Overview
Manage all your review request campaigns from one convenient page within your RaveCapture account. By navigating to Campaigns from the left menu and selecting Email & Survey Campaigns, you can view, configure, and edit all aspects of your review request campaigns, keeping everything streamlined and accessible. On the My Campaigns page there are two tabs:
Campaigns
Analytics
More information on Email Analytics can be found here.
Video Tutorial of My Campaigns Page 👇
WHY Is Campaign Management Important?
Having a centralized place to manage review and survey campaigns empowers businesses to build customer trust, improve products, and boost brand reputation. This feature allows you to engage customers post-purchase, prompting them to share valuable feedback on specific products or overall brand experience.
By tailoring when, how often, and to whom these requests are sent, you can:
Increase review collection rates with automation and smart reminders.
Gain actionable insights to enhance products, services, and customer journeys.
Encourage customer loyalty by showing that you value their feedback and experiences.
Reach targeted audiences through custom questions in product-specific forms or experience surveys.
Default Review Campaigns
When an order is fulfilled, a Product Review or Company Review request will automatically be sent to your customers according to your configured settings.
Note: the Auto Send button needs to be toggled on (will be green when enabled) before the auto email requests will start sending. Auto email requests can be paused by disabling the setting.
The following settings apply to the Default Review Campaigns Panel
Currently Sending
These settings allow you to choose which types of automated review requests are sent to customers, for example:
Choose to send both a Product & Company Review request to customers
Customize review request ratio
Send X% of customers a Product Review Request
Send X% of customers a Company Review Request
Types of Default (or Global) Campaigns
Default or Global campaigns are broad-based communication strategies that are not tied to specific products or targeted customer segments. Unlike product-specific forms these campaigns have a wider, more general purpose. There are two Primary Types of Default Campaigns:
Product Review Request Campaign
Purpose: Collect customer feedback on products
Method: In-email form embedded directly in the email
Goal: Gather detailed product insights from customers
Company Review Request Campaign
Purpose: Solicit comprehensive company-wide feedback
Method: In-email form allowing customers to share broader company experiences
Goal: Understand overall customer satisfaction and brand perception
Managing Your Campaigns
To modify any default campaign:
Locate the campaign in the campaign list
Click directly on the request type to navigate to the email settings or the three-dot menu (•••) on the right side of the campaign's row
Select "Edit" to make desired changes
Default Review Campaign settings
When on a campaigns editor page, you'll have several settings available to customize:
Email templates
Enable Smart Reminder emails (up to 3 reminders)
Specify the number of days to wait to send the review request after the order is fulfilled (Send Delay)
Configure email requests more than one product is included in the customer's order (Multiple Products)
Other Campaign Actions for Product & Company Review campaigns
To navigate to any of these pages, select the desired action by clicking the three-dot menu (•••) located to the right of the campaign.
Manage Reviews - takes you to the respective Review Management dashboard
Direct Request - allows you to send a single request to a customer
Direct Link - copy & send a review form link to a customer outside of RaveCapture
NOTE: When customizing your send ratio, each campaign type will have one of two types of status - "Inactive" or "Active". This status label is also updated when creating & enabling an Experience Survey to send as a Product or Company Review Request.
Bulk Invite History
Bulk invites allow you to upload a list of customers to send Company and Product review requests. You can view your past Bulk Invites or upload a new file to manually send out Company or Product review requests.
To Send new Bulk Invite
Click the "Add New" button at the top right of the table and choose which invite you'd like to send:
Bulk Product Invite
Bulk Company Invite
Bulk Invite Table Details & Actions
The Bulk Invite History table provides information about the past campaigns you've sent, number of customers who received that invite, and more:
Campaign Name - a fixed value representing a Product or Company Bulk Invite.
Type - if you uploaded an Email or SMS invite.
Total Customers - the number of customers in your file you tried to send an invite.
Requests Created - the number of customers who actually received your invite.
Date Uploaded
Status - showing whether your upload is Complete (sent to customers), Pending and Denied.
Download - giving you the ability to re-download the list of customers you uploaded previously.
Product Specific Forms
Create product-specific in-email forms with custom questions like NPS, Multiple Choice, Fit Ratings, and more. All product-specific campaigns (active & inactive) can be viewed in one convenient location. Use the arrow buttons to sort by Campaign Name or Date Added.
Product Specific Forms are available beginning on our Power Plan.
Product-Specific Forms Table Details & Actions
Campaign Name
Date Added
Product Tags Associated with the Campaign. Clicking on the Product Tags will open a popup for you to view all tags associated with the campaign.
Active/Inactive toggle button
The hamburger menu to the right of each Campaign allows you to Edit, Delete, or Navigate to Review Management for Product Reviews
NOTE: By deactivating or deleting a Product-Specific Form (campaign) any products connected to that campaign via the product tag(s) will begin to use the Product Review Request Global campaign template for its requests.
Experience Surveys
Create unique surveys to collect product & company reviews, send survey follow-ups to customers who submit reviews & send surveys in addition to your review request campaigns.
Automated Experience Surveys are available on the Enterprise Plan. General Surveys can be created beginning with the Power Plan.
Experience Survey Table Details & Actions
From the Experience Survey panel, you can manage all active/inactive surveys, edit surveys, send out manual requests, or create a new survey. The Experience Survey area contains:
Campaign Name
Survey Type
Date Added
Product Tags - click on the product tags to see all tags connected to the survey campaign.
Send Delay (for automated requests)
Active/Inactive toggle
Use the hamburger menu to the far right to:
Edit--Customize all aspects of your experience survey including general settings, design, and emails
Manage Responses - goes to Review Management > Experience Surveys > Filtered by Survey responses
Send a Bulk Invite
Send a Direct Request
Duplicate the Survey
Copy the Direct Link to the Survey
Types of Surveys
There are four main types of surveys indicated by the tags under "Survey Type" column:
Company & Product Types
These survey types use the "Instead of Company Review" & "Instead of Product Review" trigger found in your survey email settings. If enabled, your survey will override the Default Review Request campaign, send them 'Instead' when a Company or Product Review request is initiated
Product Specific
Creating this type allows you to send a survey for specific products (similar to the Product-Specific Forms) that are associated with your chosen Product Tags
Company Follow-up & Product Follow-up
Follow-up surveys are sent only when a review is submitted (either a Company or Product review) and can also be sent for all products or those bound to chosen product tags.
Additional Company & Additional Product
Similar to the Follow up survey type, Additional surveys are sent in correspondence to a Company or Product (review or survey) request is sent, allowing you to engage with customers at multiple points in their journey.
General
The General survey type is a survey with no automated trigger but does allow you to use a direct link to send the survey to any customers at any time. General surveys are available beginning on the Power Plan.
More information on Experience Surveys can be found here.
Analytics
All Campaign Analytics can be viewed in the Analytics Tab including:
Email
Photos (available beginning on the Power Plan)
Videos (available beginning on the Power Plan)
Maps
Have a question or need support with your Campaigns? Contact our support team via our Live Chat or at support@ravecapture.com.