Administrator - How to Create Processes (Campaigns)

Accessing Processes:

Make sure the required permissions are enabled for your role.

Then, navigate to Admin > Processes.

How to access your Previous Campaigns

You'll see a Legacy tab in the new Processes view as long as legacy campaigns still exist.

As a safeguard, any legacy campaign that remains open after 90 days will be automatically closed.

Before You Start: Two Concepts to Know

Process: the overall initiative, e.g. “Q3 2026 Performance Review.” It's just a container.
Campaign: a single activity (TeamScan, SelfScan, or Conversation) that lives inside a Process, with its own participants, dates, and reminders.

A Process can hold several Campaigns of different types, or several of the same type. For example, a TeamScan before training and another TeamScan after.

Step 1: Create a Process

Navigate Admin > Processes.
Click the + at the top right to create a New Process.

Enter a name (e.g. “Talent Review”) and a short description.

Click Save.

Your new Process appears at the top of the list, showing “0 Campaigns” until you add some.

Step 2: Add Campaigns to the Process

Open your Process and click + New Campaign.

Choose the activity type: TeamScan, SelfScan, or Conversation.
Name the Campaign (e.g. “Q3 TeamScan — Sales Team”).
Set a Start Date (when it opens) and an End Date (the communicated deadline).

For a Conversation Campaign, also choose the form template, this gets locked in once the Campaign starts.
Select the checkboxes to allow late submissions and calibration submissions (TeamScan and SelfScan only). This lets participants continue submitting their responses after the campaign's end date.
Set up up to six reminders across the pre-start, pre-end, and post-end phases of your campaign. For each phase, you can configure up to two reminders by selecting how many days before the relevant date the notification should be sent.

Click Save, and repeat for each activity you need.

A Start Date in the past is allowed, but you'll see a warning that automatic notifications won't fire retroactively.

Step 3: Add Participants

Participants are set on each Campaign individually, not on the Process: adding someone to your TeamScan Campaign does not add them to the SelfScan Campaign.

In the campaign, go to the Population tab.

To select the participants you want to include, use the filters under Select Filters or filter directly from the columns in the overview table.

Select the members you want to include, then click the three-dot menu to include or exclude them from the campaign.
Click Save at the top right.

Reusing the Same Group with Saveable Filters

Build your filter once.
Click Save filter as and give it a name, e.g. “Sales Team: Full-time.”

In the next Campaign, click Load filter and select that name to pre-select the same people.

On the campaign's Start Date, every participant automatically receives an Activity Request:

The manager for a TeamScan
The member for a SelfScan
Both for a Conversation

The task will also appear in their Dashboard Agenda.

To learn more about managing your active processes and campaigns, please refer to this article.