On-site campaigns

A campaign is an action that fires the instant someone completes a survey, right on the thank-you screen. There's no email to open and nothing to wait for — the moment a respondent finishes, they see something tailored to how they answered. Send happy customers to leave a review, invite promoters to refer a friend, or hand an unhappy customer a way to reach you. Each action is personalized by the respondent's answers and the segment they match.

Because campaigns fire on-screen and in the moment, they capture attention exactly when motivation is highest.

Setting up a campaign

Campaign types

There are eight types to choose from. Each has its own dedicated guide:

Controls that shape every campaign

Beyond type, four controls shape when and to whom a campaign appears:

• Targeting — attach one or more segments; a campaign must target at least one. When you attach several, a respondent who matches any of them qualifies (not all at once).
• Priority — decides which campaign shows when a respondent qualifies for more than one. The lower the number, the higher the priority — priority 1 outranks priority 2.
• Scheduling — an active window (the dates the campaign may run) plus frequency caps in minutes, hours and days, so the same person isn't shown it again too soon. Frequency is counted per device.
• Content — the wording, colour, call-to-action and the type-specific fields covered in each campaign's own guide.

How campaigns merge across workspaces

You'll often want the same campaign running in many workspaces — for example one referral offer across every store. Rather than clutter the page with a near-identical row per workspace, Survey Manager merges them into a single card.

What makes campaigns merge

Two campaigns merge when their content and settings are identical — same type, title, description, priority, colour, call-to-action and target URL, the same frequency caps, language, schedule and thank-you page, the same type-specific content (the callback form, the refer emails, the incentive, and so on), and the same presence of an image.

A few things are allowed to differ without breaking the merge, because they're naturally per-deployment:

• the workspace each copy runs in,
• the segments each workspace targets,
• the exact image file (re-uploading the same picture to another workspace produces a different file, so only whether there's an image is compared), and
• the tracking tag used for analytics.

Working with a merged card

The merged card shows how many workspaces the campaign runs in, and you can expand it to see each workspace alongside the segments it targets. Editing the card fans the change out to every workspace at once, with a progress indicator as it rolls through them — so one edit keeps every copy in step. Because segments are the one thing meant to differ, you set those per workspace right on the card.

Campaigns pair naturally with segments for targeting and with Alerts for following up on the leads they generate. To reach people after they've left the page instead, use messaging pipelines.