Once you have one or multiple Audiences created and populated in your Zurvey.io group, you can leverage these to launch survey campaigns.
- Campaign Setup
- Sending Options
- Campaigns List
- Campaign Waves
- Editing a campaign
- Campaign Metrics
- Wave Metrics
- Campaign Analytics dashboard
- Reminder sending
- Campaign Email Quota
- Trace back responses to Audience members
Campaign Setup
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.
Sending options
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.
4) Schedule your campaign for a later time
1) 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.
2) If you choose to launch your campaign instantly, be aware that sending will begin immediately and cannot be halted.
3) 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.
If you choose to schedule your campaign for an exact date, you can set up:
- A single scheduled send.
- A custom timeline of multiple scheduled sends to maintain consistent engagement with your audience.
Each row in the scheduling table represents a send, where you can define the exact date and time for delivery. To activate a scheduled send, ensure the toggle is switched on. If the toggle is off, the schedule remains as a draft, and the campaign wave will not be sent.
Important Notes:- Scheduled sends are based on your time zone.
- This view allows you to manage upcoming schedules only. Previously sent campaigns will not be visible.
If you prefer to send your campaign on a recurring basis, you can set it up to be sent automatically at the same time according to one of the following options:
- Daily
- Weekly
- Monthly
You can specify the exact time for each recurrence to ensure timely delivery.
To activate a recurring scheduled send, ensure the toggle is switched on. If the toggle is off, the schedule remains as a draft, and the campaign wave will not be sent.
Important Notes:
- Scheduled sends are based on your time zone.
- In case of monthly recurring sending, if the selected date does not exist in a given month (such as the 31st), the campaign will be sent on the last day of that month.
Campaigns List
Once you've created a campaign - whether saved as a draft, sent manually, triggered via API, or scheduled - you can find it in the Campaigns List on the Publish page.
Here, you can:
- Check the current status of your campaigns (Draft, Sent).
- Monitor the status of completion - number of responses received.
The Sending column contains icons that indicate how the campaign was sent:
- Instant Send (manual send)
- API Triggered
- Scheduled Send
If the icon is solid, it means responses have already been received for that wave. If the icon is not solid, no responses have been collected yet.
Campaign Waves
A campaign can have multiple waves, each sent using a different method. For example, you may:
- Send one wave manually.
- Trigger another via API.
- Schedule a third for automatic delivery.
Each wave appears as a separate row in the list, with an icon marking its sending method.
The campaign list will also indicate how many waves have already been sent. An index number (e.g., Campaign Name (3)) appears next to the campaign name to show the number of sent waves.
To help differentiate your waves, the system automatically adds the exact sending time to each wave name. If you send campaigns to different recipient groups (audiences or audience segments) you can use this as another way to distinguish them, since it is included in the Recipients column.
If you've scheduled a wave for the future, only the next upcoming wave will be visible in the list. If multiple future waves are scheduled, you can view them in the Schedule setup section, which is accessible from the campaign list item’s (...) menu.
Editing a Campaign
To edit a campaign, click the menu (...) next to its entry in the list. From here, you can:
- Navigate directly to different campaign creation steps, such as Template Customization, Summary, or Sending.
- Check Campaign Metrics to assess campaign performance.
Campaign Metrics
Campaign Metrics provide insights into performance based on:
- Bounce Rate – The percentage of emails that could not be delivered.
- Open Rate – The percentage of recipients who opened the email.
- Click-Through Rate (CTR) – The percentage of recipients who clicked on the link.
- Completion Rate – The percentage of recipients who completed the survey.
Campaign metrics aggregate data across all waves, but you can also view individual wave performance for easy comparison in the chart below.
You can switch between alternative chart visualizations for metric cards.
You can export campaign performance data:
- PNG exports are available for all charts.
- XLSX exports include recipient details (email addresses) and their performance (opened, clicked, completed, etc.). XLSX exports are generated asynchronously and sent to your email when ready.
Headers and format of XLSX export
Wave Metrics
Similar metrics are available for not only campaigns but waves. You can access these from the wave’ list element (...) menu.
Similar export options (PNG and XLSX) are available for wave metrics as well.
Campaign Analytics dashboard
Campaign metrics and wave metrics provide great insights at the campaign and wave levels, but what about survey-level metric insights? If you want to see how your survey performed with an aggregation of metrics from campaigns and waves - such as how many respondents opened the email invitations for that survey, how many bounced, clicked, etc. - you need to visit the Survey Dashboard, which has been expanded with an additional tab: Campaign Analytics.
Here, you can see how different campaigns of a survey performed, and you can even filter on specific campaigns or waves. These filters can also be applied on the Results and Text Analysis tabs. Keep in mind, unlike the default date filter on Results and Text Analysis tabs that is based on the survey response submission date, the date filter on the Campaign Analytics tab is based on the email sending date.
XLSX export can also be generated about all or filtered survey metrics from this tab.
Reminder sending
The Reminder Sending feature allows you to immediately send or schedule a follow-up email to specific groups of recipients, including those who:
- Have not opened the email.
- Have not clicked on the survey link.
- Have not completed the survey.
- Have not received the email (bounced).
You can apply a reminder to any wave that has already been sent. The system determines the recipient list based on the state of the wave’s metrics at the time of sending.
Reminder waves cannot have additional reminders. For example, if you set up a non-completer reminder for a wave, that reminder wave itself cannot have another reminder.
However, you can set up multiple reminders for the same wave, such as one for bounced emails and another for non-openers.
Setting up a reminder
The process of creating a reminder wave is similar to setting up a regular campaign, with one key difference: the first step is to define which metric will determine the recipient group. You can choose from:
- Non-openers
- No-click recipients
- Bounced emails
- Non-completers
If there are no recipients under a specific metric (e.g., no emails bounced), that option will be disabled.
After selecting the recipient group, the remaining steps are similar to a campaign setup:
- Assign metadata to Variables and URL Parameters.
- Select and customize the email template (default settings are inherited from the parent wave, but customization is encouraged, such as modifying the subject or body for better engagement).
- On the Summary screen, you can download and double-check the recipient list before proceeding.
Reminder waves support the same sending options as campaigns:
- Send Test Email
- Instant Send
- Scheduled Send
Once sent or scheduled, the reminder wave appears in the Campaigns List. Scheduled reminders can be edited until they are sent.
Reminder Metrics
Reminder waves include the same performance metrics as campaign waves:
- Bounce Rate
- Open Rate
- Click-Through Rate (CTR)
- Completion Rate
Similar export options are available:
- PNG exports for charts.
- XLSX exports for recipient performance (opened, clicked, completed, etc.).
Campaign Email Quota
Launching campaigns from Zurvey.io requires a campaign email quota. If you are about to run out of quota, the system will notify you via email when you first reach 70%, then again at 90%,99% and finally at 100% of your quota.
If you completely run out of quota, your campaigns will not be delivered. You can still schedule campaigns for a future time, but the system will notify you via email that the campaign has not been delivered due to insufficient quota. Instant sending is disabled if you do not have sufficient quota, and API triggers will return an error.
On the top of the campaign list, you can see the exact state of your quota after you reach 80%. Otherwise, you can track it in Settings → Plan usage.
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).
