Activate your Campaigns

Email campaigns in FeedbackFive are sets of rules that trigger an email template to be sent out automatically. Activate a campaign to start sending emails.

There are two types of campaigns: default campaigns and custom campaigns. Default campaigns have basic rules built in, while custom campaigns can be created from scratch.

Each campaign sends just one template, one time. (For more on templates, see Create your Templates.)

All campaigns are inactive by default when you create your account so that you can customize them before starting to send emails.

How to Activate a Default Campaign

1. Go to Emails > Campaigns.
2. Click the title of a campaign.
3. Modify the timing options to suit your needs by clicking the drop-down menus in the Timing section.
4. Add any other rules you'd like by clicking +Add Rule at the bottom of the page.
   • NOTE: On some plan levels, default campaigns cannot be modified beyond the timing. On other plan levels, additional rules can be added. If you need additional rules and cannot add them, feel free to contact us for a plan review.
5. Click “Save.”
6. Return to the Campaigns page and toggle the “Inactive” switch to “Active.” 

How to Create a Custom Campaign

1. Go to Emails > Campaigns and click +CREATE NEW CAMPAIGN. This will open a blank Campaign Rules page.
2. Add a title (required) and description (optional). (Your buyers will not see these.)
3. Attach a template in the Template section.
4. Select timing options using the drop-down menus in the Timing section.
5. Add additional rules as needed by clicking +ADD RULE at the bottom of the page.

To learn more about custom rules and timing options, see Use Custom Campaign Rules.