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How to add a new campaign
How to add a new campaign

Create customized campaigns tailored to specific user groups or teammates.

Updated over 2 months ago

Ability to add multiple campaigns is available in the latest version of the Premium plan. Legacy Premium plan does not support multiple campaigns.

From the "My Campaigns" section of your Settings page, click NEW CAMPAIGN

Give your campaign a name and click Add Campaign

You campaigns will appear in the order in which they were added.

Click MANAGE to edit the campaign messaging.


Select Campaign When Sending Request

The campaign marked as "Default" will be used as the pre-selected campaign whenever creating a request from your dashboard, contacts page or via Zapier.

To set a Campaign as the Default, click the three dot menu, and select "Make Default"

When sending a review request, you will be able to select the campaign to use.

The campaign marked as "Default" will have a purple star next to it and will always be used as the pre-selection. You can update it in your Settings page.

When creating a request, the default campaign will be used. However, you can override it from the dropdown.

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