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Version 6.30
Version 6.30
  • Welcome
  • Nexthink V6
  • Overview
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    • Portal
    • Nexthink Library
    • Digital Experience Score
  • Installation and configuration
    • Planning your installation
      • Overview of the installation process
      • Hardware requirements
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      • Reference architectures
    • Installing Portal and Engine Appliances
      • Installing the Appliance
      • Installing the Appliance on Azure
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      • Managing Appliance accounts
      • Setting the names of the Portal
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      • Specifying your internal networks and domains
      • Federating your Appliances
      • STIG compliance in Web Console
      • Connecting the Portal to the Engines
      • Configuring session performance storage
      • Configuring device performance storage
      • Setting up a software license
      • Sending email notifications from the Appliance
      • Allocating resources for the Portal
    • Installing the Collector
      • Installing the Collector on Windows
      • Installing the Collector on macOS
      • Installing the Collector for a Proof of Value
      • Assigning Collectors to Engines
      • Assignment of roaming Collectors
      • Collector MSI parameters reference table
      • Nxtcfg - Collector configuration tool
      • Inspecting the connection status of the Collector
      • Querying the status of the TCP connection of the Collector
      • Reporting the URL of HTTP web requests
      • Auditing logon events
      • Viewing user interactions in virtualized and embedded environments
      • Engage notifications on macOS
      • Configuring Collector level anonymization
    • Collector remote connectivity
      • Redirecting and anonymizing Collector traffic
      • Redirecting the Collector TCP channel
      • Support for DirectAccess
      • Windows Collector proxy support
      • Mac Collector proxy support
    • Installing the Event Connector
      • Installing the Event Connector on Linux
    • Installing the Finder
      • Installing the Finder on Windows
      • Enabling Cross-Engine Finder features
      • Expanding the time frame of investigations in the Finder
      • Enabling Finder access to the Library
      • Finder proxy support
    • Updating from V6.x
      • Updating the Appliance
      • Content centralization when updating the Appliance
      • Updating the Collector
      • Viewing Collector deprecated fields
      • Updating the Finder
    • Security and user account management
      • Importing and replacing certificates
      • Hierarchizing your infrastructure
      • Adding users
      • Enabling SAML authentication of users
      • Just-In-Time provisioning of user accounts
      • Enabling Windows authentication of users
      • Multi-factor authentication for local accounts overview
      • Provisioning user accounts from Active Directory
      • Establishing a privacy policy
      • Disabling local accounts for interactive users
      • Setting the complexity and minimum length of passwords for local accounts
      • Protecting local accounts against brute force attacks
      • Preventing password saving in the Finder
      • Controlling session timeouts in the Portal
      • Security settings in the Appliance
      • Setting the Do Not Disturb periods between campaigns
    • Data retrieval and storage
      • Data retention
      • Increasing the maximum number of metrics
      • Establishing a data retention policy in the Engine
      • Storing Engine data in a secondary disk drive
      • Importing data from Microsoft Active Directory
      • Setting the locale in the Portal
      • Changing the Time Zone of the Portal
      • Time Zones and data collection
      • Changing the data collection time of the Portal
      • Nightly task schedules timetable
      • Changing the thresholds of High CPU warnings
      • Automatic restart of unresponsive Engine
    • Maintenance operations
      • Logging in to the CLI
      • Special operation modes for the Engine and the Portal
      • Changing the default ports in the Appliance
      • Centralized Management of Appliances and Engines
      • Monitoring the performance of the Appliance
      • Resizing partitions in Appliance
      • Configuring the system log
      • Examining the logs in the Portal
      • GDPR - Retrieving or anonymizing personal data
      • Finding out unlicensed devices
      • Removing devices
      • Installing third-party software in the Appliance
      • Installing VMware Tools in the Appliance
      • Operational data sent to Nexthink
      • Sending additional data to Support
    • Disaster recovery
      • Planning for disaster recovery
      • Web Console backup and restore
      • Engine backup and restore
      • Portal backup and restore
      • Rule-based assignment backup and restore
      • License backup and restore
      • PKI backup and restore
    • Branding
      • Branding the Portal
      • Branding of campaigns
  • User manual
    • Getting started
      • Logging in to the Finder
      • Logging in to the Portal
      • Enabling STIG in Webconsole
    • Querying the system
      • Searching the subject of interest
      • Executing an investigation
      • Creating an investigation
      • Editing the options of an investigation
      • Combining logical conditions in investigations
      • Navigating through the results of an investigation
      • Properties of users and devices
    • Visualizing system activity in the Finder
      • Getting a quick overview
      • Graphically observing the activity of users and devices
      • Observing service performance
      • Viewing network connections
      • Viewing web requests
      • Viewing executions
    • Monitoring IT custom metrics
      • Creating a metric
      • Examples of metrics
      • Session performance
      • Device performance
      • Following the evolution of a metric
      • Finding the visuals of a metric
    • Monitoring IT services
      • Analyzing service quality
      • Creating a service
      • Following the evolution of a service
      • Specifying URL paths of web-based services
    • Engaging with the end user
      • Getting feedback from the end users
      • Types of campaigns
      • Creating a campaign
      • Editing a campaign
      • Types of questions
      • Controlling the flow of questions
      • Translating a campaign
      • Triggering a campaign manually
      • Limiting the reception rate of campaigns
      • Scrutinizing the results of a campaign
      • Continuously measuring the satisfaction of employees
    • Rating devices and users with scores
      • Computing scores
      • Creating a score
      • Checking and comparing ratings
      • Computing potential savings
      • Score XML Reference
      • Documenting scores
    • Remotely acting on devices
      • Scenarios for remote actions
      • Creating a remote action
      • Executing remote actions
      • Triggering a remote action manually
      • Writing scripts for remote actions on Windows
      • Writing scripts for remote actions on Mac
      • Example of self-healing scenario
      • Example of self-help scenario
      • Application control and remote actions
    • Organizing objects with categories
      • Classifying objects of the same type
      • Creating categories and keywords
      • Tagging objects manually
      • Tagging objects automatically
      • Importing tags from text files
    • Getting notified by the system
      • Receiving Engage campaigns
      • Receiving email digests
      • Receiving alerts
      • Creating a service-based alert
      • Creating an investigation-based alert
    • Building web-based dashboards
      • Introducing dashboards in the Portal
      • Creating a dashboard
      • Examining metrics in depth
      • Documenting dashboards
      • Assessing license use
      • Computing dashboard data
      • Reusing dashboard content
    • Importing and exporting authored content
      • Methods for reusing authored content
      • Manually sharing Finder content
      • Importing a content pack
      • Conflict resolution
      • Exporting a content pack
  • Library packs
    • Compliance
      • Device Compliance
    • Configuration Manuals
      • Overview (Configuration Manuals)
      • Installing A New Version Of A Library Pack
    • Digital Employee Score (DEX score)
      • DEX Score Installation And Configuration
      • Detailed Library Pack Changelog
    • Device management
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      • Group Policy Management
      • Hardware Asset Renewal
      • Hardware Asset Renewal Advanced
      • Application Auto-Start Impact
    • Remote Employee Experience
      • Remote Worker Experience
      • Home Networking
      • Change Log And Upgrade Process
      • Remote Worker Vs Office Worker Device Category
      • Remote Worker Insights
      • DEX V2 Upgrade Of Remote Worker
    • Persona Insight
      • Persona Insight - Overview
      • Persona Insight - Library Pack
      • Persona Insight - Score Only Pack
      • Persona Insight - Without Campaign pack
      • Persona Insight - Getting Started and Upgrade Procedure
      • Persona Insight - Configuration Guide
      • Persona Insight - Troubleshooting - Multiple devices on multiple engines
      • Persona Insight - Reference Guide
      • Persona Insight - Example Pack
      • Persona Insight - Device Sizing
        • Persona Insight - Device Sizing Overview
        • Persona Insight - Device Sizing Configuration
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        • Persona Insight - Application Sizing Overview
        • Persona Insight - Application Sizing Configuration
      • Legacy Persona documentation
        • Persona Insight - Library Pack (V.1.0.0.0)
        • Persona Insight - Base Pack
        • Persona Insight - Base Pack Advanced
        • Persona Insight - Customization Guide (V1.0.0.0)
        • Persona Insight - Configuration Guide (V1.0.0.0)
        • Persona Insight - Reference Guide (V1.0.0.0)
    • GSuite
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        • Virtualization: Troubleshooting: Configuration
    • Windows
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  • Integrations
    • Nexthink ServiceNow Service Graph Connector
      • Overview
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      • Installation and Configuration Guide
        • Pre-requisites
          • Configure Identification Rules
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      • Data transformation and mapping by default
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      • FAQ
        • Why ServiceNow Service Graph Connector?
        • What about Nexthink CMDB Connector?
        • Why is the name the primary key for the devices?
      • Troubleshooting
        • IRE identification issues
          • [No Choice found in the sys_choice table for the target table](integrations/nexthink-servicenow-service-graph-connector/troubleshooting/ire-identification-issues/ no-choice-found-in-the-sys_choice-table-for-the-target-table.md)
          • Identification rules not created
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        • Configure credentials issues
          • [Not allowing update of property authentication_choice](integrations/nexthink-servicenow-service-graph-connector/troubleshooting/configure-credentials-issues/ not-allowing-update-of-property-authentication_choice.md)
          • Invalid username/password combo (HTTP 401/403)
        • Configure Engines Issues
          • [The client secret supplied for a confidential client is invalid](integrations/nexthink-servicenow-service-graph-connector/troubleshooting/configure-engines-issues/ the-client-secret-supplied-for-a-confidential-client-is-invalid.md)
        • No Cis imported and no errors found in the log
    • Nexthink ServiceNow Incident Management Connector (IMC)
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      • Installation and Configuration Guide
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        • Upgrading from Splunk Connector to Event Connector
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      • Dimensioning guide
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  • Glossary and references
    • Search and information display
      • Search in Finder
      • Keyboard shortcuts for column display selection
      • Campaign display compatibility
      • Real-time and consolidated service data
      • Service errors and warnings
      • Errors and warnings for devices and executions
      • Types of widgets
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      • Errors in the execution of remote actions
      • Top results of Cross-Engine investigations
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      • Maximum supported values
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        • Is Nexthink affected by Okta breach
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        • Nexthink and Log4j - Security bulletin
        • CVE-2022-22965 - Security Vulnerability Spring4shell - Spring Framework
        • Version 6.22.2.10: Security Vulnerability Maintenance Release
        • The Collector V6.27.X Release – Security Bulletin
    • References
      • Components of the Collector
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    • Glossary
      • Activity
      • Alert
      • Application
      • Binary
      • Campaign
      • Category
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    • Integrating with Nexthink
      • Event Connector
      • Getting data through the NXQL API
      • Bidirectional integration with the Finder
      • Count metrics API
      • Software metering API
      • Services API
      • List Engines API
      • GetSID API
      • Triggering campaigns via their API
      • Triggering remote actions via their API
      • Audit trail API
      • Integrating investigation-based alerts
      • Downloads
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      • Introducing the NXQL API
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    • Integrations
      • Excel integration with NXQL
      • Power BI
      • Azure Data Lake Storage Gen2
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    • ServiceNow
      • CMDB Connector
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On this page
  • Procedure
  • Notifying users
  • Targeting users
  • Writing the questions
  • Optional translate and preview
  • Inserting links into campaigns
  • Brand image on campaigns
  • Maximum number of published campaigns

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  1. User manual
  2. Engaging with the end user

Creating a campaign

Last updated 9 months ago

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Procedure

To create a new campaign:

  1. Log in to the Finder as a user with .

  2. Select the Campaigns section on the left-hand side of the main window.

  3. Right-click the header of the Campaigns section or the empty area below it.

  4. Select Create new campaign from the context menu. The form to create the campaign shows up in a new tab.

  5. Click the temporary name Untitled campaign n and replace it by an appropriate name for the campaign.

  6. Optional: Briefly describe the purpose of the campaign in the field with the text Enter optional description here....

  7. Provide personal information about the owner of the campaign in the SENDER section. The information about the sender is displayed both in the notification pop-up and when end users take the campaign, to help them identify who is requesting their attention:

    1. As Name, type in the name of the sender.

    2. As Title, type in the job title of the sender.

    3. Optional: Click the icon under Picture and choose an image that identifies the sender.

Notifying users

In the NOTIFICATION section, specify how your users are notified when the campaign is published, in addition to the sender information:

  1. Optional: Tick Skip notification for the campaign to jump over the notification step when being shown to the end users (useful for communicating important matters). Note that you still need to provide the rest of the fields in the NOTIFICATION section for with Collectors V6.20 and lower, which still show the notification regardless of the value of this setting.

  2. As Subject, enter the main theme of the campaign.

  3. Optional: As Footer, type in additional text that appears below the subject of the campaign in the notification pop-up.

  4. From the Reminder Frequency list, select how often the notification is repeated for a particular user, until the user completes the survey. The possible values are:

    • Twice per day

    • Once per day

    • Twice per week

    • Once per week

  5. Optional: Choose the persistence of the notification on the screen of the end user under Notification is always visible:

    • until user closes it: the notification stays indefinitely on the screen until the end user either accepts or declines the campaign.

    • for 60 seconds: the notification hides after 60 seconds of no action from the user.

Targeting users

In the RECIPIENTS section, specify how to target users and the urgency of the campaign.

  1. Complete the sentence Users are targeted:

    • Choose with an investigation to select the target users by means of an investigation.

      1. Optional: Right-click the investigation and select Run... to see the list of users that will compose the initial audience of the campaign (depending on the settings of the investigation, the audience may vary with time). Beware that you are connecting to a single Engine with the Finder, so you may get less results than the campaign itself in a multi-Engine setup.

        1. Choose to send the campaign to all target users to create a one-off or recurring campaign. In the option Target users will receive the campaign:

          • Select only once to create a one-off campaign.

Writing the questions

In the QUESTIONS section, compose the questions to be answered by the targeted users.

  1. Type in an identifier for the question in Question name. This is the name displayed in the Finder and the Portal when referring to the question.

    • Single answer: The user must select only one out of all the available options.

    • Multiple answer: The user may tick several options from the list of all those possible. At least one must be selected for the user to be able to continue.

    • Opinion scale: This is basically a single answer question where each choice gets assigned a numerical value.

  2. Type in the actual question in Text displayed.

  3. Specify the available choices for the question in Choices. For each choice:

    1. Type in the text that the user reads as an option to choose in the Text displayed column.

    2. Type in an identifier for the choice in the Name column. This is the name displayed in the Finder and the Portal when referring to this particular choice.

    3. Optional: If the question was of the opinion scale type, assign a numeric value to it in the Value column. By default, any new opinion scale choice gets the maximum value from those assigned to the previous choices plus one.

    4. Optional: If the question was of the single answer or opinion scale types, click the step to icon that displays a turning arrow to alter the natural order of the questions in the campaign when the user selects the current choice as answer. The step to icon is not available for choices of multiple answer questions, as the user may select more than one choice.

      1. From the drop-down list that shows up, choose the question to which the user that selects the current choice will jump.

    5. Optional: Click Add choice to create an additional choice and repeat the previous steps.

    6. Optional: Click the up and down arrows to the right of a choice to reposition it in the desired order.

    7. Optional: Click the bin icon to the right of a choice to remove the choice from the list.

  4. Optional: Click the general step to icon for the question if the next question to be asked is not the next question defined.

    1. From the drop-down list that shows up, choose the question to which the user will jump after answering the current question. Note that the step to options of individual choices take precedence over the general step to option for the question.

  5. Optional: If the question is of the multiple answer or the opinion scale types, tick Optional text to add text field to the question where users can freely express themselves.

    1. Type in a Label for the text field.

  6. Optional: Under Optional content, write introductory text to the survey (to be displayed on the first question) and some final words (to be displayed after the last question).

    1. Under On first question, enter the text of the different introductory elements to the campaign:

      • Greetings: Brief salutation formula. To personalize your greetings, use a word between braces to refer to the user (e.g. {user}, {colleague}, {co-worker}, etc). In the greetings, the placeholder is replaced by the actual name of the user who receives the notification, if the system is able to retrieve it. Otherwise, the notification displays the word without the braces.

      • Header: Message displayed above the first question. Useful to clarify the purpose of the campaign to the user.

      • Footer: Message displayed below the first question. Useful to give additional info about the campaign process (estimated duration, deadline, contact information, etc).

    2. Under After last question, type in some acknowledgment text as Final message.

Optional translate and preview

  1. Optional: Before saving your campaign, click Preview to inspect how the end users will see the campaign in their own devices. The preview function relies on the Collector being installed in the same machine that runs the Finder.

  2. To save your new campaign, either:

    • Click Save to keep your changes without publishing the campaign. The name of the campaign appears grayed out to indicate that the campaign remains in the idle state.

Inserting links into campaigns

To provide additional information about a campaign and give end users the possibility to contact support either by email or instant messaging, insert appropriate links into any of the following sections:

Sender
On first question
Question
After last question
  • Name

  • Title

  • Greetings

  • Header

  • Footer

  • Text displayed

  • Final message

The links must have the following formats depending on their type:

Web links

[Link text](http://www.example.com/campaign-info)

Email links

[Link text](mailto:someone@example.com?subject=Optional%20subject)

Instant messaging links

[Link text](im:sip:username)

When a user clicks a link in a campaign, the OS opens the application associated to the protocol.

Brand image on campaigns

Applies to platforms | Windows |

Maximum number of published campaigns

To gather the answers from the end users, campaigns add custom fields to the user object. In addition, the traffic between the Collectors and their corresponding Engine also increases as a result of asking end-user feedback.

To keep the impact of publishing campaigns on both the network traffic and the performance of the Engine within bounds, the maximum number of simultaneously published campaigns is limited. According to the type of campaign, create up to:

  • 15 one-off or recurring campaigns.

  • 15 continuous satisfaction measurement campaigns.

  • 100 manually triggered campaigns.

  • 1000 campaigns embedded in remote actions.


RELATED TASKS

RELATED CONCEPT

RELATED REFERENCES

Drag and drop an into the RECIPIENTS section.

Select the desired by combining the two available targeting policies. In the option The campaign will be sent to:

Select again and a to create a recurring campaign.

Choose to send the campaign to a different sample of the target users every day to create a .

Select a for the option Target users can receive the campaign again after x [time unit].

Choose with a remote action to use the campaign in a of Nexthink Act.

Choose manually to later trigger the campaign either or through .

Tick This campaign is urgent to notify users immediately after the publication of the campaign, even when the users recently answered another . By default, campaigns are not urgent; which means that they respect the between campaigns.

Choose the from the Type list:

Optional: Under Translations, click the link Click here to add a new translation for .

Click Save & Publish to store the changes and publish immediately your campaign. Targeted users start receiving notifications to take the survey. Once the campaign is published, .

Further with your own logo and colors to reflect your brand identity and encourage end users to answer.

Note that the may actually lower the maximum number of campaigns that you can publish.

type of campaign
continuous satisfaction measurement campaign
self-help scenario
manually from the Finder
the Engage API
campaign
Do Not Disturb period
type of question
translating the campaign to a different language
customize the appearance of campaigns
Translating a campaign
Creating an investigation
Triggering a campaign manually
Triggering campaigns via their API
Limiting the reception rate of campaigns
Hierarchizing your infrastructure
Branding of campaigns
Continuously measuring the satisfaction of employees
Campaign
Types of questions
Campaign display compatibility
Maximum supported values
backwards compatibility
you can edit only a restricted set of its features
the right to create campaigns
limit on the number of available custom fields
investigation on users
quiet period
quiet period