How to set up and send your first campaign

If you want to request feedback, you need three elements: a smart group, a form and a campaign. This article will explain how you set up and send the third component: a campaign. For this feature, you need to have created a group and form first. Have a look at the explanation video:

Go to campaigns in your Ratecard dashboard.

And add a new campaign by clicking on the + button.

There are three kinds of campaigns:

• One-time feedback (sending a feedback request only once to your contacts)
• Continuous feedback (sending feedback requests to your contacts on a regular basis)
• Event-based feedback (sending feedback requests to your contacts automatically after certain events, such as interviews, meetings or phone calls)

Which feedback campaign do you need? 

1. One-time feedback

For your first campaign, it's convenient to use the campaign that requests one-time feedback. This means that you only ask for feedback once to a group of people, at a chosen time. 

You can schedule the sending moment for this campaign and it will send the form that you connect to this campaign to the connected group (audience) only once. 

If you choose this kind of campaign, you are able to ask everybody you've met until now for feedback. From here, you can set up for example an event-based campaign, to keep asking feedback to contacts you're in meetings with from now.

Read here how you can set up and send a one-time feedback campaign.

2. Continuous feedback

Go for the continuous feedback campaign if you want to send feedback requests to contacts on a regular basis. This is convenient for measuring customer or employee satisfaction. 

Introduce for example Feedback Friday within your company and ask all employees for feedback on Friday. This way you are able to improve your company every week!

Read here how you can set up and send a continuous feedback campaign!

3. Event-based feedback

The event-based feedback campaign is perfect if you automatically want to send feedback requests after certain events, such as interviews, meetings or calls. 

Read here how you can set up and send an event-based campaign.