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Viva Engage - Creating and managing campaigns Tutorial

In this video, you will learn about creating and managing campaigns using Microsoft 365. The video covers the process of organizing and coordinating tasks, analyzing activity, and communicating and sharing information with your team.
By applying the appropriate Office 365 tools, you can improve your management processes and productivity.
This will help you effectively create and manage campaigns using Microsoft 365.

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Description

Objectifs :

This document aims to provide a comprehensive guide on how to create, manage, and publish campaigns to enhance employee engagement within a company. It outlines the steps for administrators and communicators to effectively utilize the Campaigns feature.

Chapitres :

Introduction to Campaigns
Campaigns serve as an interactive tool designed to boost employee engagement. They allow administrators and company communicators to create, manage, and delete campaigns, thereby facilitating communication and promoting events or products within the organization.
Accessing the Campaigns Feature
To access the Campaigns feature, licensed administrator users must follow these steps: 1. Click on the three dots in the interface. 2. Navigate to the 'Admin' section. 3. Select 'Feature Management' and then go to the 'Campaign' section. Here, users will find an overview of Active Campaigns, Completed Campaigns, and those in Draft status.
Creating a Campaign
To create a new campaign, follow these steps: 1. Click the button to create a campaign. 2. Enter a name and a hashtag for your campaign in the Campaign Management dashboard. The hashtag will be displayed on the campaign's home page. 3. Share relevant information about your campaign in the designated section. 4. Choose the type of campaign: discussion, question, praise, or poll. 5. Select a theme color for the campaign hashtag. 6. Click 'Create' to finalize the setup. By default, the campaign will be in draft status, meaning it is not yet published and is only accessible to you and other company communicators.
Publishing and Managing Campaigns
Once the campaign is ready, you can publish it by: - Selecting the publish button or clicking on the designated area to 'Publish Campaign'. To manage the campaign, you can: - Modify or delete it at any time by clicking on the three dots and accessing the settings. - End the campaign by selecting the end icon and confirming your choice.
Conclusion
Utilizing the Campaigns feature effectively can significantly enhance employee engagement by promoting new products or events. By following the outlined steps, administrators and communicators can create impactful campaigns that foster interaction and communication within the organization.

FAQ :

What is the purpose of creating a campaign?

The purpose of creating a campaign is to promote a new product, event, or message within the organization, thereby boosting employee engagement.

Who can create and manage campaigns?

Only licensed administrator users and company communicators have the ability to create, manage, and delete campaigns.

What does the draft status of a campaign mean?

Draft status means that the campaign has not been published yet and is only accessible to the creator and other authorized users.

How can I publish a campaign?

To publish a campaign, you need to select the publish button in the Campaign Management dashboard after creating it.

Can I modify or delete a campaign after it has been created?

Yes, you can modify or delete a campaign at any time by accessing the settings through the three dots menu.

Quelques cas d'usages :

Launching a New Product

A company can use the campaign feature to create excitement around a new product launch by engaging employees with discussions, polls, and sharing information about the product.

Organizing a Company Event

Administrators can create a campaign to promote an upcoming company event, allowing employees to ask questions, provide feedback, and share their thoughts through the campaign's interactive features.

Employee Recognition

A campaign can be set up to recognize employee achievements, allowing peers to praise each other and share positive feedback, fostering a culture of appreciation within the organization.

Gathering Employee Feedback

Using the campaign feature, administrators can create polls to gather employee feedback on various topics, helping to inform company decisions and improve workplace satisfaction.

Glossaire :

Campaign

A structured initiative designed to promote a specific product, event, or message within an organization, aimed at increasing employee engagement.

Administrator

A user with elevated permissions who can create, manage, and delete campaigns, as well as access analytics related to those campaigns.

Campaign Management Dashboard

The interface where administrators can create and manage campaigns, including naming the campaign, setting a hashtag, and sharing information.

Draft Status

The initial state of a campaign indicating that it has not yet been published and is only accessible to the creator and other company communicators.

Theme Color

The color selected to represent the campaign, which is associated with the campaign hashtag and used in its visual presentation.

End Campaign

The action taken to conclude a campaign, making it no longer active or accessible to participants.

Available in Microsoft365

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Campaigns are an interactive way

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to boost employee engagement.

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Administrators and company

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communicators can create,

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manage and delete campaigns.

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The creation, display of campaigns

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and analytics are only available

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for licensed administrator users.

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Use the Campaigns feature to promote

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a new product or a specific event.

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To create a campaign,

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click on the three dots, then go to Admin.

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On the displayed page,

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select Feature Management and

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go to the Campaign section.

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Here you will find an overview of.

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Active Campaigns Completed campaigns

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or campaigns in Draft status.

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Click this button to create a campaign.

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Give your campaign a name and a hashtag.

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Note that campaign names are only displayed

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in the Campaign Management dashboard,

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while the campaign hashtag is

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displayed on its home page.

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Share information about your

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campaign in this section.

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Select whether it is a discussion,

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a question, a praise or a poll.

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Choose the theme color for the

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campaign hashtag Here, click Create.

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By default,

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your campaign will be in draft status,

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which means it has not been published

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yet and only you along with other

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company communicators can access it.

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This icon allows you to

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copy the campaign link.

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To publish the campaign,

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select this button or click here,

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then Publish Campaign.

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You can modify or delete

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the campaign at anytime by

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clicking on the three dots,

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then accessing the settings.

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To finish the campaign,

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select this icon,

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then click End Campaign.

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