Creating Campaigns

Follow this guide to create and launch campaigns.

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Create a New Campaign

1. Navigate to Campaigns.
2. Click Add Campaign.
3. On the Create New Campaign screen, fill in the details. The form adapts to the campaign type you choose — email campaigns ask for an emailer template, survey campaigns ask for a survey.
   • Campaign Title — a descriptive name for your campaign.
   • Description — optional notes about the campaign’s purpose.
   • Campaign Type — choose Email or Survey.
   • Start Date and End Date — when the campaign should begin and end.
   • Audience — the recipients (see Managing Audiences).

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Email Campaign Setup

For Email campaigns, complete these fields:

1. Emailer Template — select a published email template for the send.
2. Audience — choose the audience that should receive the email.
3. Email Configuration (optional) — click Configure Email Settings to set the sender and add CC/BCC recipients (see Advanced Settings below).

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Survey Campaign Setup

For Survey campaigns, complete these fields:

1. Survey — select the published survey to distribute.
2. Audience — choose which customers should receive the survey.
3. Email Configuration — configure the invitation sender under Configure Email Settings.
4. Auto Reminder (optional) — enable reminders to automatically re-send to recipients who haven’t responded (see below).

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Advanced Settings

Sender and role-based sending

Click Configure Email Settings to open the sender configuration.

• Under Sender Configuration, choose Email Address to send from a fixed address, or Role to send from each recipient’s assigned team member (for example their CSM or Account Executive). Role-based sending makes emails feel personal and can lift open rates.
• Sender Email — the address the email comes from. It must belong to a verified sender domain configured by your admin.

CC and BCC

In the same Configure Email Settings dialog, add additional recipients to every campaign email:

• CC Emails — visible to recipients.
• CC Roles — add team members by role.
• BCC Emails — hidden from recipients.
• BCC Roles — add managers or oversight by role.

Auto-Reminders (survey campaigns)

For survey campaigns, turn on Auto Reminder to automatically re-send the invitation to recipients who haven’t responded. Once it’s on, click the settings icon to configure it:

• Reminder Duration (days) — the number of days between reminders.
• Skip weekends — optionally avoid sending reminders on weekends.

Reminders continue until the campaign end date.

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Test Before Publishing

Always test your campaign before publishing. On the campaign, click Preview to open the Preview Campaign Email dialog:

1. Under Send test email to, enter a recipient Name and Email (use your own).
2. Click Send.
3. Review the email:
   • Check that personalization tokens resolved correctly.
   • Verify links work.
   • Confirm formatting looks right.
4. For survey campaigns, complete the test survey.

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Publish the Campaign

You can Save as Draft at any time to keep editing later. When you’re ready to send:

1. Review your campaign configuration.
2. Click Publish.
3. The system validates that the sender email domain is verified, all required fields are complete, and an audience is selected. If validation passes, the campaign launches; if it fails, fix the issue shown in the error message and try again.

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After Publishing

Once published:

• The campaign status changes to Published, and the button changes to Unpublish.
• Emails begin sending to your audience.
• Track progress in Campaign Analytics.

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Tips for Effective Campaigns

• Test with a small audience first before large sends.
• Use role-based sending for a personal touch.
• Set appropriate reminder intervals (not too frequent).
• Monitor analytics and adjust future campaigns based on results.
• Keep subject lines clear and relevant.