Manage Your Campaigns

A campaign is an assessment you run for a group of participants over a set period. This guide shows you how to create a campaign, set its timeline, and invite participants.

From your dashboard, start a new campaign and choose the assessment you want to run. Give the campaign a clear name so you can recognize it later — for example, the team and the period it covers.

Set the timeline

Every campaign has a start date and a deadline. Participants can complete their assessment any time between these dates. Choose a window that gives people enough time to respond without losing momentum — a week or two is common.

Invite participants

Once your campaign is set up, select the members or groups you want to include and send the invitations. Each participant receives an email with a personal link to begin. You can track who has and hasn't responded from the campaign overview.

Send reminders

If some participants haven't responded as the deadline approaches, you can send a reminder to those who still need to complete their assessment. Reminders go only to people who haven't finished, so no one is contacted unnecessarily.

What's next

Once your campaign closes, you can view and download the reports.

Questions about campaigns? Email us at support@dialogos.com.