Campaign360 enables 360-degree feedback collection and reporting for learners or assessees by involving various stakeholders like peers, managers, vendors, etc. This guide outlines the step-by-step process of setting up and managing a Campaign360 initiative.

Prerequisites

Before creating a campaign:

  1. Add or Import Learners: Ensure all assessees are added to the system.

  2. Create Profiles: Group the learners by assigning them a profile.

  3. Create a Survey Module:

    • Navigate to Content > Modules > Add New.

    • Select the survey type, name it, estimate the time required.

    • Enable the 360-Survey option.

    • Add questions:

      • Use the Likert Scale (subtype: Frequency) to generate competency-based PDF reports.

      • Tag each question with the competency name.

      • Use Essay Type for open-ended questions.

    • Save the module.

Accessing Campaign360

Go to 360 Degree > ManageCampaign360 to access the campaign grid.

Creating a Campaign

  1. Click Add New to open the campaign form.

  2. Provide campaign name, description, tag, and duration.

  3. Select the assessee profile.

  4. Optionally enable the end screen to display a congratulatory message.

  5. Choose:

    • The survey module

    • Assessor Appointer

    • Assessor Approver

Assessor Configuration

  • Define assessor types (e.g., peer, manager, vendor).

  • Set:

    • Minimum assessors to be registered per assessee.

    • Minimum assessors required to complete the survey.

    • Leave the count as 0 to skip this requirement.

  • Add more types using the (+) icon.

  • Optional settings:

    • Hide assessor appointment/completion status from assessees.

    • Disable self-rating: Prevents assessees from evaluating themselves.

Email Configuration

Pre-Campaign

  • Appointer Communication: Sent when appointer is self/learner.

  • Reminder to Appointer: Sent periodically until all assessors are registered.

  • Approver Communication: For custom-field approvers.

  • Reminder to Approver: Sent until minimum approvals are met.

  • Assessor Rejection: Notifies appointer of rejection by approver.

Launch Campaign

  • Assessor Communication: Includes survey link; reminders are sent until completion.

  • Participant Communication: Notifies assessee that the campaign has started.

  • Campaign Participant Status: Optional mail showing survey status.

Post-Campaign

  • Participant Report: Automatically sends the campaign report PDF to the assessee.

Assessor Appointment

If Appointer is Admin/Manager:

  1. In the campaign grid, click the plus icon under the Actions column.

  2. Choose the assessee.

  3. Add assessors by username (preferably email).

  4. System auto-fills known users; others require manual entry.

  5. Click Save.

If Appointer is Self/Learner:

  1. User logs in and navigates to the campaign list.

  2. Click the plus icon under Actions.

  3. Add assessor details and save.

  4. Registration percentage is displayed.

Assessor Approval

  • If approval is not required: Assessors are approved upon registration.

  • If approval is by Admin/Manager:

    1. Click the thumbs-up icon in the campaign grid.

    2. Choose the assessee.

    3. Approve or reject assessors using tick or cross buttons.

  • If approval is via custom field:

    1. Approver logs in.

    2. Access campaign list and click the thumbs-up icon.

    3. Approve/reject assessors similarly.

Activating the Campaign

Once the minimum number of assessors are approved:

  1. Edit the campaign.

  2. Click the Activate button at the top-right.

  3. Save the campaign.

Post-activation, emails with magic links are sent to assessors. Feedback is only allowed until the campaign end date unless manually extended.

Reporting & Dashboards

Admins can monitor campaign progress and feedback via:

Widgets

  • Campaign Completion Widget:

    • Shows completion status per assessee.

    • Allows sending reports and status emails.

    • View assessor completion details.

  • Campaign Activity Widget:

    • Tracks how many assessors gave feedback each day.

  • Campaign Competency Widget:

    • Displays question counts per competency.

Exports

  • Feedback reports available in Excel or PDF formats.