> ## Documentation Index
> Fetch the complete documentation index at: https://help.statisfy.com/llms.txt
> Use this file to discover all available pages before exploring further.

# Creating Campaigns

> Create email and survey campaigns to engage your customers.

Follow this guide to create and launch campaigns.

### Create a New Campaign

1. Navigate to **Campaigns**

2. Click **New Campaign**

3. Fill in the campaign details:
   * **Name**: A descriptive name for your campaign
   * **Description**: Optional notes about the campaign purpose
   * **Type**: Choose **Email** or **Survey**

4. Set the schedule:
   * **Start Date**: When the campaign should begin
   * **End Date**: When the campaign should end

5. Continue to configure based on campaign type.

### Email Campaign Setup

For email campaigns:

1. **Select Email Template**
   * Choose from your saved email templates
   * Preview the template to verify content

2. **Select Audience**
   * Choose an existing audience or create a new one
   * Review the estimated recipient count

3. **Configure Sender** (optional)
   * By default, emails come from your configured sender
   * Choose role-based sending (CSM, Account Executive) to personalize
   * Add CC or BCC recipients

### Survey Campaign Setup

For survey campaigns:

1. **Select Survey**
   * Choose the survey to distribute
   * Ensure the survey is complete and tested

2. **Select Email Template**
   * Choose the email template for survey invitations
   * Template should include the survey link placeholder

3. **Select Audience**
   * Choose which customers should receive the survey

### Advanced Settings

<Accordion title="Role-Based Sender">
  Instead of a fixed sender email, send from each recipient's assigned CSM or Account Executive:

  1. Open campaign settings
  2. Under **Sender Role**, select the role (CSM, AE, etc.)
  3. Emails will come from each recipient's assigned team member

  This increases open rates by making emails feel personal.
</Accordion>

<Accordion title="Auto-Reminders">
  Automatically resend to people who haven't responded:

  1. Enable **Auto-Reminder** in settings
  2. Set **Reminder Duration** (days between reminders)
  3. Optionally enable **Skip Weekends**

  Reminders continue until the campaign end date.
</Accordion>

<Accordion title="CC and BCC">
  Add additional recipients to all campaign emails:

  * **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
</Accordion>

### Test Before Publishing

Always test your campaign before publishing:

1. Click **Send Test Email**

2. Enter a test email address (or use your own)

3. Review the email:
   * Check personalization tokens resolved correctly
   * Verify links work
   * Confirm formatting looks right

4. For survey campaigns, complete the test survey

<Warning>
  Test emails don't count toward campaign analytics.
</Warning>

### Publish the Campaign

Before publishing, the system validates:

* Sender email domain is verified
* All required fields are complete
* Audience is selected

**To publish:**

1. Review your campaign configuration

2. Click **Publish**

3. If validation passes, the campaign launches

4. If validation fails, review the error message and fix issues

### After Publishing

Once published:

* Campaign status changes to **Published**
* Emails begin sending to your audience
* Track progress in Campaign Analytics
* You cannot edit most settings (create a new campaign for changes)

### Tips for Effective Campaigns

<Tip>
  **Segment your audience** - Smaller, targeted segments often perform better than broad sends.
</Tip>

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