How to create a campaign


This feature is only included in the Enterprise plan with options campaigns.


A Campaign shows a group of questionnaires all in one screen which can be accessed with just a single link. Respondents can view the campaign menu of questionnaires and then click the questionnaire that they want to complete.


You'll be able to give access to the entire selection or only to one (or more) questionnaire(s) at a time. A campaign can be accessed anonymously or by name. 


Why would you want to know who is doing your campaign?

  • You can see which questionnaires they have completed
  • You can check their scores

Read this guide which details how to track contacts' progress.


So now you know what a campaign can be useful for... let's see how to combine your questionnaires into a campaign.

Here's what this guide will cover:

  1. Create a new campaign
  2. Name your campaign
  3. Set up the campaign menu
  4. Add your questionnaires
  5. Choose which questionnaires to show
  6. Share your campaign


1 Create a new campaign

Log in and scroll down the Home screen to the section called All campaigns. Click Create campaign.


create campaign button


2 Name your campaign

Now you'll see a screen similar to the questionnaire screen. You can name your campaign and make your own link.


create campaign - title and link


3.1 Introduce your campaign

It's time to enter an Intro text that will appear on the campaign menu. The campaign menu is the actual menu with the survey/quiz buttons that the respondent will see.


Write your Intro text here.


create campaign intro text


Tip: Make sure you write clearly what is expected of respondents so they're not confused from the beginning. State if they can choose to do any questionnaire or if you'll want them all to be completed.


The Intro text appears on top of the list of questionnaires. Here's what your campaign menu could look like:


create campaign - campaign menu


3.2 Change your Campaign menu questionnaire settings

Head over to the right side of the screen to make changes to the campaign menu questionnaire settings.


Campaign menu questionnaire settings


  1. Toggle this button if you want to show all active and inactive questionnaires in the menu. See section 5 to learn more about showing and hiding selected questionnaires.
  2. Show score next to the questionnaire - when a respondent has taken one of your quizzes or surveys where they can obtain a score, the score is shown on the campaign menu next to that survey or quiz. You can only use this feature when you attach your respondents to the campaign up front. Learn more about this here.
  3. If you want a refresh button, turn it on using this button. If your respondents are taking the campaign on their own device it might be useful to add the refresh button in order that they can easily refresh the page to see the latest updates.


4 Add your questionnaires

Click Add questionnaires to add your questionnaires to the campaign.


create campaign - add questionnaire


Tip: It's best to only add questionnaires once they are entirely finished as you can't make changes to the questions in the Campaigns screen. If changes are needed, go to the Home page and make your changes to the questionnaire from the list of All questionnaires. The changes you make will be automatically updated in your campaign questionnaire.


Now you can choose which of your questionnaires you want to add to the campaign. Click to Add the original questionnaire or Add as copy to copy the original questionnaire. If you add as copy and you need to make changes, make sure to change the copy and not the original so that the changes will be updated in your campaign.


create campaign - add questionnaires


Once you've added the questionnaires, they'll show up under the Campaign menu:


create campaign - added questionnaires


5 Choose which questionnaires to show

You can choose to show all the questionnaires in the campaign menu, or only selected ones. Let's have a look at each option.


5.1 Show only one questionnaire

Show one questionnaire when you want to give your respondents one link, and you can switch to different questionnaires when the timing is right. 


You'll need to hide the campaign menu - toggle the show button to the left.


create campaign - hide campaign menu


Choose which of your questionnaires you want to show by toggling that one to Show and the others to be hidden.


create campaign show questionnaire


Tip:  Here's a idea for when showing one questionnaire can be used - send the link before a training session with a short survey about what to expect and ask respondents to bookmark the link. During the training you can replace the questionnaire by a short interactive quiz and ask them to go back to the link. After the training you can put your evaluation on there.


5.2 Show all questionnaires (and make only several accessible)

Make sure your campaign menu is set to show and you've turned on show all active and inactive questionnaires in the menu


create campaign settings for campaign


Choose from your questionnaire list which ones you are going to show by toggling the Show button. If you show them all, then they can be taken by the respondent at any time.


create campaign show all questionnaires


All questionnaires marked to be shown will appear as clickable buttons on the campaign menu. Questionnaires that were marked to be hidden will appear as greyed out buttons.


create campaign greyed out questionnaires


Tip: Use this type of menu to give your respondents a reason to come back to the link and show them what more will be coming.


5.3 Only show several surveys/quizzes of your selection

Make sure your campaign menu is set to show and you've turned off show all active and inactive questionnaires in the menu.


create campaign - turn off show all questionnaires


Choose from your questionnaire list which ones you are going to show by toggling the Show button. If you show them all, then they can be taken by the respondent at any time.


create campaign - show and hide questionnaires


Only questionnaires marked to be shown will appear as clickable buttons on the campaign menu. Questionnaires that were marked to be hidden will not show up in the campaign menu.


create campaign - campaign menu


Tip: This type of menu with hidden questionnaires is perfect if you do not want to distract respondents or give them the feeling they'll have a lot of work answering everything. You can deactivate older surveys and activate the other surveys in your campaign as you go.


6 Share your campaign

Yay - you've set up your campaign, now you'll want to share it with the world... or maybe just your employees! See this guide for all the ways to share (link, embedding or email) or check out this detailed guide to learn about sending your campaign out by email.


You're done... once you've clicked Save of course!