How to Use Campaigns

Use Campaigns to track responses to surveys.

Joel Smith avatar
Written by Joel Smith
Updated over a week ago

If you're just getting started with campaigns or you're not quite sure why you might want to use them, check out our Introduction to Campaigns before digging in.

Creating a New Campaign

In order to track responses for a survey in KickUp, open the Campaigns manager in Menu > Manage > Campaigns. N.B. If you don't see this menu option, make sure that your user account has the "Manage Campaigns" permission turned on.

There, you'll find a list of any campaigns that have been created for your organization as well as the option to add a new campaign. Click the button in the upper right corner to get started on your first campaign.

The two necessary parts of any campaign are the data source (i.e. survey) as well as a list of expected respondents. At its core, a campaign is a device for telling you how many of the people on your expected list have actually responded to the data source that you've selected. The first step, though, is to select the data source you want to track.

Creating a List for Campaigns

With your data source selected, you'll want to Save and Continue to add people to your campaigns list.

Adding People by Name

You can easily add anyone from your organization's directory by typing in their name or email in the input box. This allows you to tactically add a single person to your list.

Adding People by Attribute

Sometimes, you might need to add a whole bunch of people to your list, though, so you can easily add people by attributes that are true about them. Any attribute that is listed in your directory (such as school, grade, and role) can be used to add people to your list.

Adding People by Email

If you have a list of emails (pulled from a spreadsheet or CSV), you can also add them as a comma separated list. N.B. This works well for cases where an email hasn't yet been entered into your directory.  

Using Your List

Now that you have added users to your list, you can filter down to see who has completed or not completed a response for the data source that you selected when setting up the campaign. 

Additionally, you can download a CSV of your list to do your own data analysis or pull emails for specifically following up with users (we hope to be adding some functionality around this in the future!).

Using Advanced Conditions for Clarifying Response Counts

In some cases, you might have a data source that is used for a whole year and you want to only see responses for either a specific time of year or some other defining characteristics. To refine the condition for "completeness" of a response, click on the Show Advanced Configuration button on the campaign overview page.

Here, you can add conditions to your campaign to qualify certain response. You have two basic options for conditions: date ranges and response attributes. 

Setting up Date Range Conditions

Date range conditions allow you to select a start date and end date. Only responses that have been submitted between the start date and end date will be considered when calculating the "completeness" of a response. This condition works well when you're tracking responses for a survey that has a clear deadline or time window for completion.

Setting up Response Attribute Conditions

Response attributes conditions allow you to select a type of attribute as well as a specific value of that attribute that has been submitted with responses in your organization. These are attributes associated with the survey submission itself not with other information KickUp may have about the respondent; response attribute often pertain to the context of the survey response like time of year, event type, etc.

Setting up Multiple Conditions

When setting up conditions, you can set up multiple conditions (of either type) and you can additionally specify whether response must meet all conditions (AND) or whether they only need to meet on of the conditions (OR). 

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