in Getting Started

Quick Start: Campaigns

Step 1:  Create a campaign

  1. From the left sidebar, click on New Campaign
    new_campaign_selection
  2. Fill out the campaign form.  Hover over any blue question mark to learn more.  When you’re done, click on Create Campaign
    new_campaign_form

Step 2: Create Form

  1. Select the campaign you want to work with
    select_campaign
  2. From the top menu bar, select Form
    select_form
  3. Start typing your questions and answers in the text field box
    form_text_box
  4. For every question, select the question type from the drop down list.  If it is an answer, just select answer from the drop down list.
    form select options
  5. As you build your form, you can move questions/answers around with the blue up/down arrow icon, duplicate questions/answers by clicking on the green icon, or delete questions/answers by clicking on the red icon.  Additionally, you can edit any question/answer by clicking on the dotted line.
    qa_field
  6. After you’re satisfied with the form, be sure to click on Save Form
    save_form

Step 3: Create Action Group

  1. Select the campaign you want to work with
    select_campaign
  2. From the top menu bar select Action
    select_action
  3. Create a new action group – this should be the name of your “buckets” where you want your form results to go into, for example “Positive Response”.  Click on Add to create the new action group.
    new_action_group

Step 4: Create Emails

  1. Within an action group, click on New Email
    new_email
  2. Compose your email.  Be sure to click on Add when you’re done.
    email_form
  3. You can create multiple emails that will be sent in sequence.  If you do, be sure to select the number of days for the next email to be sent after the previous email is sent.
    sequence_days

Step 5: Define Action Group Rules

  1. If you have more than one action group, then you need to define which form results trigger which action group.  In this example, if the form has “No” selected, then the emails in the Negative Response action group will be triggered, otherwise, the emails in the Positive Response will be triggered because it is the default group.  Be sure to click on Save when you’re done.
    action_group_rules2
  2. More information on how to set up action group rules are forthcoming.

Step 6: Publish

  1. Once you’re satisfied with the form, action groups and action group rules then it is time to publish your survey.  This is done by clicking on the yellow Publish button
    publish_button
  2. As soon as a campaign is published, it can be accessed using a direct link or indirect link (based on your package) by going to Links
    links_page
  3. If you later change your form, action group or action group rules, it automatically creates a copy of your campaign into a new unpublished version, which then must be published to activate it.