How to create a campaign

Click here to watch a walkthrough video of the below instructions.

1. Go to your “Campaigns” page in Compono Engage 
2. Click on the blue “Create campaign” button. 

This will create a new campaign, titled with the date and time that the campaign was created. This name cannot be edited.  

Setup your campaign

With your new campaign created, you will then need to step through a series of quick setup pages.

Step 1: Select a purpose

• Specify why you want to measure culture
• Your response will not impact the features you have access to

Step 2. Choose a closing date

• Select a closing date for your culture campaign
• This is the date the campaign will automatically close
• All user demographic information must be captured in Compono when the campaign closes, in order to utilise these as filters in the Culture reports.
• No responses can be submitted after the closing date

Step 3. Add milestones

• Milestones are events that add context to your assessment
• These can be internal events like a company restructure or an external event like an earthquake
• Survey respondents will not see these milestones

Step 4. Review the text of the survey

• This is what the respondent will see when starting the survey, and after the complete it
• You may want to change the survey introduction or closing message, or you can choose to leave the defaults we have provided

Step 5. Write a compelling invitation

• The wording and sponsor of your invitation can have a big effect on your response rate
• Click the ‘Help me write an invitation” button to get started
• Enter a Sponsor name and Sponsor title then click Finish 
  • A template invitation message will be created which you can edit 
  • The specified sponsor name and title will be used to sign off the invitation 
  • When respondents are emailed the invitation to complete the survey, the sender of the email will appear to be the Sponsor name
  • IMPORTANT: If you wish to change the sponsor name, click on ‘Help me write an invitation” and repeat the process. Do not edit the sponsor name/title in the text, as this will not update the name used when sending the email invitation

Step 6. Add a note or description

• Optionally add any notes about this campaign 
• Survey respondents will not see these notes

Step 7. Invite respondents

• Select people from the list on the left, and click on “Add >” to add them to the respondents list on the right
• Use the search to search for specific people
• Click on “Select All” to select all people in the list
• To remove people from the respondents list, select the people you wish to remove and click on “< Remove”. 
• IMPORTANT: You cannot add people to a campaign once it has been published

Step 8. Publish your campaign

• Once you are happy with the campaign setup, you can publish your campaign by clicking on “Publish campaign”
• This will send an invitation to your respondents to complete the culture and engagement assessment
• IMPORTANT: Once you publish the campaign, you cannot edit the campaign or invite extra users to respond