Creating and saving a campaign

Once you’ve configured your campaign through the wizard, you’ll save it as a draft. While it is in a draft status, you can edit any portion of the campaign. You can also preview it by clicking on the Preview button at the top right of the campaign card. 

Publishing a campaign

Once you’re satisfied with your campaign and reviewed with the appropriate stakeholders, you can publish it by clicking on the Publish button at the top right of the campaign card. 

If you're using the Dandi email distribution method, emails will be automatically sent to the designated audience upon publishing. If you're using the link distribution method, a unique link and password will be generated.

Editing campaigns

Once a campaign is published, there are only certain portions of it that can be edited. These include:

  • Title
  • Description
  • Cadence
  • Messaging (email, welcome, and thank you)
  • End date

A campaign can be unpublished (which will pause it and stop allowing submissions), at which point other changes can be made, and then re-published. Note that if the distribution type is email, this will send the campaign to the audience again.

Data collection

After capturing the responses from the campaign, Dandi will work with you to merge, process, and integrate it into your Dandi instance. This involves collaboration with your CS representative, where you’ll be able to determine exactly how the responses map to your existing HR fields and how it displays within your Dandi reports.

Following this, Dandi will process the merged data set and it’ll be accessible in your account via your regular analyses within Explore.

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