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  • Getting Started!
    • Building CX Surveys
    • CX Metrics
      • CX Dashboard
        • CX Dashboard Settings
          • Analyze your drivers
            • Good to know
              • Getting Started!
                • Assessment Question types
                  • Score and more
                    • Quiz participation
                      • Get Results
                      • Introduction to Poll
                        • Build your Poll
                          • Launch your Poll
                            • Analyze your Poll
                              • Build Project
                                • Project Style
                                  • Launch Project
                                    • Analyze Project
                                      • Account Settings
                                        • Good to Know

                                          Create a Campaign

                                          Create Campaign

                                          Click Campaign Dashboard, then Create Campaign to step through the wizard.

                                          • SETTINGS covers the basics: an internal Campaign Name, a concise and engaging Subject, a recognizable Sender, and a Reply-to email. By default, you’ll see a donotreply address, to encourage participants to respond through SogoConnect links.
                                          • TEMPLATES allows you to Preview, then Select the design of your choice.

                                          • In EDIT/VIEW, click anywhere in the message to edit, then Preview to check your work. Save As and Send Test Email as desired.
                                          • CONTACTS asks you to select from one of your Lists, or Add Contacts.
                                          • SCHEDULE offers three different options: Send now, Send later, or Trickle Schedule, which includes variations –
                                            • Trickle By Contact Volume (designate number of messages delivered per day)
                                            • Trickle By End Date (spread evenly)
                                            • Exclude weekends and holidays as desired
                                          • SUMMARY lets you review and Edit, then Save and Exit if you’d like to come back later or Create to put your campaign in motion now.