How do I track Campaign progress?

Refer to What are Campaigns? for an overview of how Campaigns work. You must have the appropriate permissions to create or view a Campaign.

To track the progress of your Campaign: 

1. Go to "Campaigns" in the Workspaces tab in your Dashboard.

2. Click a campaign to open its detail page.

 

a. Shows the campaign name, status, the start date, target user count and audience type. When the campaign is Completed, the end date is also shown.

b. Completion rate: the percentage of assignments that have been completed, displayed as a doughnut chart. Assignments where the employee was subsequently removed from the system are excluded from this calculation.

c. Total responses: the total number of submitted responses, including how many of the total assignments have been completed (e.g. "1 of 10 completed").

d. Total issues: the total number of issues created from the campaign's report intake trigger conditions.

e. Tabs: Assignments, Details, Notifications, and History.

f. End campaign: Click to end the campaign. This action cannot be undone. 

Assignments tab

The Assignments tab shows a table of all assignments for the campaign. Each row displays the recipient's name, their manager's name, their assignment status (To Do, In Progress, or Completed), and if an issue was created from their submission, a link to that issue.

Filtering the assignments table

Use the filters above the table to narrow down the list. You can filter by:

• Recipient name
• Manager name
• Assignment status
• Created issue (Yes / No)

Viewing a submitted response
Click on a completed assignment to navigate to the employee's submitted form response.

 

The Details tab

Shows the campaign's configured settings in read-only form: the campaign form, report intake conditions and channel (if configured), audience rules, and audience type.

 

Notifications tab

The Notifications tab shows the subject and body for each notification type (Invitation, 7-day reminder, and 14-day reminder) in read-only form.

 

The History tab

Shows an audit log of changes to the campaign. Each entry displays the timestamp, the name of the user who made the change, and a description of the action.

Completing a campaign

When you are ready to close an Active campaign, click "End campaign" in the top right of the campaign detail page. The campaign status changes to Completed and no further reminder emails are sent.

• Ending a campaign is permanent and cannot be undone.
• Assignments that are not yet completed when a campaign is closed remain visible in the Assignments tab but no further reminders will be sent.
• Campaign managers can view submitted responses for completed assignments regardless of campaign status.
• Campaign settings (content, audience, notifications) cannot be edited after a campaign is published. Use the Details and Notifications tabs to review the original configuration.