Creating Campaigns

Campaigns are the primary way to distribute interview invites to multiple participants. This guide covers everything you need to know about campaign management.

Campaign Lifecycle

A typical campaign goes through these stages:

Draft: Campaign created but not yet launched
Active: Invites sent, participants can complete interviews
Completed: All participants finished or invite period expired
Archived: Campaign archived for record keeping

Creating a Campaign

Basic Setup

Required fields when creating a campaign:

Campaign Name: Internal identifier (not visible to participants)
Script: Must be a published script version
Project: Organize campaigns by project
Invite Validity: Duration invite links remain active (1-30 days)

Adding Participants

Individual Emails:

participant1@example.com
participant2@example.com
participant3@example.com

Bulk CSV Upload: Create a CSV file with this structure:

email,name
john@example.com,John Doe
jane@example.com,Jane Smith

Maximum 1,000 participants per campaign. For larger studies, create multiple campaigns.

Email Customization

Customize the invitation email sent to participants:

Subject Line Best Practices:

Keep it under 50 characters
Include your organization name
Make it clear it's an interview invitation
Avoid spam trigger words

Body Content:

Explain the purpose of the interview
Mention estimated time (be realistic!)
Highlight any incentive or compensation
Include contact information for questions
Reassure about privacy and data security

Managing Active Campaigns

Dashboard Overview

The campaign dashboard shows:

Invites Sent: Total number of invites delivered
Started: Participants who began the interview
Completed: Fully completed interviews
Pending: Invites sent but not started
Failed: Email delivery failures

Filtering and Search

Find specific participants using filters:

Status: Pending, Started, Completed, Expired
Email domain: Find all participants from a company
Completion date: See recent completions
Session duration: Identify outliers

Bulk Actions

Perform actions on multiple participants:

Send Reminders: Email participants who haven't started
Extend Expiry: Give more time to complete
Cancel Invites: Revoke specific invite links
Export Data: Download participant list with statuses

Advanced Features

Scheduled Campaigns

Launch campaigns at a specific date/time:

Create campaign as draft
Set launch date and time
Campaign automatically activates at scheduled time

Perfect for coordinating with other marketing activities or timezone considerations.

Campaign Templates

Save campaign settings as templates:

Email copy
Validity period
Script selection
Follow-up settings

Reuse templates for recurring research studies.

A/B Testing

Run multiple campaigns with different scripts to test:

Question phrasing
Interview length
Interview style (formal vs. casual)

Compare completion rates and response quality.

Best Practices

Segmentation

Create separate campaigns for different participant groups:

By persona: Customers vs. prospects
By engagement: Active users vs. churned users
By demographics: Age groups, locations, etc.

This allows custom messaging and script variations.

Timing

When to launch:

Mid-week (Tuesday-Thursday) typically has better response rates
Avoid holidays and weekends for B2B research
Consider participant timezones

Invite validity:

1-3 days: Urgent feedback, high engagement expected
7 days: Standard for most campaigns
14-30 days: Lower-priority research, passive recruitment

Completion Rate Optimization

Target 40-60% completion rate by:

Clear Value Proposition: Why should they participate?
Right Length: 5-10 minutes is the sweet spot
Incentives: Gift cards, exclusive access, or report sharing
Follow-up: Send one reminder after 3-4 days
Mobile-Friendly: Most participants use phones

Pro Tip

Send test invites to yourself and colleagues before launching to 100+ participants. Check email rendering, link functionality, and interview experience.