ENABLON QUICK REFERENCE GUIDE

CREATING AND CLOSING CAMPAIGNS

OVERVIEW
3. In the Campaign Scope section, indicate which version
The Metrics application assists companies in meeting the of Indicators you wish to select. For the Indictor Scope,
requirements for collecting, reporting, and managing the the user may select the specific indicators they want to
economic, environmental, corporate, and social Indicators launch in this Campaign. Next, select the Entities you
involved in producing reports. The Campaign Manager wish to launch the selected Indicators for.
deploys questionnaires to the applicable entities for the time
period defined. This Quick Reference Guide (QRG) explains
how to create, validate, launch and close a Campaign on
the EHS Smart web application (8.10).

CREATING A CAMPAIGN
1. To create a Metrics Campaign, log into Enablon and
navigate to the Metrics application located on the left
side of the screen. Click the drop-down arrow for
Campaign and select Campaign Manager. Click the
Add a new Campaign button on the top right of the 4. In the Additional Filters section, select the Profiles you
screen.
wish to filter the campaigns by. Filtering by Profiles is an
effective way to filter data on specific entities and
indicators. If you filter on set Profiles, only the indicators
matching at least one of the selected Profiles 1 will be
deployed on corresponding entities. Please note, there
must be at least one Profile in common between the
Entity in which you deploy your campaign and the
Indicators that you request. If Profile 1 is empty, no
indicators will be deployed.

2. You will arrive on the Campaign page. The required

fields on this form are marked with a red asterisk (*). For
user help on a field, move your cursor over the or
icon.

5. Complete the remainder of the mandatory (*) and optional

fields on the Campaign form.

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 ENABLON QUICK REFERENCE GUIDE
CREATING AND CLOSING CAMPAIGNS

5. A final popup will appear validating that the launch has

been successful. Close out of the popup. Contributors
may now complete the Questionnaires launched via your
**NOTE** The Collection Dates will define when the
Campaign.
Campaign is open (editable) for Contributors to complete
the questionnaires.
CLOSING A CAMPAIGN
6. Once done, click Validate if you are ready to mark the
campaign as Validated. In the Validated stage, only 1. Once all the data is submitted and the Campaign is
select fields may be edited and the Campaign is ready to
be launched. Select Save if you wish to keep the ready to be closed, click the to view the Campaign.
Campaign in Draft mode. In Draft mode, all fields will Next go down to the bottom of the page and click the
remain editable and the form can be Validated at a later
date. on the left side of the page. A drop-down
menu appears. Click on the option named Close
Campaign to close the Campaign preventing any more
LAUNCHING A CAMPAIGN information from being entered.
1. Once the Campaign is Validated, or is ready To be
Launched (which you can verify in the Status field as
shown below), it is ready to be launched; meaning the
indicators will be deployed to the Entities identified in the
Campaign details and can therefore be completed.

2. To launch a Campaign, enter the Campaign record in

View Mode.

3. Select the More button then Launch.

4. A popup will appear asking you to confirm if you are

sure. It will also give you details on the statistics of what
will be evaluated. Click Validate to proceed and launch
the Campaign.

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