Skills campaign

Skills Campaigns Home Page

The page displays all the skill suggestion campaigns set up on the platform, regardless of the author.

Empty state

If no skills campaign has been set up yet, then the page displays an empty state: an invitation to create the first suggestion campaign via a call to action.

Homepage Content

Display of campaigns in draft, planned, ongoing, or completed status

For each campaign, the following elements are displayed:

The name defined for the campaign (this name is never shown to collaborators).

The participation rate for the campaign (number of users who interacted with the modal compared to the total number of users within the campaign's scope). Depending on the campaign's status, this KPI is:

• Grayed out for scheduled campaigns that haven't started yet
• Colored for ongoing or completed campaigns: orange from 0 to 20%, green from 21 to 100%

The status of the campaign, with 3 possible statuses:

• Draft: the campaign is pending because it does not have an active status,
• Planned: the campaign is pending because the start date has not been reached,
• Ongoing: the campaign is active (the start date has been reached, but not the end date),
• Finished: the end date of the campaign has been reached.

Seven days before the scheduled date for a given campaign (active or draft), an alert is displayed with the number of remaining days before the launch.

For draft campaigns, we display the same alert when the set start date is exceeded.

The author and their avatar: the user who created the campaign, "you" is displayed if you are the creator.

The number of targeted users by the campaign and 3 avatars among these users (the choice of avatars is random among all those in the campaign).

The number of skills selected in the campaign.

The dates of the campaign:

• If the status is planned: the start date,
• If the status is ongoing or completed: the end date.

Actions specific to each campaign:

• If the campaign is drfat, ongoing or planned: view, edit, delete, share, open in Skills Gap
• If the campaign is completed: view, edit, delete, share, open in Skills Gap

Delete a Campaign

This action is irreversible; it is not possible to recover the content of a deleted campaign.

Deleting a campaign with the status In Progress results in the cancellation of all scheduled reminders and disables the ongoing display of this campaign on the profiles of the relevant collaborators.

Open in Skills Gaps

Depending on the user's permissions to access the Skills Gaps page, this link shows:

• If the user does not have access to Skills Gaps, a presentation of the Skills Gaps page and a link to contact the platform administrator.
• If the user has access to the Skills Gaps page, a new tab opens with the analysis creation modal, incorporating the skills and user filters of the selected campaign.

Button View Skills Gaps Analyses

Similarly, direct access to the Skills Gaps page is offered based on the user's permission to access the Skills Gaps page. This button displays:

• If the user does not have access to Skills Gaps, a presentation of the Skills Gaps page and a link to contact the platform administrator.
• If the user has access to the Skills Gaps page, a new tab opens with the homepage of the Skills Gaps page.

Empty states

If no skill campaign has been set up, then display an empty state: show an invitation to create the first suggestion campaign via an action button.

Modal for Creating/Editing a Campaign

This modal is used when creating or modifying the parameters of an existing campaign with a status of "In Progress" or "Planned." It is not possible to modify a campaign with the status "Completed."

The modal allows for the creation of a campaign in 3 steps.

Informations

This step allows you to define:

• The campaign status: is this campaign is a draft (you don't need to set start or end date, and if you do so, the campaign will not trigger at the set date) or active (start and end dates are mandatory fo the campaign the be triggered)
• The campaign name: This is a technical name used only on the campaign admin pages (especially on the homepage) and is not visible to collaborators targeted by the campaign.
• The start and end dates of the campaign. The start date will coincide with the sending of the campaign's first email and the display of the modal on all profiles selected in step 2. The end date is when the modal will no longer be accessible from the profile or the email link sent.

Only future dates can be selected.

Launch emails are sent on the campaign start date at 14:00 CEST (14:00 in summer, 13:00 in winter for the Paris timezone). This time cannot be changed.

Campaign end time: 02:00 CEST (02:00 in summer, 01:00 in winter for the Paris timezone).

After this time, links to the modals show a campaign expiration message, the modals are no longer displayed, and the campaign status changes to Finished.

With an active status, all fields are mandatory

Selecting Criteria for the Campaign

This step allows you to select the competencies studied and the users targeted by the campaign.

Selecting skills

You can select skills one by one using the autocomplete feature.

Only active reference skills with criteria enabled in analytics are shown in the suggestions.

It is possible to change the label of the head in the competency framework. Any post-change head will affect ongoing competency campaigns.

Deactivating a skill has no impact on the current campaign; it remains selected for a planned, ongoing and finished campaign. Employees will be asked to assess the competence.

The selected skills will be displayed in the user's language. Keep in mind that if you have an OSP skill framework the most declared version of the skill in the user language will be selected. If the skill does not have a translation, the skill will be displayed in the original language.

Remember you can quickly select multiple competencies via tags, job descriptions, or open positions.

Limitations on the number of competencies:

• Minimum 1
• Maximum 50

Selecting users

All non-archived collaborators can be included, whether activated or not, private or not, as long as their status allows them to log in and be searchable on the platform.

Note: the scope of users targeted by the campaign is fixed when the campaign is scheduled. Until the campaign starts, the user selection criteria can still be modified, and the user scope is then recalculated accordingly.

Selecting collaborators with user filters

By default, all selectable collaborators are included. Using the filters available in their organization — Family, domain, job, country, city, and more — the user can narrow down and target the population precisely.

A counter shows the total number of selected users and reminds the user which filter category or categories are in use.

A setting allows some user profiles to select inactive collaborators for a campaign. The selected filters then apply to both active and inactive collaborators.

It is not possible to select only inactive users. An invited inactive user receives the email and must first activate their account through onboarding before seeing the modal.

For job skills campaigns, managers are automatically identified based on the selected user list. This includes all managers of the employees defined by the selection, provided they are not archived and have access to My Team Dashboard. Managers cannot be selected manually.

Filters can only be modified when the campaign status is "Draft" or "Planned".

Selecting users — by file import

To use file import, click the Select by uploading a file tab.

The expected file format is an Excel document containing one column with the header "email".

A sample file is available for download directly from this interface to help format the file correctly. Then upload your Excel file containing the email column by drag and drop or with your OS file browser.

Canceling the selection: you can go back by deleting the previously uploaded file. This resets the selection and lets you switch back to filters.\
Conversely, removing all previously selected filters lets you return to the file import tab.

The imported file can only be modified when the campaign status is "Draft" or "Planned".

Once the file is uploaded, the system checks each email against the defined validation rules. Note: email comparison is case-insensitive, so uppercase and lowercase versions of the same letter are treated identically.

• Wrong file format
• Unknown email
• Duplicate email in the file
• Archived collaborator (archived)
• User is not selectable (search disabled)
• User is not selectable (login disabled)
• User with no associated job description – only job campaigns
• Collaborator with inactive job description – only job campaigns

If errors are detected, the system displays a detailed list of issues line by line. Form validation is blocked as long as errors are detected in the imported file.

If needed, delete the imported file and upload a new one.

If several errors are detected on the same line, they are all listed. Multiple errors can therefore apply to one line.

Once the file is validated with no errors, the system displays a summary showing the number of activated and non-activated collaborators detected in the file.

For job skills campaigns, the summary also shows the number of activated and non-activated managers.

Note: an inactivated guest user will receive the email and must first validate the activation of their account via onboarding and then will be exposed to the participation modal.

Managers are automatically identified based on the provided user list. This includes all managers of the employees defined by the import, provided they are not archived and have access to My Team Dashboard. Managers cannot be selected manually.

Both methods — filters and file import — remain available, depending on your needs. They cannot be combined: choose one or the other for each analysis.

Note: The scope of users targeted by the campaign is fixed at the time the campaign is scheduled. Until the campaign has started, the user selection criteria can be modified, and the user scope will then be recalculated accordingly.

Campaign Personalization

This phase allows for the customization of the campaign's communication elements in all platform languages. Each collaborator receives the elements (and competencies) in the language selected for their interface.

The system doesn't detect the languages of users selected for the campaign; all languages are offered regardless of the targeted users' languages.

A standard content is offered in all the languages configured on the platform. A dropdown menu allows you to select the language you wish to edit.

You can modify, in all languages, the contents of:

• The subject of the campaign launch email (limited to 100 characters)
• The title displayed in the email and modal (limited to 100 characters)
• The content displayed in the email and modal (limited to 1000 characters).

Buttons allow testing the campaign email and modal

Clicking "Preview the Modal" opens a preview of the modal content in a new tab to preview the title and modals contents in context.

Clicking "Send a Test" sends a test email in all platform languages to the connected user's email address (if 3 languages are configured, 3 emails in each language will be sent).

Follow-ups

The user can schedule follow-ups for the skills suggestion campaign. Follow-ups are optional and limited to 3 per campaign.

Follow-ups are sent to users who have not clicked on the previous email or interacted with the modal (added a skill or evaluation, or clicked ignore or validate).

Follow-ups are sent on the chosen day at 14:00 CEST (14:00 in summer, 13:00 in winter for the Paris timezone).

For follow-up, you can configure:

• A specific subject (within 100 characters)
• A send date (which must be after the campaign's start or the previous follow-up)

Once all required fields are filled in, users can click "Schedule Campaign" to confirm the campaign's creation.

At each step, the user can:

• Go to the previous step by clicking "Previous"
• Cancel the creation/modification of the campaign by clicking "Cancel"
• Validate the information by clicking "Next"

At the very end of the wizard, if the campaign is on a draft status, a disclaimer will notice the user so.

If the campaign is on an active mode, a pop up will show up to remind the user that the campaign will be triggered at the specified date.

Modifying an Existing Campaign

Once created, certain campaign parameters can be edited.

If the campaign status is "Scheduled," i.e., the start date hasn't been reached, all elements can be edited.

If the campaign status is "Ongoing," i.e., the start date has been reached, you can modify:

• The campaign end date,
• The title and content of emails,
• The dates and subjects of unsent follow-up emails,

If the campaign status is "Completed," i.e., the end date has been reached, the campaign cannot be edited further.

To ensure accuracy, it is not possible to modify competencies and user scope during an ongoing campaign.

Campaign Engagement Tab

This page presents a series of KPIs to monitor the campaign's success and engagement with collaborators.

Page Header

The header recalls the main information of the campaign:

• The defined campaign name
• The number of selected skills (major skills are identified with a bullet)
• The number of targeted collaborators
• The start and end dates.

Main action proposed:

• Status Ongoing and Scheduled: "Edit this campaign"
  • This action reopens the campaign editing modal for modifications.
• Status Completed: "Share this campaign"
  • Copies the campaign link to the user's clipboard. Access rights to the Competency Campaign are needed to display this page's content.

Secondary action buttons:

1. Share this campaign (if not in the main button)
2. Delete this campaign (opens a confirmation modal)

Main KPIs Summary

All KPIs are calculated live.

Targeted Collaborators

This represents the total number of collaborators targeted by the campaign.

When relevant, the number and percentage of not activated employees is displayed.

Recipients

This is the number of unique users to whom at least one email (launch or follow-up) has been sent.

The deliverability percentage is calculated by measuring the number of unique collaborators within the scope who received an email compared to the total number of users in the campaign.

The percentage is below 100% if some users are configured not to receive emails from the platform.

Clickers

This is the number of unique users who clicked on at least one of the campaign's emails (launch or follow-up).

The click rate is calculated by measuring the number of unique collaborators who clicked compared to the total number of users targeted by the campaign.

Participants

This represents the number of unique users who interacted with the skill suggestion modal, whether they added/modified a skill in the modal and/or confirmed/ignored the modal.

The participation rate is calculated by measuring the number of unique collaborators who interacted compared to the total number of users targeted by the campaign.

Email Tracking

A table shows the emails or follow-ups sent during the campaign:

• Email name (fixed name: "Launch Email" or "Follow-up x")
• Status (Scheduled or Sent when emails are sent)
• Send date (scheduled send date)
• Emails sent: number of emails sent
• Emails clicked: number of unique clicks on the email
• Click rate: number of emails clicked compared to the number of emails sent x 100
• Participation rate: number of users who interacted with the modal after receiving the email

These data are calculated in real-time

Campaign Results Tab

This page displays a series of main KPIs, with data calculated every night based on:

• User scope
• Selected competencies
• Start and end dates chosen for the campaign
  • Planned campaign: empty state
  • Ongoing campaign: calculations from the start date vs. today's date
  • Completed campaign: calculations from the start vs. end date of the campaign.

Major skills are identified with a bullet in front of their name.

Summaries

Skill Declarations

Shows the total number of new declarations on the studied skills scope during the campaign.

The evolution of declarations is calculated by comparing the sum of new declarations against the total declarations of skills before the campaign.

Expertise Declarations

Shows the total number of expertise declarations on the studied skills scope during the campaign.

The evolution of experts is calculated by comparing the number of new experts against the total experts of the skills before the campaign.

Skill Declaration Table

Works similarly to the Skills Trend table, adapting to the targeted scopes, users, and period.

• Skill name (Head in the interface language)
• Number of collaborators from the filtered scope who declared the skill.
• Percentage of additional collaborators from the filtered scope who declared the skill. The % is rounded up to the nearest integer. If between 0% and 1%, it's rounded to the nearest tenth.
• Total collaborators from the scope who declared the skill.

Clicking a skill opens Skill Statistics, if user rights allow.

Clicking Total users opens Find an Expert with a view filtered on the concerned users.

Expertise Declaration Table

Works similarly to the Skills Trend table, adapting to the targeted scopes, users, and period.

• Skill name (Head in the interface language).
• Increase of collaborators declared as expert on the skill during the study period. The arrow type depends on whether the evolution is positive or null.

Clicking a skill opens Skill Statistics, if user rights allow.

Shows current heads, i.e., if a skill's head changes after the campaign is sent, the new selected head will display in the table.

Convert Campaign to Competency Gap Analysis

Based on the user's access rights to the Competency Gaps page, this link displays:

• If the user does not have access to Competency Gaps, a presentation of the Competency Gaps page and a link to contact the platform administrator.
• If the user has access to the Competency Gaps page, a new tab opens the analysis creation modal, using the selected campaign's skills and user filters. The campaign’s name is suggested as the analysis name during saving.

Communication Elements

Skills Campaign Email

This email reflects the elements defined in the campaign setup modal: title and description.

The user's status indicates whether they can receive these emails. If the user's status changes during a campaign, they will receive the last notification of the campaign (launch or reminder email).

Note: The content can be changed at any time; the defined content at the email's sending is what applies.

Follow-ups: they concern any active user within the scope who hasn't interacted with the modal (clicked ignore or validate).

Skills Evaluation Modal

The modal is displayed by default to all users concerned by the campaign.

It shows the elements defined in the campaign setup modal: title, description, and selected skills. These elements appear in the user's interface language.

Already declared skills are shown with a solid outline, and the skill evaluation can be modified.

Non-declared skills are shown with a dashed outline; to declare a skill, the user can :

• evaluate himself on it (setting the minimum level to "I am interested"),
• click the "+" button if he needs to declare the skill without evaluation level.

For modifications to be applied to the profile, the user must click "Validate."

It displays current heads, i.e., if a skill's head changes post-campaign send-out, the new head will show in the modal.

Four actions are possible within the modal:

• "Permanently ignore these suggestions": Closes the modal, ignoring changes, and the modal no longer displays.
• "Remind me later": Closes the modal, ignoring changes, which will display again when the user accesses their profile.
• "Validate": Confirms any modification or unchanged states, applying to the profile, removing the modal from the display.
• Clicking the cross or outside the modal: behaves like "Remind me later."

The modal may display again if the user re-clicks the email link.

Job skills campaign

Once the job skills campaign type is selected and if no skills campaign has been configured, then an empty state is displayed: an invitation to create the first suggestion campaign via a button.

The display of campaigns follows the same rules as those of a classic campaign.
With the exception of the information on the number of skills which is not present.

The principle of a job skills campaign is to be able to solicit, over a given period, on the one hand, employees so that they evaluate themselves on the skills of their job description and, on the other hand, their managers so that they validate them.

The system is designed to take existing data into account in an automated way: once the employee scope is selected, the skills data are automatically deduced based on the skills of the job description associated with the employee's job.

Thus, as soon as an activated user is linked to a job, and this job is linked to an active job description containing skills, then they and their manager are included in the campaign. Conversely, if an employee is not linked to their job description, they will not be concerned by the campaign.

Creation of a job skills campaign

To create a new campaign, click on the "Create a campaign" button. The creation modal opens.

1 - General information

This step allows you to configure:

• The status of the campaign: is this campaign a draft (you do not need to define a start or end date, and if you do, the campaign will not trigger on the defined date) or active (start and end dates are mandatory for the campaign to be triggered).
• The name of the campaign: this name is a technical name that is only used in the admin pages of the campaign, it is not exposed to users.
• The start date and the end date of the campaign. The start date will correspond to the day the first email of the campaign is sent and the modal is displayed on all profiles. The end date is the date on which the modal will no longer be accessible from the profile or the link in the email sent.

It is only possible to select dates in the future.

Campaign end time: 00:00 CEST (02:00 in summer, 01:00 in winter for the Paris timezone).

After this deadline, links to the modals display a campaign expiration message, the modals no longer appear, and the campaign status changes to finished.

2 - Choice of skills and employees

User and skill selection are not necessary since users linked to a job description will be automatically selected as well as their job description specific skills.

Employees

Included are all non-archived employees, whose status allows them to log in and be searchable on the platform, and who have a job associated with an active job description that has at least one associated skill.

Managers

Included are all non-archived users, whose status allows them to log in and be searchable on the platform, and who have at least one employee included in the campaign.

Skills selection is not necessary, these are automatically deduced based on the skills of the job description to which the employee is associated.

The displayed skills are calculated at the moment the participation modal is displayed for the employee.

You can include inactive employees and managers by checking the "Include users who are not activated" box. These users will be asked to accept the terms and conditions before participating in the campaign.

3 and 4 - Customization of the campaign for employees and managers

These steps allow you to define the content of communication elements and reminders, distinctly for employees and managers.

The operation is identical to that of a classic campaign.

Validation of the campaign

Once all steps are configured, two possibilities.

Your campaign is in draft status, so validating the last step does not schedule the campaign, even if start dates have been selected.

Your campaign is in active status, so validating the last step schedules the campaign for the selected dates.

Employee data can evolve between the moment a campaign is scheduled and when the campaign starts. Thus, the employee scope is definitively frozen at the campaign start date. As long as the campaign has not started, the user selection criteria can be modified, the user scope will then be recalculated accordingly.

Modification of an existing campaign

The modification rules are identical to those of a classic campaign.

Campaign engagement page

The header recalls the main information of the page:

• campaign name
• number of users (unique employees and managers combined)
• start and end dates
• number of skills and jobs concerned

Proposed actions:

• In progress and Scheduled status: "Edit this campaign" to modify the campaign settings
• Finished status: "Share this campaign" copy-pastes the campaign link into the clipboard

Additional actions menu:

• Share this campaign (if not in the main button)
• Delete this campaign (opens a confirmation modal)

Engagement KPIs

The page presents a series of KPIs allowing to follow the engagement of the campaign. This information differs between employees and managers.

For employees

• Targeted employees: total number of users targeted by the campaign
• Recipients: Deliverability percentage, i.e., the number of unique employees in the scope to whom an email was sent compared to the total number of users in the campaign
• Clickers: click rate, i.e., the number of unique employees having clicked compared to the total number of users in the campaign
• Participants: participation rate, i.e., the number of unique employees having interacted compared to the total number of users in the campaign. By "Interacted" we mean: "modified a skill in the modal and/or confirm/ignore once the modal".

For managers

• Targeted managers: total number of users targeted by the campaign
• Recipients: Deliverability percentage, i.e., the number of unique employees in the scope to whom an email was sent compared to the total number of users in the campaign
• Clickers: click rate, i.e., the number of unique employees having clicked compared to the total number of users in the campaign
• Participants: participation rate, namely the number of managers having fully evaluated the skills of all their employees compared to the total number of managers engaged in the campaign. This KPI is refreshed every 12 hours.

Follow-up of manager and employee emails

A table displays the emails sent during the campaign:

• Name: fixed name "Launch email" or "Reminder n",
• Status: Scheduled or Sent when emails are sent,
• Sending date: scheduled sending date,
• Email sent: number of emails sent,
• Email clicked: number of unique clicks on the email
• Click rate: ratio between number of unique clicks / number of email sends x 100

Skills campaign emails

The emails take up the elements defined in the campaign configuration modal: title and description for each of the audiences (employees or managers).

Note: the content can be modified at any time, it is the one defined at the moment of sending the email that is taken into account.

The employee email contains a link opening a page allowing the user to evaluate the skills of their job description.

The manager email contains a link opening the "Job skills assessment" tab of the "My team" page on the concerned campaign.

Reminders: any employee having not interacted with the modal is concerned by the reminder. Managers are concerned by all reminders.

Employee participation modal

The modal is displayed upon clicking the email link and by default to any employee concerned by the campaign, it takes up the elements defined in the campaign configuration modal: title, description, and selected skills.

The user is confronted with all the skills defined at the level of their job description.

Two options for the employee :

• click on "Remind me later" : the modale will be dismissed and displayed again once the employee reach again their profile or My skills page. Their participation into the campaign is not taken into consideration, but any change on the skills evaluation will be saved.
• click on "Confirm" : this action validates all the information on the modale; it is therefore considered that all skills have been evaluated whether the rating has been modified or not.