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With CardioLog Engage you can target the right users with the right messages at the right time by:

  • Creating campaigns based on predefined goals or create your own personalized message from scratch
  • Delivering campaigns to specific user segments based on their organizational information (department, role, etc.) and their past behavior (pages they've visited, goals they've accomplished)
  • Sending your audience a message via email, SMS, pop-up (in-app) message on SharePoint, automated phone call or any third-party service such as Microsoft Teams
  • Directing your users to further action, depending on their response 

Contents

Campaigns Main Window

In the main Campaigns window you can view the status of each campaign, filter campaigns by status (Running/Paused/Pending/Drafts/Archive), sort campaigns by some of the campaign details or search for a specific campaign in a search bar located in the top right corner (right under the New Campaign button).

The main details of a campaign include its status, audience, and engagement percentage. 

  • Status - Right under the campaign name, you can see when the campaign ran or if it is currently running. You can also see who the campaign was sent to and what type of channel was used.
  • Audience - You get the exact number of how many people you sent the campaign out to and how many of those people the campaign actually reached.
  • Engagement Percentage - You get the percentage of engagement with your campaign based on how many of the people reached actually engaged with your campaign. An example of engaging with a campaign would be like responding to an in-app message that asked a question.



Campaigns Main Window

How to Create a Campaign

In the Campaigns main window click Add Campaign from the upper right hand corner of the main window, and you will be taken through a series of steps to create your ideal campaign. 

  1. The first step is to decide on a goal for your campaign. You can use one of the predefined goals like notifying people about a change on a page, search for a goal, or just skip this step.


    Campaign Goal

  2. The next step is to choose an audience for your campaign. In other words, you are deciding who gets to view your campaign and who does not.


    Campaign Audience

    Campaign Audiences

    You can use one of the predefined audiences like the Newbies, the Inactives, the Engaged, the Groupies, Everyone, or create your own group:
    • The Newbies - The Newbies are people who have not come to a certain site in at least a month or people who have never come. So, the default is never visiting a page or not visiting a page within 30 days. However, you do have the option to change the number 30 to any other number. And, you can change days to minutes, hours, weeks, or months.



    • The Inactives - The Inactives are people who never completed an action that you desired them to complete such as interacting with SharePoint or Teams . You can choose forever or for more than a certain amount of time.



    • The Engaged - The Engaged are people who saw or did not see, interacted with or did not interact with, or answered or did not answer a given message or campaign.



    • Everyone - All people.



    • The Groupies - The Groupies are people who belong or do not belong to a group from either SharePoint, Yammer, or Teams. You can send your campaign to one or multiple groups.



    • Create Group - You can choose your own group of people.


  3. The third step is to choose your channel, or mode of communication.


    Campaign Channel

    Campaign Channels

    You can use any of the following channels:
    • Phone Call - a voice message sent to people via mobile device.
    • Text Message - a written message (SMS) sent to people via mobile device.
    • Mobile Notification - a message that will pop up on someone's mobile device.
    • Collaboration Tools - messages sent between teams of people on Teams, Slack, Skype, Messenger etc.
    • Email - a message sent to someone's email address.
    • In-App Message - a message that will pop up on a SharePoint website.

  4. After you choose your channel, you are given Text and Design options for that specific channel. 
    • Phone Call - You can pick text that will be recorded and played on the call.



    • Text Message - You can pick text and add a link if you desire.



    • Mobile Notification - You can pick text and add a link if you desire.



    • Collaboration Tools - You can pick text and add a call to action if you desire.



    • Email - You can pick subject, title, inner title, icon, text, call to action (making the receiver complete an action), link (if the action contains a link to click on), and color scheme.



    • In-App Message - You can pick pop up, full screen, header, footer, message title, text, type, frequency, background, corners, call to action (such as a link, button, RSVP and rating which requires the user to complete an action), and color scheme.




      Here are some examples of pop-ups in SharePoint:





  5. Lastly, you pick a trigger for your campaign. In other words, you decide when your campaign will appear to the audience.


    Campaign Trigger

    Campaign Triggers

    You can use any of the following triggers:

    • Immediately - Your audience will receive the campaign right when it begins.



    • Scheduled - Your audience will receive the campaign at a certain time on a certain day.



    • Triggered - Your audience will receive the campaign when they complete a certain action such as scrolling down, viewing or about to leave a certain page, interacting with a certain campaign, performing a search etc.



    • Smart Timing - Your audience will receive the campaign at the time when they're most likely to read it.


  6. After you complete all of the steps, you view a summary of your campaign to ensure that it is what you want. You can either save the campaign as a draft or launch it by using the two buttons in the bottom right corner. The campaign summary screen includes the campaign's title, start and end dates, goal, audience, and trigger and you can change any of these factors right from the summary screen. You can analyze employee responses to your campaign via Power BI reports. 


    Campaign Summary

How to Edit a Campaign

To edit a campaign, you just click on the campaign and it will take you back through all of the steps. You can edit any of the steps that you would like and then you would click the update campaign button in the bottom right corner.


Edit Campaign

How to Pause, Archive or Delete a Campaign

To pause (put a hold on), archive (retire), or delete (completely finish) a campaign, you return to the Campaigns Main Window by clicking on the CardioLog Engage in the top left corner. Next, you click on the white box next to the name of the campaign and then click on either the pause, archive, or delete button in the top right corner (right under the New Campaign button).


Pause, Archive, or Delete Campaign

 

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