Name, type in the name of the sender.
    2. As Title, type in the job title of the sender.
    3. Optional: Click the icon under Picture and choose an image that identifies the sender.
  8. In the NOTIFICATION section, specify how your users are notified when the campaign is published, in addition to the sender information:
    1. As Subject, enter the main theme of the campaign.
    2. As Footer, type in additional text that appears below the subject of the campaign in the notification pop-up.
    3. From the Reminder Frequency list, select how often the notification is repeated for a particular user, until the user completes the survey. The possible values are:
      • Twice per day
      • Once per day
      • Twice per week
      • Once per week
  9. Select the users targeted by the campaign by dragging and dropping an investigation on users into the RECIPIENTS section.
    • Optional: Right-click the investigation and select Run... to see the list of users that will compose the initial audience of the campaign (depending on the settings of the investigation, the audience may vary with time).
  10. In the QUESTIONS section, compose the questions to be answered by the targeted users.
    1. Type in an identifier for the question in Question name. This is the name displayed in the Finder and the Portal when referring to the question.
    2. Choose the type of question from the Type list:
      • Single answer: The user must select only one out of all the available options.
      • Multiple answer: The user may tick several options from the list of all those possible. At least one must be selected for the user to be able to continue.
      • Opinion scale: This is basically a single answer question where each choice gets assigned a numerical value.
    3. Type in the actual question in Text displayed.
    4. Specify the available choices for the question in Choices. For each choice:
      1. Type in the text that the user reads as an option to choose in the Text displayed column.
      2. Type in an identifier for the choice in the Name column. This is the name displayed in the Finder and the Portal when referring to this particular choice.
      3. Optional: If the question was of the opinion scale type, assign a numeric value to it in the Value column. By default, any new opinion scale choice gets the maximum value from those assigned to the previous choices plus one.
      4. Optional: If the question was of the single answer or opinion scale types, click the step to icon that displays a turning arrow to alter the natural order of the questions in the campaign when the user selects the current choice as answer. The step to icon is not available for choices of multiple answer questions, as the user may select more than one choice.
        1. From the drop-down list that shows up, choose the question to which the user that selects the current choice will jump.
      5. Optional: Click Add choice to create an additional choice and repeat the previous steps.
      6. Optional: Click the up and down arrows to the right of a choice to reposition it in the desired order.
      7. Optional: Click the bin icon to the right of a choice to remove the choice from the list.
    5. Optional: Click the general step to icon for the question if the next question to be asked is not the next question defined.
      1. From the drop-down list that shows up, choose the question to which the user will jump after answering the current question. Note that the step to options of individual choices take precedence over the general step to option for the question.
    6. Optional: Under Optional content, write introductory text to the survey (to be displayed on the first question) and some final words (to be displayed after the last question).
      1. Under On first question, enter the text of the different introductory elements to the campaign:
        • Greetings: Brief salutation formula. To personalize your greetings, use a word between braces to refer to the user (e.g. {user}, {colleague}, {co-worker}, etc). In the greetings, the placeholder is replaced by the actual name of the user who receives the notification, if the system is able to retrieve it. Otherwise, the notification displays the word without the braces.
        • Header: Message displayed above the first question. Useful to clarify the purpose of the campaign to the user.
        • Footer: Message displayed below the first question. Useful to give additional info about the campaign process (estimated duration, deadline, contact information, etc).
      2. Under After last question, type in some acknowledgment text as Final message.
  11. Optional: Before saving your campaign, click Preview to inspect how the end-users will see the campaign in their own devices. The preview function relies on the Collector being installed in the same machine that runs the Finder.
  12. To save your new campaign, either:
    • Click Save to keep your changes without publishing the campaign. The name of the campaign appears grayed out to indicate that the campaign remains in the idle state.
    • Click Save & Publish to store the changes and publish immediately your campaign. Targeted users start receiving notifications to take the survey. Once the campaign is published, you cannot modify its settings (even after the campaign is retired).

Inserting links into campaigns

To provide additional information about a campaign, insert links into any of the following sections, which are displayed with the first question:

  • Greetings
  • Header
  • Footer

The links should point to a web page with more detailed information about the campaign and they must have the form:

  • [Link text](
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