Once you have one or multiple Audiences created and populated in your Zurvey.io group, you can leverage these to launch survey campaigns.
To launch a new survey campaign, create a new survey or choose an existing one from your group and proceed to the Publish tab.
1. Hit the “Create new campaign” button.
2. Once the campaign creation popup appears, provide a name for your campaign and decide whom you would like to target. Choose whether to send the survey to the entire Audience or select specific segments (if you have them created).
3. As a third step, you can match your metadata to use either as a Variable or as a URL Parameter. Variables can be incorporated into your Email body for a personal touch — for example, replacing first names and last names with metadata from your audience. If you set up a variable as a URL parameter, Zurvey.io will automatically fill that parameter with the related value from your audience's metadata. This is a good option if you would like to include hidden questions in your survey based on URL parameter values (learn more about hidden questions here). You will also be able to filter on collector type URL parameters later in the dashboard. Don’t worry, you don’t need to use all your metadata as variables or URL parameters. Just leave the ones you don’t need as variables. Later, you can decide whether you would like to use them during email template customization.
4. Next, you should select your email template for your survey campaign. If you have previous templates, you can find them in this list, where all templates created in your group are visible (regardless of which survey they were created for). Choosing an existing template will not modify the original template: the system will duplicate it with the same settings. Alternatively, you can choose to go with a completely new template.
5. The email template inherits the logo and color settings of your survey. You can modify the Sender Name and the Email Subject during email template customization.
6. Additionally, you can customize the email body using variables, such as inserting first and last names or any other useful information from your metadata in the Audience.
7. You can also change the placement and type of your “Action button,” which leads respondents to the survey. By default, it is a button, but you can embed any rating, scale, single-choice, NPS®, CSAT, or CES question from your survey to make your email template a bit more interactive.
8. If you require more sophisticated formatting for your template, you can access the HTML editor view of the template editor by clicking on the “code” icon in the toolbar, and revert back using the “pencil” icon. You can copy and paste any HTML code into the editor, with the only limitation being to keep it under 50,000 characters. Make sure that all links in your code (e.g. image path) are accessible from external sources like Zurvey.io.
9. As the next step of the campaign publish flow, you can double-check the details of your campaign under the “Summary” section, including:
1) The selected recipient group
2) The chosen template
3) A preview of your invitation mail
4) The dimensions’ data that will populate your URL parameters and email template based on your configuration.
Additionally, you can activate the “Send only to new members” functionality here (5). This feature ensures that the survey campaign is sent exclusively to those audience members who have been added to the audience or the segment after the last send. Consequently, only newly populated members will receive the invitations, optimizing outreach to fresh audience members.
- As a final step under sending options, you can decide whether you would like to:
1) Send a test email to check your email template’s look and feel before sending.
2) Launch your survey campaign immediately and send it to the recipients.
3) Trigger the campaign via API.
To send a test email, you only need to enter one or multiple recipient email addresses in the input, and the system will substitute variables - such as “first name” or “last name” - with data from a randomly selected audience member in the template. Please note that if you open and complete the survey from the test email, your responses will be recorded under the name of the randomly selected audience member.
If you choose to launch your campaign instantly, be aware that sending will begin immediately and cannot be halted.
If you opt for API triggering of the campaign, hit the “Show API details button” first. In the information popup, you will find:
- Credentials for Authentication and Identification, including the Campaign ID and access path to token settings.
- An endpoint to Retrieve Campaign Details, where you can obtain Campaign Details, including metrics like Last Submitted at date or Completion rate.
- An endpoint to Trigger Campaign. This endpoint already contains your campaign ID. Please note that since audience member population and campaign email sending are both asynchronous actions, inserting a delay into your process after member population but before campaign triggering can ensure all members are added to the audience beforehand. If you want to confirm that members have been added, you can retrieve the current member count on the audience using the Retrieve Audience Details endpoint mentioned earlier.
Before triggering any campaign, ensure that it is activated in the campaign list with the toggle switch. By default, campaigns are created as drafts.
Campaigns List
If you’ve saved your campaign as a draft, sent it to your recipients manually, or triggered it via API, you can find it in the Campaigns List on the publish page. Check the current status of the campaign (draft, sending in progress, sent) and monitor the number of responses received. Additionally, you will receive an email confirmation once your campaign has been successfully sent to the recipients.
A campaign can have multiple waves, for example, sending a campaign manually and triggering it via API. To differentiate these, the system automatically places the exact sending time in the name of the wave. To edit your campaign, access the menu (...) on the list element.
Trace back responses to Audience members
Responses collected via campaigns will contain metadata about the audience member and campaign in the survey’s xlsx and csv exports, under the following columns: Audience Member, Campaign and Wave sent at (the date the campaign was launched).
