Create your first campaign in 3 minutes

A walkthrough for new admins, from zero to a scheduled campaign.

What you'll do

Set up your first campaign and schedule it to start. By the end, your team will be on track to receive their first question on the date you choose.

Before you start

  • You need to be an Admin in your organization. (You are by default if you signed up.)
  • Have a rough idea of who you want to ask. You can leave the end date open and let the campaign run indefinitely; you can always edit dates later.

Steps

  1. Go to Campaigns in the sidebar and click New campaign.
  2. Give it a name. Something specific you'll recognize later, like "Team morale" or "New hire onboarding".
  3. Pick a question bank. Built-in themes cover topics like Morale, Onboarding, Burnout, and Team Health. You can also create your own later.
  4. Choose a start date. End date is optional.
  5. Choose who gets it. Pick a group, or select Everyone for your whole team.
  6. Click Create campaign.

The campaign activates automatically on the start date.

Common questions

  • Can I change the dates after I've created it? Yes. Open the campaign and edit the schedule any time.
  • What if my team isn't added yet? Invite them now. They'll start getting questions as soon as the campaign is active and they've confirmed their email.
  • Will they get the question on day one? The first question lands at the configured send time on the start date.

What's next