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Campaigns
Campaigns automatically send surveys based on triggers you set. Instead of manually sending surveys, campaigns run on autopilot.
Types of Campaign Triggers
Time-Based
- Send 30 days after account creation
- Send quarterly (every 90 days)
- Send 60 days before contract renewal
Event-Based
- After project completion
- After onboarding finishes
- After support ticket resolution
- After contract upgrade
Manual
You trigger it when needed
Creating a Campaign
- Go to Campaigns → "Create Campaign"
- Name your campaign (e.g., "Quarterly Check-in")
- Select a survey template
- Choose your trigger (Time-Based, Event-Based, or Recurring)
- Choose your audience (All accounts, Segment, or Specific accounts)
- Set send time and timezone
- Click "Save Draft" or "Activate"
Campaign Status
Draft: Not sending yet, still being set up
Active: Running and sending surveys
Paused: Temporarily stopped, can be reactivated
Archived: Permanently stopped