Engage automatic dashboards

Contents

Engage automatic dashboards

Overview

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

CampaignDashboardsExperience.png

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).
  • Responded: The total number of times that the campaign was fully 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:
    WarningCampaignCreatedBefore.png

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:

CampaignDetailsExperience.png

The details of a campaign include:

  • N people responded: Number of times that employees fully answered the campaign, as already displayed in the campaign overview.
    Alert.gif The number of people that responded 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:
      • SINGLE ANSWER
      • MULTIPLE CHOICE
      • OPINION SCALE
      • 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:
      NPSQuestionExperience.png
      • 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 people responded actually represents the number of times employees fully responded the campaign.
    • If an employee received the campaign already twice and the employee fully responded the campaign twice, for instance, the contribution of this employee to people responded is 2.
  • In a question, the number people answered represents the number of unique employees that answered the question.
    • If an employee receives a campaign twice and responds 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 receives a campaign twice and chooses a particular option as answer to a question twice, the contribution of the employee to that option is 2.

Therefore, the following situations might arise:

  • The number of people responded in a campaign is greater than the number of people answered in a question of that campaign.
    • Occurs when employees received the campaign and fully responded to it more than once, as people answered only counts unique employees.
    • It can also occur in campaigns that define a non-lineal question flow, as some questions may be jumped over depending on the answer to other questions.
  • The number of people responded in a campaign is lower than the number of people answered in a question of that campaign.
    • Occurs when employees received the campaign and answered that question but did not fully respond the campaign, so they are not counted in people responded.
  • Adding the lengths of the bars for the options of a question yields a greater number than people answered for that question.
    • Occurs when employees received the campaign and responded to the question more than once, as people answered only counts unique employees.
  • Adding the number of promoters, passive and detractors of an NPS question yields a greater number than people answered for that NPS question.
    • Same as before, it occurs when employees received the campaign and responded to the NPS question more than once, as people answered only counts unique employees.
Related references