Mar 14 17

A Step-by-Step Strategy for Increasing Employee Engagement and Productivity in SharePoint and Office 365


Last updated on September 12th, 2017 at 03:36 pm

It’s no secret that technology can help organizations drive employee engagement and take their productivity levels to astounding heights. Many large enterprises spend large amounts of resources on training their employees on their SharePoint and Office 365 portals, yet often times don’t realize that there are many small and simplistic steps they can take to boost their user engagement levels with just a matter of a few clicks and the release of a campaign – it can really be that simple!

CardioLog Analytics offers data-driven metrics, which provide high-level insights and intuitive reports. These reports give SharePoint stakeholders and administrators the information they need to take action to improve their portals. The next step is simply using tools like, CardioLog Engage, to take initiative and proactively engage with the users to spark change. You can expose users to new content, push them to complete specific tasks, or simply get in touch with them through a number of advanced communication channels.

Here’s how it’s done. 

Set the Goal for your Message

No matter what your goal is in SharePoint, CardioLog Engage has got you covered. Simply begin by setting a campaign goal. CardioLog Engage comes with a large set of predefined goals to help make your campaign process easier. These goals were created with the help of customer input based upon the most common challenges they see in SharePoint and Office 365 today. You can choose from dozens of these pre-defined goals or create your own message from scratch.

Here’s a few ideas of pre-defined messages you can base your campaigns off of:



Notify users about a site that was migrated to Office 365

Broadcast a message to a specific department about planned IT Down times where SharePoint will not be accessible

Request from users to remove a plugin or extension


Collect Feedback

Ask if people found what they were looking for

Ask if a specific site was useful

Ask if there is anything that can be improved upon on the page



Let people know about a new feature in SharePoint

Promote a new page

Make sure people are visiting a specific page that’s important to management


Invite people to an event

Send a holiday greeting

Annouce something



campaign goal

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Choose your Targeted Audience

Whether you’d like to target everyone in your portal or just a small segment, your campaign targeting is possible with CardioLog Engage. You can even segment users based upon their attributes like department, role, location and more. This is a great way to get the right information across to the relevant people. Imagine this: You created a SharePoint usage adoption report and filtered it based upon departments within SharePoint. From this report, you understood that the Financial group is not adapting to the portal at the same rates as the other groups. You can then use this insight to take action! Before you decide to allocate resources towards training the Marketing department, you can simply release a campaign and target only the marketing department to better understand what their pain points are in SharePoint and where you can come in and help to make some quick fixes in the meantime.

engage audience


Choose a Communication Channel

You’re now ready to reach your targeted audience by choosing the perfect communication channel to catch their attention.  You can send a message via email, text message, push or desktop notification. You can also communicate with your SharePoint users by in-app message on SharePoint. This is a great way to engage with users while they’re active in SharePoint. CardioLog Engage alows you to take it one step beyond a simple in-app message, and lets you customizer whether the message should be a pop-up, full screen, header, footer, left-aligned message, tooltip, badge, yellow note, sticker, hotspot and more. An automated phone call or even a message from any third party service can be programmed to be sent as well.


pick a channel

Create a Tailored Message

Creating a tailored message for your users to recieve is easily customizable with CardioLog Engage. Add any text you’d like to appear, and select the type of message, as well as the background color, corners, call to action and even the call to action text. CardioLog Engage is message focused, rather than user focused. Getting the message out to as many relevant users as possible and finding the best ways to increase the reach is our goal. All you need to do is concentrate on defining the type of users you’d like to engage with and the goal you’re trying to achieve. We will simply do the rest by providing pre-defined message text and suggesting the best ways and times to approach your users based upon their user behavior.


In app message

Define the Trigger

Now it’s time to determine when the campaign should be sent. There are a variety of ways for getting your message out. If you’re ready to send your campaign out and simply can’t wait any longer – you can send the campaign right now. You can also schedule your campaign to go out during the peak times your employees are using SharePoint (based upon CardioLog Analytics data!) You can also set up a trigger to run a campaign based upon your user behavior. Setting up a triggered response is a great way to send your message automatically based on important events that are related to your users. This ensures that your users will get the right message at the right time.



Trigger message

Collect Feedback and Measure the Performance of the Campaign

collect data on campaign


You’ve launched your campaign, and now it’s time to collect important insights and track the performance of the message. You can understand how many users are in your targeted audience, how many of them saw the message and interacted with it, and most importantly, how many of them accomplished the goal you’ve set for that campaign. Now you’re ready to start taking action in your portal. You can boost your portal productivity levels and better engage with your users by leveraging a tool like CardioLog Engage. You can even use CardioLog Engage during a SharePoint migration, to understand your user challenges and anticipate portal speed bumps.

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