Managing Campaigns

Almost all activity you will do flows through a campaign. Learn what they are and how to use them.

What is a Campaign?

A campaign in Voice Advantage is a grouping of questions you want to collect text, audio or video responses for. Campaigns are most often used in a 1:1 relationship with a job opening. When you have a position to fill, you create a campaign with questions pertaining to that specific job opening and send the campaign to candidates through email invitations, publishing the “Interview Now” link to websites, job boards or social media, or advertising the Internet-Free phone number.

Types of Campaigns

Campaigns can include text questionnaires, audio, or video responses. The availability of these options depend on your organization’s contract.

Getting Creative

While campaigns are most often used in a 1:1 relationship with a job opening, they can be used in any situation where you want to collect and store feedback. Here are some examples:

  • Feedback on a specific process, project or product
  • Used with regular performance reviews to collect employee feedback
  • New employee introductions and biographies

Campaigns are the core of Voice Advantage and their only limitation is your imagination. If you are looking for best practice or to brainstorm other solutions where Voice Advantage can aid your efficiency and transparency, contact Voice Advantage Support ().

Interview Types - What are my options?

Voice Advantage allows for several types of interviews: Text, Audio, Video, and Live. The types available to you depend on your organization’s contract with Voice Advantage.

Text:

These interviews include only text-based questions. Questions can be in the following formats:

  • Yes/No
  • Number
  • Multiple Choice - Single Answer
  • Multiple Choice - Multiple Answers
  • Open Text

Audio:

Audio interviews allow candidates to respond to questions using their phone producing an audio recording that can be reviewed, rated and shared. An Audio interview can include optional text-based questions that appear before a candidate begins responding to Audio questions.

Video:

Video interviews allow candidates to respond to questions using their laptop, desktop, or mobile device producing an video recording that can be reviewed, rated and shared. A Video interviews can include optional text-based questions that appear before a candidate begins responding to Video questions.

Live:

A Live interview allows candidates and employers/recruiters to interact in real time through video. Live interviews can be recorded.

Create a New Campaign

You can create a new campaign in Voice Advantage very quickly using questions and our default settings. You can also customize every aspect of a campaign to control the complete candidate experience.

Campaigns are a collection of questions you would like to ask another person. Traditionally, they are used in a 1-to-1 relationship with a job opening. You don’t have to stop there. We have clients using campaigns for:

  • Employee evaluations
  • Procedure assessments
  • New employee on-boarding
  • Employee introductions
  • Client surveys and feedback

Instructions to Create New Campaigns

Copying an Existing Campaign

Copying an existing campaign will create a new campaign while copying over all of the questions and elements from the original campaign. This is an easy way to create new campaigns quickly if your new campaign is very similar to your original.

Instructions to Copy Existing Campaigns

Create a Campaign From a Template

Creating a campaign from a template What is a Template? A template is any portion of a campaign, that has been created for easy replication to other campaigns. A template can be a complete campaign or any portion thereof. It works very similarly to copying an existing campaign. Templates allow you to copy over an entire campaign or just particular sections, such as pre-qualifying questions. They let you start cleanly without all the small changes you may have made to existing campaigns.

Video Walk-through

Instructions

Creating a Template

You can create a template from scratch, copy an existing campaign, or copy and existing template. To create a template from scratch:

  1. Go to the Company menu in the top navigation bar.
  2. Click on Manage Templates.
Screenshot Company Menu to Manage Templates
  1. On the Manage Templates page click on Create new template link
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  1. On the New Template page enter a name and description for the template. Be detailed in your name and description so it is clear what is included in your template. _This is especially important if you are creating a template that only includes certain sections._
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  1. Click the + Create Campaign button.
  2. After the campaign has been created, you can begin editing any section(s) you want to include in the template.

Creating a Campaign from a Template

  1. Go to the Campaign menu in the top navigation bar.
  2. Select Copy From Template.
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  1. Select the template you wish to copy from using the drop-down menu.
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  1. Enter the name, owner, and description for the new campaign.
  2. Click the +Create Campaign button.
  3. Depending on the how comprehensive the template you used was, you may need to complete other sections of the new campaign. If the template was a complete campaign, make your audio/video questions active (if applicable) and be sure to go through the candidate process once to check all language and workflow are appropriate.

Managing Campaign Access & Privacy

Campaigns in Voice Advantage can be set to Public or Private.

Public

Public campaigns can be seen and accessed by every user in an organization regardless of their role (administrator or regular user). Anyone can see and review candidates within these campaigns.

Private

Private campaigns can be accessed by:

  • administrators (they can access all campaigns regardless of settings),
  • the owner of the campaign,
  • and any groups or individuals specifically granted access.

Video Walk-through

Managing Access

When Creating a New Campaign

When creating a new campaign you can select whether to make the campaign public or private.

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If you choose to make the campaign private, you will see the option to Manage Privacy and Access after click the +Create Campaign button.

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For an Existing Campaign

  1. Navigate to the campaign you wish to edit.
  2. Click on Campaign Settings on the left side of the page.
  3. Select your preferred access level with the Access drop-down under Campaign Settings.
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  1. If you set the campaign to Public, no other action is required.
  2. If you set the campaign to Private, a new option (Manage Access)
    will appear on the left side of the page. Click this link and select the groups or individuals you would like to be able to access this campaign and its candidates.
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Managing Campaign Status

All campaigns have a status. This status defines their visibility to candidates and within VoiceAdvantage.

Screenshot of the campaign status overview page

Available status are:

  • Active This is the default status for a campaign and is automatically assigned when a new campaign is created. It means: The campaign and its candidates are available throughout Voice Advantage. Candidates can freely take an interview.
  • Archived The campaign is hidden from all views in Voice Advantage. Candidates can not conduct new interviews. This status should be set for campaigns where the position has been filled and recruiting has stopped.
  • Removed This is exactly like the Archived option, except the campaign’s data is removed from all of your statistics. Use this for campaigns that were mistakenly created or simply need to be deleted.
  • Halt! Halting a campaign stops all candidates from moving forward regardless of the overall status of the campaign. Candidates will be routed to the information you provided in the Halt Interview Text section on the Interview Flow and Text section of a campaign. This is like an emergency off-switch that can be used to temporarily stop candidates if you have a problem.

Changing/Setting a Campaign’s Status

Instructions

For new campaigns

  1. All newly created campaigns are automatically set to Active by default.

For existing campaigns

  1. Go to the Campaigns menu in the top navigation bar.
  2. Select Browse Campaign List.
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  1. Choose the campaign you wish to update.
  2. Click on the Campaign Status link on the left hand side of the page.
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  1. Select the new status or tick the Halt! option.
  2. Click the Update button.

Managing Interview Notifications

Voice Advantage will send email notifications when a candidate completes an interview. By default, these notifications are sent to the owner of the campaign, but they can be deactivated entirely or directed to other users.

Video Walk-through

Instructions

  1. Navigate to the campaign you would like to update Interview Notifications for.
  2. Click on the Interview Notifications link on the left side of the page.
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  1. Tick the box next to any user you would like to receive interview notifications for this campaign.
    • You can choose to deselect all uses. This mean no notifications will be sent via email.