Learn how to plan and initiate a Review Builder campaign.

Actions you need to take include:

• Customizing both the page where your survey participants will respond to the survey and the page you’ll use to thank them
• Selecting a delivery method for your survey

Customizing your survey

To create a new campaign, follow these steps:

1. Login to your Chatmeter account in LocationHQ.
2. Go to Reputation > Review Builder.
3. Select + Add New Campaign.
   
4. In Campaign Name, enter a name for your campaign.
5. If desired, select a location group.
   
6. From Select Form, choose a template for your survey. You can create a new one or select a pre-existing template to edit or copy. In the example, we made a copy of the Simple Form and edited it.
   
   

   You could also choose to use a Net Promoter Score (NPS) form, which has a net promoter score question and a feedback text input box.

7. In the Options dialog box, give your form a Title, select a color theme, and customize the Heading, Rating Question, Detail Question, and Submit Text, if desired. You can also select Visibility for your survey. If you select Shared, anyone on your account can use the campaign content. If you select Private, only you and the account Admins have access.
   
   

   Note that if you want to edit your survey page or thank you page using HTML instead of the Options form, you can select Edit Form or Edit Thank-You Page to view and edit the HTML. Select the question mark toggle to the right of the tab bar to display a detailed Template Customization help page.

8. Select Preview Thank-You Page to view the thank you message. If you’d like to edit the text of the message, select Edit Thank-You Page to edit within the HTML.
9. Select Save Changes. If you need to revise the landing page or thank you page later, return to Select a Form on the Add Campaign page, and on the Select a Form page, select the down caret to select Edit.

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 haven’t responded.

In this section, learn to set up email and text delivery. We cover sharing a link in Creating a Standalone Review Link.

To set up delivery methods, follow these steps:

1. In the Delivery Methods section of the Add Campaign page, select the delivery methods you’d like. (Delivery Method 1 and Delivery Method 2 appear by default. If you’d like to add more than two for complex drip campaigns, select Add Delivery Method at the bottom of the Add Campaign page).
2. For email delivery, select Email for the Delivery Via option. Provide the Sender Email, Email Sender Name, Email Subject, and select whether to send immediately or at a scheduled date and time. If you choose to send immediately, the email is sent as soon as you finish adding contacts and select Save.
   
   
   • Select Select Template to select or create an email template. You can customize the email template using the Options form or by selecting Edit to use HTML to customize. Select the question mark toggle to the right of the tab bar to display a detailed Template Customization help page.
   • Select Save to save your changes made on the Email Options form, including changes to the HTML.

3. For text delivery, select SMS for the Delivery Via option. Provide the Message Body and select whether to send immediately or at a scheduled date and time.

   Things to remember when using text messaging for surveys:
   • • • Add your business name to the message to increase open rates
       • Add text for your customers to opt out (for example, “Text STOP to unsubscribe”)
       • Use {{formURL}} to insert the survey link

4. If you choose to send immediately, the message is sent as soon as you finish adding contacts and select Save.
   

5. Select whether you’d like to Limit One Review Per Contact. If you don’t limit the number of reviews per contact, you can opt to keep only the most recent review.

6. Select Save to complete the Add Campaign page.

To continue creating the campaign, go to Creating a List of Campaign Participants.