Your First Campaign#

This guide walks you through creating, launching, and managing your first interview campaign from start to finish.

What is a Campaign?#

A campaign is a collection of interview invites sent to multiple participants. Each participant receives a unique invite link that expires after a set time period.

Campaigns are ideal for:

• Customer research studies
• Bulk candidate screening
• User feedback collection
• Academic research interviews

Creating a Campaign#

1. Prepare Your Script#

Before creating a campaign, you need a published script.

1. Navigate to Scripts
2. Open your script
3. Click Publish (only if you're satisfied with it)

2. Set Up Campaign Details#

1. Go to Campaigns → New Campaign
2. Fill in the required fields:
   • Name: Internal name for your campaign
   • Script: Select your published script
   • Invite Valid For: How long invite links remain active (default: 7 days)

3. Add Participants#

You can add participants in two ways:

Manual Entry:

john@example.com
jane@example.com
alex@example.com

CSV Upload: Upload a CSV file with email addresses in the first column.

4. Customize Invite Email#

Personalize the email your participants will receive:

• Subject Line: Keep it clear and professional
• Body: Explain what the interview is about and estimated time
• Sender Name: Your name or organization name

5. Launch#

Click Launch Campaign to send invites immediately, or Save as Draft to launch later.

Managing Active Campaigns#

Monitoring Progress#

From the campaign detail page, you can see:

• Total invites sent
• Interviews started
• Interviews completed
• Completion rate

Viewing Transcripts#

Click on any completed session to:

• Read the full transcript
• Listen to audio recordings
• Export to PDF
• Download raw data

Sending Reminders#

To remind participants who haven't completed their interview:

1. Open your campaign
2. Click Send Reminders
3. Select which participants to remind
4. Customize the reminder message
5. Click Send

Best Practices#

Timing#

• Launch Time: Send invites during business hours in your participants' timezone
• Validity Period: 7 days is a good default; adjust based on urgency
• Reminders: Send a gentle reminder 2-3 days before expiry

Email Content#

• Be Clear: Explain what the interview is about
• Set Expectations: Mention estimated duration (e.g., "5-10 minutes")
• Privacy: Assure participants their data is secure
• Incentives: If offering compensation, mention it clearly

Script Quality#

• Test First: Complete a test interview yourself before launching
• Keep It Short: 5-10 minutes is ideal for high completion rates
• Natural Flow: Write conversational questions, not robotic prompts

Troubleshooting#

Low Response Rate#

If participants aren't starting interviews:

• Check your spam folder for bounced emails
• Review email subject line (avoid spam trigger words)
• Verify email addresses are correct
• Consider offering an incentive

High Drop-Off Rate#

If participants start but don't complete:

• Shorten your script
• Simplify complex questions
• Test audio quality on different devices
• Check for technical issues

What's Next?#

Now that you've launched your campaign, learn how to:

• Analyze transcripts for insights
• Set up webhooks for real-time notifications
• Export data to your analytics tools