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Review and Survey Campaign Management

Learn how to configure, customize, and monitor all of your review and survey campaigns in RaveCapture

Updated over a week ago

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

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