Campaigns Overview

Campaigns enable you to reach out to customers at scale through email and survey campaigns. Target specific audiences, track engagement, and measure results.

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Campaign Types

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Key Features

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Campaign Statuses

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Accessing Campaigns

Navigate to Campaigns from the main menu to view all campaigns, create new ones, manage audiences, and review analytics. The Campaign List tab shows each campaign’s name, type (Email or Survey), status, and schedule.

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Workflow

1. Create an Audience - Define who should receive your campaign
2. Build Your Campaign - Choose type, template, and settings
3. Test - Send test emails to verify content
4. Publish - Launch the campaign
5. Monitor - Track engagement and responses

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Campaign Emails on Account Timelines

When a campaign email is sent, it automatically appears as an activity on the account timeline for each recipient’s account. This gives account owners and CSMs full visibility into all outreach — including mass campaigns — directly from the account page. Each campaign activity shows:

• Campaign name
• Email subject line
• Date the email was sent
• Number of contacts at the account who received it

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What You’ll Need

For Email Campaigns:

• An email template
• A target audience (create in Audiences)
• Verified sender domain (configured by admin)

For Survey Campaigns:

• A survey
• An email template for distribution
• A target audience

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Next Steps

• Creating Campaigns - Step-by-step guide
• Email Templates - Design reusable, personalized emails
• Surveys - Build and distribute NPS, CSAT, and custom surveys
• Personalization & Merge Tags - Personalize email for every recipient
• Managing Audiences - Target the right customers
• Campaign Analytics - Track results