Campaigns are the best way to organize your assessments. They allow you to generate a configurable questionnaire that will automatically assign tags to profiles in your database.

Example of use

Imagine you want to recruit for three different job openings:
- Sales Representative
- PHP Developer
- Technical Support Agent

If you use a single generic link to send the questionnaire to candidates for these three openings, you will have difficulty knowing which profile is interested in which position.

By using a campaign, you can create three distinct campaigns with precise parameters that will allow you to target your search in the database later on. For example, you can display only the profiles corresponding to the PHP Developer opening.

How to create a campaign?

To create a campaign, first go to the "My Campaigns" page and then click on the "Create a Campaign" button at the top right of the page.

First step, campaign name

The first step in creation is to name your campaign. It is important to give it a name that will easily allow you to understand what this campaign refers to. Note that the name of this campaign will only be visible to you.

Second step, add tags

We have already discussed tags in the chapter dedicated to database filters. Tags are used to quickly identify the context in which a profile answered the personality questionnaire. These tags will allow you to perform searches in your database, so they are very important. Use easily identifiable tags.

Note that in the image above, we have created three tags, one for the position, another for the client, and the last for the year.
It is important not to create a single tag "HR Trimoji 2024", because if in the future you need an "HR" profile for another client, you will be able to search your database for all profiles with this tag.

Third step, configure the questionnaire

This last step allows you to configure the candidate's questionnaire. You have the option to disable or enable various settings.

You can choose:

To change the questionnaire title,
The type of questionnaire (3 minutes, 15 minutes, or both),
To request gender and age,
Whether the candidate can attach their CV and make this field mandatory,
You can also limit the number of times the questionnaire can be taken for this campaign.
Several advantages to this: You can make the campaign questionnaire unique by setting the limit to 1, and this will also prevent your database from being cluttered with unwanted candidates.
You can add additional questionnaires! The DRIVEMAP, RIASEC, professional motivations: learn more.
The ability to see the results of their analysis and provide feedback.
You can also choose the versions that will be used for the WEB and PDF reports: Essential, Complete or Configurable.
You can also link a personi to a campaign. This is possible during creation as well as when modifying campaign settings.

Focus on the ability to view results and manage versions.

As with downloading analyses (see the "First Steps" section First Steps -> Customize analysis reports), you can configure, per campaign, the version and sections you wish to show to the candidate.

The Essential version

This version contains 6 pages with the following elements:

Personality summary in 12 dimensions

DISC model

BIG FIVE model

SEE the section Reading an analysis

The Complete version

This version contains 17 pages with all available models and content of the analysis.

The Avatar with the 4 colors	The environment
The Icebreaker	Personality summary in 12 dimensions
The DISC model	The BIG FIVE model
The M4 Likert model	The MBTI model
Cognitive traits	The RIASEC KUDER model
Strengths	Areas for attention
The sales profile	The DRIVEMAP model
Professional Motivation model

SEE the section Reading an analysis

The Configurable version

This version will allow you to customize the reports and you can decide which information to display or not.

How to customize Web and PDF reports?

Click on the Configurable choice. And click on Configure.
The configuration panel appears. The items in this list can be enabled or disabled. By clicking on their title, you can see a preview of the item to understand what it is about.
Configure your version as you see fit. Then click on the Validate configuration button.
This configuration is saved for this campaign, but you can modify it at any time. It is also retroactive for the web version. It is not retroactive for the PDF because the PDF is a file saved on your computer that we cannot modify. You will just need to re-download the PDF from the Trimoji interface to get the new version.

When you are finished, click on the "Create a campaign" button to generate your new campaign.

Congratulations!

You have just created your new campaign. Let's see in the following lessons how to use it.

Note that you can modify your campaign settings at any time by clicking on the wrench icon.

Campaign configuration