Creating your first NPS campaign

Intro

To send an NPS survey with SmileBack you need to create a campaign. This allows you to choose your recipients, customize the email and then track the responses.

You can read more about the ideas behind campaigns and how to use them well in this article: NPS campaigns setup tips.

Instructions

1. Choose a name for your campaign, this should be something easy to understand that indicates why you surveyed this group; for example, "Project management clients". Choose when the campaign will start and if you want it to repeat at a set interval. (please make sure you have the right time zone selected on your user profile as that will affect when the campaign is sent)
   
2. To send your survey from your company's own email domain click on "Set up your domain", there are full instructions for this here.
3. Choose a subject line, company name and upload your company logo. If you wish, you can also change the color of the survey scale to match your brand. You can then preview your email. We also have tips on creating a great NPS email.
   
   
   
4. You can customize the comment and thank you pages if you wish. If not, we've already provided default text.
   
5. You can now import your contacts from your ticketing software. See here for detailed instructions for your platform:

• ConnectWise Manage
• Zendesk