ACTION CAMPAIGNS®

Action Campaigns are targeted initiatives within the IntouchCX™ platform that link specific actions to a Key Performance Indicator (KPI) to focus teams on what matters most. They help frontline teams perform intended behaviors and scale successful practices across locations. Campaigns include tasks, automation, tracking, and analysis to drive measurable improvements.

You assign tailored actions and checklists directly to drivers that influence a chosen KPI, then track those activities alongside the KPI. The platform’s key driver analysis shows which actions most affect the KPI, letting you tie outcomes back to specific behaviors. This makes it easier to prioritize actions that move the metric.

Automation can trigger actions and workflows based on predefined conditions or performance signals, putting tasks on “auto-pilot.” This reduces manual follow-up and ensures timely interventions when KPIs or drivers need attention. Automations can assign tasks, send reminders, or launch workflows tied to campaign rules.

Yes, Action Campaigns can be location-specific and assigned to the relevant people at each site. This lets you address local pain points and focus resources where they’ll have the most impact. You can also compare campaign locations to others to measure localized results.

Time-based goals let you set start and end dates for a campaign to ensure tasks are completed within a planned timeframe. They’re useful for pilots, limited-time offers, or rollouts with fixed schedules. Time boundaries also simplify before/after comparisons and performance measurement.

Intelligent recommendations are auto-generated suggestions the platform produces after analyzing performance and impact. They highlight successful elements of a campaign and areas for improvement so you can refine or scale the initiative. This reduces manual analysis and speeds decision-making.

Measure impact by comparing KPI performance at locations in the campaign to other locations and by using pre-built visualizations that show performance over time. The platform provides location-level insights and driver analysis to quantify which actions affected outcomes. Post-campaign reports also summarize success and recommended next steps.

You can request a demo or schedule a personalized call by filling out the form. The demo will show Action Campaign capabilities and how Intouch Insight can support your goals.