Setting up a campaign

Campaigns can be setup to run a drip campaign with review invitations to your customers, via both email and SMS. Once a trigger is setup, you can add customers to it by various means:

  1. Manual entry or CSV upload from the Opt in landing page
  2. Zapier automation
  3. API automation
  4. BCC email automation

To create a Campaign, visit the Review Invitations -> Campaigns menu item. The campaign is what sends out the review invitation with your given criteria. Click New Campaign to start setting this up - these are the steps:

1. Set your campaign name

Use a memorable name so that you can identify it later.

2. Setup the review invitation

You now have the option to set a Delay and Throttling:


The number of hours after which you wish to send your review invitation after the event creation


Prevent sending out multiple review invitations within a given time period (in hours) should we receive multiple events

Next, you need to select which channel to use to send out your review invitations - email and/or SMS. For email as an example, you can set one or more subject lines and templates to use, which will run them in parallel. As an example, if you set two templates, 50% of your customers will receive one and 50% the other. This is a great way to A/B test which template is generating the best result.

For more information about this, consult our documentation for your selected channel.

3. Setup the review invitation reminder(s) (optional)

Next, you can optionally setup review invitation reminder(s) to be sent a given amount of hours after the previous contact, also with given a template(s) and subject line(s). Reminders are sent when your customers don't click the unique links in the emails we send them - once they click, we stop sending reminders.

Once you're ready to save your Campaign, click Create, which will start scheduling review invitations as you add customers to it.

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