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1. Set the goal for your message - Initiate employee interaction: You can choose from a predefined goal or create your own personalized message from scratch
2. Choose your targeted audience - Select which employees to message: You can target everyone or define a segment based on their organizational information (department, role, etc.) and their past behavior (pages they've visited, goals they've accomplished)
3. Choose a communication channel - Create a way to prompt action: You can send your audience a message via email, SMS, pop-up (in-app) message on SharePoint, automated phone call or even send the message to any third-party service such as Microsoft Teams
4. Gain understanding from employee feedback - Analyze employees’ responses in Power BI: You can explore your target audience’s reaction or motivate them to take action, such as updating content, attending a session, completing their training and more

When you initially open CardioLog Engage, you will see a sign in button. You simply click on that button and login to CardioLog Engage with your Power BI Pro account. If you do not have an account yet, click on sign up.

CardioLog Engage Login Screen
 

Once you login to CardioLog Engage you will be able to create campaigns and analyze the responses in Power BI.