Learn how to plan and initiate a campaign.

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You'll add a new campaign from Engagement > Campaigns, which is our new location for your campaigns. On the Campaigns page, you'll see a list of campaigns developed for your account, including the following information:

• Name—Campaign name
• Contacts—Number of participants (contacts) in the campaign
• Responses—Number of survey responses submitted in response to the campaign survey
• Created By—Campaign creator
• Visibility—Access permission setting for the campaign. Shared means anyone on your account can use this template. Private means it is accessible to only you and account admins.
• Actions—Campaign management functions including
• • Edit (pencil icon)—Displays the Edit Campaign page (see 'Editing or removing a campaign' in Managing Campaigns)
  • Start campaign toggle—Turns the campaign on or off (see Sending Your Campaign Survey)
  • Embed form code—Stores the code used to embed a review widget to display campaign reviews on your location page or website (see Creating a Review Widget)
  • Remove campaign (see Editing or removing a campaign)
  • Direct link to campaign form—Campaign Link Generator form to create an email link for people to leave reviews (see Creating a Standalone Review Link)
  • QR code generator - Ability to generate a QR code for a given campaign ( see Creating a QR Code)

Step 1. Determining campaign type

Engagement supports two different types of campaigns. These campaign types are survey campaigns and review generation campaigns.

1. Login to your Chatmeter account in LocationHQ.
2. Go to Engagement and select the Campaign tab.
3. Click the +Add New Campaign button.
   
4. Select whether this is a survey or review generation campaign. 

Survey Campaign

New surveys can't be associated with multiple campaigns, though you can still access surveys and old review forms from the Select a Survey/Select a Form buttons.

1. Login to your Chatmeter account in LocationHQ.
2. Go to Surveys. By default, you'll be on the Campaigns tab.
3. Select Add New Campaign to display the Add Campaign page.
4. In Campaign Name, enter a name for your campaign and select a location group if desired.
5. Click Select a Survey and choose a template for your survey. 

Selecting delivery methods for your campaign

You can send your surveys through email, text message, or by sharing a link with someone on a laptop, phone, or tablet. You can choose more than one delivery method for your campaign. Additional delivery methods are used to create drip campaigns, where you send subsequent emails or messages to those participants who have yet to respond.

1. On the Add Campaign page, in the Delivery Methods section, set up the delivery methods you'd like.
   
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   Delivery Method 1 and Delivery Method 2 appear by default. Select Add Delivery Method at the bottom of the Add Campaign page if you'd like to add more than two for complex drip campaigns
   
2. • For email delivery:
     
   • 1. Select Email for the delivery method.
     2. Select an email address from the Sender Email drop-down.
     3. You can provide the Email Sender Name; otherwise, it's optional.
     4. Enter the Email Subject with free text and merge codes.
     5. Select whether to send the email immediately or at a scheduled date and time. If you choose to send it immediately, it will be sent as soon as you add the contact.
     6. Choose Select Template and select an existing template or create a new one.
        
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        You can customize the email template using the Preview form or HTML under Edit.
        If you need help customizing the template, select the question mark toggle at the top right to display a detailed Template Customization help page.
        
        
        
     7. When you're done editing, select Save to save your changes. All changes are saved regardless of the method you used to edit the template.
   • For text delivery:
     
   • 1. Select SMS for the delivery method.
     2. Enter the Message Body with free text and merge codes. Be sure to add your business name to the message to increase open rates. Also, add text for your customers to opt out (for example, 'Text STOP to unsubscribe') and use {{formURL}} to insert the survey link.
     3. Select whether to send the text immediately or at a scheduled date and time. If you choose to send it immediately, the text message gets sent as soon as you add contacts and save the campaign.
3. Select whether you'd like to Limit One Review Per Contact. You can keep only the most recent review if you don't limit the number of reviews per contact.
4. Select Save to complete the Add Campaign page.
   After initiating a campaign and saving it, you'll return to the main page for your campaign.
   
   
   From here, you can:
5. • Edit the campaign by selecting Edit at the top right.
   • View statistics on your campaign performance on the default tab Stats.
   • Analyze response reporting from the Reporting tab
   • See reviews from the Reviews tab.
   • Add or view participants for your survey from the Contacts tab.

Review Generation Campaign

1. Select Review Generation Campaign to display the Review Generation Campaign Editor page. 
2. In Campaign Name, enter a name for your campaign.
3. Click Select a Template and choose a template for your campaign. 
4. You can also create a new review generation template by clicking the “Create New” tab. 

Selecting delivery methods for your review generation campaign

You can send your review requests through email, text message, or by sharing a link with someone on a laptop, phone, or tablet. You can choose more than one delivery method for your campaign. Additional delivery methods are used to create drip campaigns, where you send subsequent emails or messages to those participants who have yet to respond.

1. On the Review Generation Campaign Editor page, in the Delivery Methods section, set up the delivery methods you'd like.
   

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Delivery Method 1 appears by default. Select Add Delivery Method at the bottom of the Review Generation Campaign Editor page if you'd like to add more than one for complex drip campaigns

• For email delivery: 
• • Select Email for the delivery method.
  • Select an email address from the Sender Email drop-down.
  • You can provide the Email Sender Name; otherwise, it's optional.
  • Enter the Email Subject with free text and merge codes.
  • Select whether to send the email immediately or at a scheduled date and time. If you choose to send it immediately, it will be sent as soon as you add the contact.
• For text delivery:  
• • Select SMS for the delivery method.
  • Enter the Message Body with free text and merge codes. Be sure to add your business name to the message to increase open rates. Also, add text for your customers to opt out (for example, 'Text STOP to unsubscribe') and use {{formURL}} to insert the review generation link.
  • Select whether to send the text immediately or at a scheduled date and time. If you choose to send it immediately, the text message gets sent as soon as you add contacts and save the campaign.
• Select Save to complete the Review Generation Campaign Editor page.
  After initiating a campaign and saving it, you'll return to the campaigns page.

Step 2. Creating a List of Campaign Participants

To make it easier to add contacts to your campaigns, you can create a Contact Form Share Link URL to use on any computer, tablet, or mobile device to collect contact information for participants. You can also add participants by uploading a spreadsheet or adding them manually.

Method 1: A Share Link

This method collects contact information for participants through a Contact Form Share Link. When a customer's information gets added to the campaign, they'll receive the survey text or email as you set it up to be distributed in your campaign.

1. Under the Campaigns tab, find your campaign, hover over the name, and click on it to display the campaign properties.
   
2. Select the Contacts tab and select Share Link.
   
3. Select your business location to create a link.
   
4. 1. This field is optional for survey campaigns
   2. This field is required for review generation campaigns
5. Select the clipboard icon to copy your link and click OK.
6. Give the link to your business staff, who can give it to customers, hand them a tablet, or enter the customers' responses themselves. The form requests the customer's contact info.

Method 2: Uploading a Spreadsheet

This method allows for a straightforward one-time upload process, where you can upload files and map fields such as name, email, and phone for survey distribution.

1. Under the Campaigns tab, find your campaign, hover over the name, and click on it to display the campaign properties.
2. Select the Contacts tab and select Upload Contacts.
   
3. Indicate how to manage existing contacts and their reviews.
   
4. Select Download Excel upload template to download a template sheet, import your contacts into it, and save the sheet.
5. Import your contacts into the sheet. Add only the necessary contact information. For example, you wouldn't need phone numbers for an email campaign. When you’re done adding contacts, save the file as a CSV or Excel.
   
6. Drag and drop your sheet into the Upload Contacts page.
   LocationHQ uploads your file and validates your entries, displaying error messages for invalid or incorrect location IDs or other issues. When complete, it shows a success message.

Your campaign's Contacts tab now lists the campaign participants. You can continue to upload more contacts from another spreadsheet.

Method 3: Adding Participants Manually

1. From the Contacts tab on your campaign page, select + Add New Contacts.
2. Add the contact name and information needed for the campaign (i.e., email for email campaigns and phone number for text campaigns).
   
3. Select Save to add the participant to your contact list. The Contacts tab now includes the manually added contacts and those added through the CSV upload.

Method 4: SFTP Contact Ingestion

This feature empowers you, putting you in the driver's seat of your contact ingestion process. It's a tool that streamlines the process and increases the efficiency of sending surveys automatically. With this feature, you can facilitate regular file uploads using terminal commands or an SFTP client (such as FileZilla).
 

1. Go to Engagement > Campaigns and select an existing or create a new campaign.
2. From the Contacts tab on your campaign page, select Upload Contacts > SFTP Contact Ingestion. 
3. Indicate how to manage existing contacts:
4. • Replace the existing contacts - Overrides the contact if it already exists.
   • Skip the contact being added - Bypasses the contact if it already exists.
     

4. Browse for and select your contact CSV file and map the fields accordingly. Supported fields include name, email, phone, Location ID, Client Location ID, and Custom Field. Ensure that either Location ID or Client Location ID is filled out to match a contact to a specific location for survey responses. It's crucial to include the name and either the email or phone for survey distribution.

5. Review the data for accuracy and click Save.

Step 3. Creating a Standalone Review Link (Optional)

Creating a standalone review link on your website or location pages or adding one to your email signature allows your customers to respond to your survey with a review without receiving an email or text.

1. Find your campaign on the Campaigns tab.
2. In the Actions section of your campaign entry, select the Direct link to campaign form (the link icon) to display the Campaign Link Generator form.
   
3. (Optional) Enter the merge tag values for your email system. 
   
4. Add the Location ID for the location you want feedback on.
5. 1. Location ID is optional for survey campaigns
   2. Location ID is required for review generation campaigns
6. When you're done, select the clipboard icon to copy the link and click OK. You can use it on your website, location page, or email signature.

Step 4. Creating a QR Code (Optional)

Creating a QR Code allows your customers to respond to your survey without receiving an email or text.

1. Find your campaign on the Campaigns tab.
2. In the Actions section of your campaign entry, select the QR Code icon to display the QR Code Generator. 
3. Customize the QR code via the following parameters:
4. • Location
   • • Location is optional for survey campaigns
     • Location is required for review generation campaigns
   • Size
   • Foreground Color
   • Background Color
   • • Transparent Background
   • Margin
5. Click the Download button to download the QR Code