Campaign Types
Email Campaigns
Send targeted emails to customer segments using customizable templates.
Survey Campaigns
Distribute surveys to collect feedback and measure customer sentiment.
Key Features
| Feature | Description |
|---|---|
| Audience Targeting | Target specific customer segments with reusable audiences |
| Email Templates | Use customizable templates with personalization |
| Survey Distribution | Link surveys and track responses |
| Engagement Tracking | Monitor delivery, opens, clicks, and responses |
| Auto-Reminders | Automatically resend to non-responders |
| Test Emails | Preview and test before sending |
| Activity Timeline | Sent campaign emails automatically appear on account activity timelines |
Campaign Statuses
| Status | Description |
|---|---|
| Draft | Campaign is being created, can be edited |
| Published | Campaign is active |
| Scheduled | Campaign set to launch at a future date |
| Completed | Campaign has ended |
Accessing Campaigns
Navigate to Campaigns from the main menu to:- View all campaigns
- Create new campaigns
- Manage audiences
- View analytics
Workflow
- Create an Audience - Define who should receive your campaign
- Build Your Campaign - Choose type, template, and settings
- Test - Send test emails to verify content
- Publish - Launch the campaign
- Monitor - Track engagement and responses
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
What You’ll Need
For Email Campaigns:- An email template (create in Email Templates)
- A target audience (create in Audiences)
- Verified sender domain (configured by admin)
- A survey (create in Surveys)
- An email template for distribution
- A target audience
Next Steps
- Creating Campaigns - Step-by-step guide
- Managing Audiences - Target the right customers
- Campaign Analytics - Track results