Set up a campaign

Campaigns can be set up to run a drip campaign with review invitations to your customers by email and/or SMS. Once a campaign is set up, you add customers to it from one of several places:

How campaign works

Creating a campaign

To create a Campaign, visit Invitations from the menu and select Campaigns. 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 details

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

Next is to set up your campaign settings, such as the number of invites you want to send daily and the invitation schedule, so you don't have to send the invites too early or too late.

2. Setup the review invitation

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

Delay

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

Throttling

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

Next, you need to select which channel 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. For 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 generates 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 set up 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 your emails; we stop sending reminders once they click.

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