Campaigns
A campaign asks your customers for proof and thanks them for it. Each campaign is a list of asks (a review on a site like G2, a social post or engagement, a video or written testimonial), a reward for each ask, a page design, and two ways to reach customers: a hosted webpage you share as a link and a widget you install in your product.
There is no campaign type to pick. One campaign can mix review sites, social asks and testimonials.
How a campaign is built
You build every campaign in one builder with four tabs:
- Asks: tick what you want to ask for, in three groups: Review sites, Social and Testimonials.
- Rewards: pick a reward from your Reward catalog for each ask, or No reward.
- Design: set the brand, headline and subtext, then press Go live.
- Share: copy the webpage link or the widget code. Share opens after the campaign goes live.
A live campaign shows a Live switch on the Campaigns list and on the campaign page. Turn it off to pause the campaign.
Who can manage campaigns
Owners and Admins can create, edit, pause and delete campaigns. Members can open campaigns and see their results, but they don’t see the Live switch or the row menu. See Roles and permissions.
Guides
Go from New campaign to live: Asks, Rewards, Design, then Go live.
Create a campaignAdd review sites like G2, Capterra or Trustpilot and set each one up.
Ask for reviewsAsk customers to write a post, or to like, comment on, reshare or follow.
Ask for social posts and engagementsSet the heading, question and prompts customers see before they record or write.
Ask for video and written testimonialsTurn on draft help for a review or post ask and test it before you go live.
Help customers write with Smart DraftPick a reward for each ask, or set one reward for all of them.
Set rewards for a campaignBrand colors, light and dark mode, headline, subtext and layout.
Design your campaignCopy the webpage link or install the widget in your product.
Share your campaignWalk through the campaign page the way your customers do.
What customers seeThe links, screenshots and details each ask needs.
What proof customers sendPause, edit a live campaign, duplicate or delete.
Manage campaignsVisits, submissions and verified proof for each campaign.
Campaign resultsRelated
- Inbox: where every submission from your campaigns lands
- Rewards: set up the rewards your campaigns hand out
- Launch your first campaign