Overview
The Email & Survey Campaigns page (also referred to as "My Campaigns") is your centralized dashboard for managing all automated and manual review outreach. From here, you can:
Launch and edit default review request campaigns
Design product-specific review forms
Create and automate experience surveys
Upload customer lists for bulk outreach
Navigate to: Campaigns > Email & Survey Campaigns
This page is divided into two tabs:
Campaigns – Setup, manage, and customize outreach strategies
Analytics – Review performance data (covered separately)
Default Review Campaigns (Global Requests)
These campaigns automatically send after an order is fulfilled and are your base-level review request flows.
Types of Default Campaigns:
Product Review Request – Gathers item-level feedback with an in-email form
Company Review Request – Gathers brand-level feedback
Key Settings:
Auto-Send Toggle – Must be enabled to activate automated sending (toggle only appears if an eCommerce integration is installed)
Review Request Ratio – Define what % of customers receive product vs. company reviews
Send Delay – Choose how many days after order fulfillment to send the request
Smart Reminders – Up to 3 optional reminder emails to increase submission rates
To edit a default campaign:
Click the campaign name or use the ••• menu > Edit
Important Behavior:
If the send ratio for a campaign is set to 0%, that campaign will automatically deactivate
If an Experience Survey is set to send instead of a default campaign, it will take full priority and suppress the default request
Product-Specific Forms (Custom Review Campaigns)
Available starting on the Power Plan, these campaigns allow you to:
Target product groups using tags
Ask custom questions (NPS, Fit, Multiple Choice, etc.)
Override the default Product Review campaign for those products
Campaign Table Details:
Campaign Name / Date Added
Product Tags (click to view all linked tags)
Active/Inactive toggle
••• menu – Edit, Delete, or open Review Management
Note:
Deactivating a product-specific form will return tagged products to the default product review campaign.
If a survey is set to trigger instead of a product review, it will override both the default campaign and any active product-specific form.
Experience Surveys (Flexible Feedback Collection)
Experience Surveys help you collect additional feedback post-review, or replace standard review requests entirely.
Power Plan: Access to General Surveys (manual sharing only)
Enterprise Plan: Full automation with triggered survey sends
Survey Table Includes:
Campaign Name / Survey Type
Product Tags
Send Delay (for automated types)
Active/Inactive toggle
••• menu – Edit, Duplicate, Manage Responses, Send Directly, Copy Link, etc.
Survey Types:
Instead of Review (Product/Company): Overrides default campaign or product-specific form
Follow-Up: Sends after a review is submitted
Additional: Sends alongside a review or survey request
Product-Specific: Uses product tags to target
General: No automation—share manually via link
Behavior Notes:
Only "Instead of" surveys override other campaigns
Other survey types run independently, based on configured delays
Bulk Invite History (Manual Outreach Uploads)
Use this tab to upload a list of customers and send one-time review requests for:
Product Reviews
Company Reviews
Steps to Send a New Invite:
Click Add New > Select Bulk Product or Company Invite
Customize the request email (template)
Upload a CSV of your customers
Table Columns:
Campaign Name / Type (Email or SMS)
Total Customers / Requests Sent
Upload Date / Status / Download File
Behavior Notes:
Bulk Invites are not impacted by default campaign activation or experience survey settings
These use a standalone template, configured at the moment of upload
Best Practices & Tips
Always review your send ratio and active status before launching campaigns
Use Product Tags strategically to ensure the right customers receive targeted forms or surveys
Combine Smart Reminders with delays to increase review submission rates
Use Experience Surveys for more nuanced customer journeys or advanced post-purchase flows
Avoid shared logins—use Employee Access to assign proper permissions
Need Help Managing Campaigns?
Our support team is happy to help you configure campaigns for your specific use case. Reach us via Live Chat or email support@ravecapture.com