Campaign setup

Set up a PenFit campaign.

Tell us the basics. We configure the rest.

Contact → Campaign → Proposition → Population → Branding → Submit

This pro forma mirrors the practical information PenFit needs to configure a controlled campaign, without exposing the technical Admin controls underneath.

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Contact

Contact nameOrganisationJob title / roleWork emailTelephoneConsultant / adviser / partner, if different

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Campaign

What would you like to call the campaign?Organisation / scheme name to displayType of arrangementWhat are you trying to understand or test?What question would you like PenFit to help answer?

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Current proposition

Select any PenFit approaches that are currently available or broadly represented. If you are unsure, leave that to PenFit to discuss with you.

Short description of the current arrangement / propositionOptional link to an existing proposition or member communication

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Population

Approximate population sizeIntended participant groupAge-band analysisGender analysisOther agreed cohort field?If yes, specify

Collect only what has a clear analytical purpose. Optional cohort fields do not change the individual's PenFit score.

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Branding and timing

Organisation logoPrimary brand colourAccent colourWelcome wordingPreferred start datePreferred closing dateAny key trustee / committee / board / client meeting date?

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Insights access and confirmation

Names / work emails of authorised Insights usersWho should receive the final aggregate readout?Consultant / partner access required?

I understand this is a controlled professional-use campaign. I understand PenFit provides preference evidence and does not provide financial advice or assess individual suitability. I understand the organisation or professional remains responsible for design, communications, governance, advice and implementation. I understand participant privacy wording and data roles will be agreed before launch.

Member participants do not need an account. Standard client Insights is aggregate only, raw individual response rows are not provided, and small-cohort suppression applies.

What happens next?

PenFit reviews the brief, confirms any outstanding points and configures the campaign. The organisation then receives its branded Member link and authorised Insights access.