If you have hundreds of teams you want to measure, scheduling assessments and retros can be a full-time job.

You asked and we heard you! Introducing Campaigns…the ability to launch, schedule, facilitate, track, and communicate assessments at scale.

Launch your campaign in 5 simple steps.

  1. Campaign Details: Select campaign details and decide how you want to match them with facilitators
  2. Select Teams: Search and filter your teams by tags and limit your search by hierarchy
  3. Select Facilitators: Select facilitators for those teams
  4. Matchmaking: Match teams with facilitators automatically, manually, or assign team contacts as facilitators
  5. Review: Confirm the details of your campaign and launch!

Once your campaign is launched, you can view your results in a dashboard.

View by teams, facilitators, or matchmaking.

If you need to remind a team or send them a message, the compose email function makes this really easy.

  1. Select the teams you want to contact
  2. Choose team contacts or facilitators to receive the email. The platform collects the team contact and facilitator emails for you, so you don’t have to find them.
  3. Select a message from a variety of templates, or type your own email.

That’s it! Now you can spend less time launching assessments, and more time reviewing results.

Want to learn more about the Campaign feature? Check out this video from Campaign product owner, Sean Lemson.