Engage automatic dashboards


Engage automatic dashboards

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To easily visualize the results of campaigns, the Portal automatically generates a set of dashboards for all your created campaigns:

Campaigns overview
A list of all the campaigns available, along with their status and basic statistics about participation in the campaign.
Campaign details
For each campaign, display the list of all questions and the breakdown by number of responses to the possible answers.

Campaigns overview


To see the list of available campaigns:

  1. Log in to the Portal as a user with access to campaign dashboards enabled.
  2. Click the CAMPAIGNS tab at the top of the window. The overview dashboard with the list of available campaigns shows up.
  3. Optional: Click a row on the list to display the details of the corresponding campaign, as described in the next section. Details are not available for campaigns created before the availability of Engage automatic dashboards.

For each campaign, the overview dashboard displays:

  • Status: The current status of the campaign.
    • Draft: The campaign has not been published yet.
    • Active: The campaign has been published.
    • Retired: The campaign has been retired.
  • Name: The name and type of the campaign, where the possible types are the following:
    • Regular: For one-off or recurring campaigns triggered by an investigation.
    • Manual: For manually triggered campaigns.
    • CSM: For campaigns that are addressed to a sample of the total targeted population each day (Continuous Satisfaction Measurement).
  • Priority: Indicates whether the campaign is urgent or not.
    • Urgent: If the campaign is urgent (nothing if not urgent).
  • Answers: The total number of times that the campaign was fully or partially answered.
    Alert.gif A warning icon shows to the left of the number of times responded if the campaign was published before the feature was activated. Only the responses sent after the activation of automatic dashboards are recorded.

Campaigns triggered by remote actions for self-help scenarios are not listed in the campaign overview dashboard.

Campaign details

To see the detailed statistics of a campaign, click its corresponding entry in the campaign overview dashboard. See an example of a campaign details dashboard below:


The details of a campaign include:

  • N answers: Number of times that employees answered the campaign, as already displayed in the campaign overview.
    Alert.gif The number of people that answered is preceded by a warning message if the campaign was published before the feature was activated. Only the responses sent after the activation of automatic dashboards are recorded.
  • A button to export the statistics about the answers to each campaign:
    • Optional: Click EXPORT ANSWERS to download a CSV file with the campaign details.
  • For each question in the campaign, the campaign details dashboard displays:
    • The text of the question.
    • The number of unique employees who answered the question (people answered).
    • The type of question:
      • NPS
    • For questions other than the NPS type, see the list of answers, which include in turn:
      • The text of each answer.
      • The number of times that employees selected that answer, graphically represented as a horizontal bar.
    • For questions of the NPS type:
      • The value of the Net Promoter Score, calculated as:
        Percentage of promoters - Percentage of detractors
      • The number of times employees were considered:
        • promoters
        • passives
        • detractors
    • If the question included an optional free text section, the number of comments left by employees is displayed below. Click the link to read the actual comments of each employee.

Understanding the number of responses

To correctly interpret the results of a campaign, ensure that you understand the meaning of each figure in the dashboards:

  • In a campaign, the number of answers represents the number of times the employees answered all or part of the questions.
If an employee received the campaign twice and the employee answered the campaign twice, the contribution of this employee to the number of answers is 2.

  • In a question, the number people answered represents the number of unique employees that answered the question.
If an employee received a campaign twice and responded to a particular question twice, the contribution of the employee to people answered for that question is just 1.

  • Each option of a question displays in turn the number of times that an employee chose that option (promoter, passive or detractor, in NPS questions, and the length of a bar, in the other types of questions).
If an employee received a campaign twice and chose a particular option as answer to a question twice, the contribution of the employee to that option is 2.

Focusing on answers

In order to focus on important answers or better understand the relationships between the various questions, you can click on parts of the dashboard to apply filters.


Related references