New Campaign Type
We are excited to add support for a new type of campaign – Awareness Campaigns. As part of this update, we also clarified our New Campaign menu to reflect this change and highlight the differences between the types of campaigns.
Note: We expected this to be an early preview for this release, but thanks to some hard work during the maintenance window on August 26, 2019 - we were able to fully test and release this functionality during that time!!
Awareness Campaigns will allow you to better engage with your employees and have constant conversations with them, continually educating them and familiarizing them with your Ethics & Compliance program. They position you to enhance your annual training with, for example, monthly, targeted campaigns about specific areas of your Code of Conduct. January might be Anti-Bribery month. You may choose to focus on Harassment in February. This enables you to put E&C at the forefront of regular conversations within your organization.
Awareness campaigns are best used when you want to communicate with your employees, but you don’t need them to complete an action item within the Convercent application These campaigns do not create any action items on the participant’s dashboard.
Example: Highlight Ethics and Compliance topic
Create targeted emails that drive employees to visit relevant areas of your online, Ethics & Compliance Portal throughout the year.
Example: Policy Change Notice
Notify employees of changes to policies. They will receive a link that they can click on to review the changes, but they will not be required to attest to the policy.
Creating a New Awareness Campaign
When selecting ‘Create a new campaign’ from Campaign Manager, you will see that we have re-organized the options to help draw the distinction between One-Time and Rolling campaigns, and Awareness Campaigns.
The simple differentiator is that Awareness Campaigns do not create action items for your employees — no action required.
When you create an Awareness Campaign, you will notice that there is no due date associated with the campaign. This makes sense when you remember that there is no action required from your employees.
Adding Policy Links
Adding a policy uses the same control as existing campaigns. Please note, this will not add the policy as an attachment to the email, but rather will create a link that will take your employees directly to the Policy when they click on it.
Customizing the Email Message
The email message provides an opportunity for you to engage with your employees. You can create a specific subject of the email and control the message.
The Email Message is an excellent opportunity for your team to effectively communicate the purpose of the email and nudge your employees to take relevant action. Although no direct action is needed, the Message Body allows your team to provide any relevant information that gets the traction you need.
Adding Links to the Email
The email must contain at least one link i.e. either a link to a policy or an external link. The email can contain multiple links. You cannot edit the link for the policy as that is system generated, but you have full control over the text that will be displayed to the recipients.
Once you’ve added a link, you can preview that link in a new tab as shown.
Select the recipients
Selecting recipients for the email uses the same powerful capabilities as other campaign types allowing you to selectively target the campaign recipients.
Review and Send
The confirmation tab will provide you with one more opportunity to review all the different elements of the campaign prior to sending.
Below is an example of the email output from the previous page.
Once distributed, the Awareness campaigns will move into the new Awareness category. As there are no action items for you participants to monitor, they will not appear as an Active campaign.
Awareness Campaign Reporting
Campaigns OData will show Awareness campaigns on the following tabs:
- CampaignItems - If a policy is included
- CampaignPolicyDetails - If a policy is included
More in-depth reporting, such as the ability to see a history of all recipients included in an Awareness campaign, will follow in an upcoming release.
Insights Access Management
Insights is an incredibly powerful tool that allows organizations to identify, characterize and mitigate risk and make impactful, data-driven decision.
When we launched Insights, we focused on Cases and as a result Issue administrators and Issue moderators were the only roles that had access to Insights. Customers have in some cases, had to elevate permissions to allow certain users to benefit from the power of Insights or they have not been able to roll out Insights across their organization.
Since that time, we’ve also built out capabilities to also report on Disclosures and Campaigns in Insights.
Whether you used standard Insights or whether you worked with our Professional Services team to customize your Insights dashboard, there was only a single-entry point to Insights.
What will this allow you to do?
Insights Access Management will allow you to:
- Edit the name of Insights dashboards
- Provide translation for languages you have licensed
- Edit the description of dashboards
- Provide translation for languages you have licensed
- Publish/Un-publish dashboards
- Control sort order of dashboards
- Control user access to Insights dashboards
- Provide Insights Only access to the Convercent application
- You may want to create custom reports with our Professional Services team for your audit committee. They would not have access to any other areas of the Convercent application.
If you have Convercent Insights and you want to start using this feature, please contact your Customer Success Manager or file a ticket in our support portal. If you don’t have Insights yet and are interested in trying it out, please fill out a demo request on our website.
Simply put, Insights Access Management will allow customers to control which Insights dashboards are available (whether they are standard or customized) and which users have access to those dashboards. This ability will improve the user experience for employees that are accessing Insights by only delivering relevant information. This ensures that they are not distracted by blank charts or confusing visualizations that are not required for their role.
You may grant a user access to multiple Insights dashboards. Moving forward, those users may see something more like the example below. Alternatively, if you have team members who are focused on Engagement Analytics, then you may grant them access to view that particular dashboard only. They, as you would expect, would only see the first dashboard listed in the example.
Setting up Insights Access Management
If you currently use Insights and wish to modify who has access to the dashboards, please contact your Customer Success Manager.
Following the release, there will be a new option on your Organization Management screen called Insights settings.
When you click on the link at first, you will not see any options until they have been configured by your Customer Success Manager or a member of the Professional Services team.
Working with Customer Success or Professional Services, you will collectively determine the different dashboards you want to create/make available and who should have access to those dashboards.
Once that step is complete, you will be able to go into Insights settings and modify as you deem appropriate.
By default, the reports will not be published. You will need to publish the reports in order for your team to see them.
Click on the appropriate arrow to determine the display order of the dashboards. Note: this setting is not displaying in Internet Explorer currently. This will be fixed in an upcoming release.
Editing the Dashboard Settings
To edit the dashboard, click on the pencil.
Edit the name and description of the report, as seen by your team members on the Reports tab.
Unpublishing the report removes the ability for your employees to view the report. You may Unpublish if you’re in the middle of making modifications with our PS group
You can add or remove roles/groups to the report.
Please note, for some reports, you may have a fewer number of groups available in the drop down.
You will determine which groups should be available when working with your CSM or a member of the Professional Services team.
You will also be able to localize the report name and description for your reports by clicking on the globe icon.
You will be able to localize the text for any languages that you have licensed allowing your employees to see the name and description of the report in their native language.
As standard, all reports within Insights respect security. That means that if, for example, there are a total of 1,000 cases in the system, but you as an Issue Moderator only have access to 200 of those cases, you will only ever see those 200 cases within Insights.
Using the example above, we have heard from multiple customers that they would like the ability to report on all 1,000 cases at a high level e.g. counts.
For this type of report, the ability to see Issue numbers and the ability to drill down into case details will not be available.
You must work with our Professional Services team to build these reports and configure access.
Even so, strict security should be maintained regarding access to these reports and access should be granted to specific individuals, typically, and not necessarily roles.
To accommodate this request, we will now support the ability to grant Insights Only Access to individuals.
Insights-Only Access is a new role that allows you to give individual users, who may not typically access the Convercent application, the ability to see Insights reports only.
This option will only be visible once you have worked with our Professional Services team to build and configure your high-level report(s).
You may edit an existing user or create a new user and grant them Insights Only access. In both cases, the Insights Only option is available from the ellipsis as shown below:
Please note that if you do edit an existing user and make them Insights only, this process will remove any other privileges they may have. This unique role is truly designed for Insights Only access.
If you develop a report for your board members for example, and you wish to also have access to that report, but don’t want to lose your current privileges, you will need to create a separate user account that has the Insights Only role.
Insights Use Case: Real-time Board Reporting
One great use case for this new role is providing your Board Members the ability to review Board reports in real-time from within the Convercent application.
Board members can review the dashboards on their own time, preparing for quarterly meetings, or at any point they choose. It also removes the task of manually re-creating the board reports from resource-strapped Ethics and Compliance departments each quarter.
The powerful filters and visualization options allow you to quickly analyze the data and respond to questions within seconds. Your CECO can quickly respond to any board questions during the meeting, rather than having to go back to them a week later once they’ve rebuilt the report in a way to specifically answer the “what if” questions that were raised.
Resolved Application Issues
We’ve fixed an issue where some participants who were given an exception for a policy or course were still being notified of incomplete items. We tweaked the UX on selecting Campaign fields to look and act more consistently. Required fields in managing policy sets now have a red asterisk to indicate that they are required. We also noticed some specific course completions were not being recorded in a timely manner and this had been fixed as well.
Training and Support
Questions? Please reach out to your Customer Success Manager or contact support.