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CampaignsCreate a campaign

Create a campaign

Build a new campaign from scratch and put it live. It takes a few minutes if your rewards are already in the Reward catalog.

Before you start

  • You need the Owner or Admin role.
  • Create at least one reward in Rewards → Catalog, or plan to choose No reward. You can also create a reward from inside the builder.
  • Save your review site links in Workspace profile so the builder can fill them in for you.
  • If you finished onboarding, your onboarding campaign may be waiting under the Drafts tab on the Campaigns page. Open it and pick up from step 3.

Start a new campaign

  1. Go to Campaigns and click New campaign. If you have no campaigns yet, the page reads “Ask customers for proof. Start with a campaign.” with the New campaign button.

    The Campaigns page before any campaign exists, with the New campaign button

  2. The builder opens as Untitled campaign. Click the name at the top to rename it.

Nothing is saved until you make your first change. After that the campaign is a draft and saves as you go (the header reads Draft · saves as you go).

The new campaign builder with the Asks, Rewards, Design and Share tabs and the preview controls

The builder has two halves. The left panel holds the current tab. The right side is a live preview of the page your customers see. Use Webpage / Widget and the device icons at the right end of the tab bar to switch what the preview shows. Click a card in the preview to open that ask’s details on the left.

Build it tab by tab

  1. Asks. Under “What do you want to ask for?”, tick the review sites, social platforms and testimonials you want. Click a ticked row to open its details. Then click Next: Rewards.
  2. Rewards. Under “What does each person get?”, pick a reward for each ask, or use Set one reward for all. Then click Next: Design. See Set rewards for a campaign.
  3. Design. Check the Brand row, then the Headline and Subtext for the webpage and the widget. You can also type straight on the preview. See Design your campaign.
  4. Still on Design, review Before you go live: AI verification, Proof customers send and Reward approval. You can change these later in Share.
  5. Click Go live.

You can click any tab at any time. Only Share stays locked (“Opens after you go live”) until the campaign is live.

Fix what blocks Go live

A number on a tab means something on that tab needs fixing. The numbers are grey while you set up a new campaign and turn red once you press Go live.

If anything is missing when you press Go live, nothing launches. A list opens instead: “Before you go live, fix N things”. Click an item to jump straight to the field.

The "Before you go live, fix 1 thing" list opened from the Go live button

MessageWhat to do
Turn on at least one askTick at least one row on Asks.
Name needs a post URLPaste the post link on that engagement.
Name: the minimum must be less than the maximumFix Min. characters and Max. characters on the written testimonial.
Name needs a reward or “No reward”Pick a reward on Rewards.
The webpage headline is empty (or subtext, or the widget’s)Fill in the copy on Design.
Turn on the webpage or the widgetTurn a channel back on in Share.

You can also open the same list any time from N things to fix in the header.

What happens when you go live

  • The campaign turns Active and you see “Your campaign is live”.
  • The builder opens the Share tab, with your webpage link and widget code. See Share your campaign.
  • New submissions land in the Inbox.

Save and finish later

Click Save and finish later in the header to leave a new campaign. You see “Saved as a draft. Finish it any time.” and the campaign waits under the Drafts tab on the Campaigns page.

To finish a draft, open it from Drafts. On the campaign page, click Finish setup. Drafts keep saving as you edit, so Close takes you back.

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CampaignsAsk for reviews