How to Create and Launch a Campaign

A campaign is how a Signal Event reaches real participants. When you launch a campaign, Savo sends invitations, runs the AI-facilitated sessions, and processes the results into your report. The creation wizard walks you through seven steps. You can save a draft and return at any point — nothing goes out until you click Launch at the end.

Step 1 — Setup

Start from the Campaigns page and click Create Campaign. In this first step, give your campaign a name and an optional description.

Choose a name that identifies this specific run — for example, ""Q3 Customer Pulse — Enterprise Accounts"" rather than just ""Customer Pulse."" The description is for internal reference only; participants don't see it.

Step 2 — Event

Select the Signal Event your campaign will run. Browse the Signal Event Library by domain category or search by name. Each event card shows the event description and conversation flow. Click an event to preview how it's structured before selecting it.

The Signal Event defines the conversation design — the questions, flow, and target session duration. If you need to make significant edits to the event itself, that's done in Event Studio before creating the campaign. The wizard supports the selection of an existing event, not authoring.

Step 3 — Audience

Add the participants who will be invited to complete sessions. Three methods are available:

• Manual entry — type or paste individual names and email addresses
• CSV upload — upload a spreadsheet with participant information (name and email required)
• Participant pool or List — select from participants or lists already in your account

After adding participants, review the full list before moving on. This is your opportunity to catch duplicates, missing emails, or anyone who should be excluded from this run. You can also add participants to an existing List here, or select a pre-built List to use as your audience.

After adding participants, the cost estimate for your campaign will update on the right-hand side of the screen. If your balance is insufficient, you'll need to add funds before launching.

Step 4 — Schedule

Set the campaign window: the start date (when invitations go out) and end date (when the campaign closes). Campaigns stop accepting new sessions after the end date passes.

If you set a future start date, your campaign will move to SCHEDULED status after launch rather than ACTIVE — invitations will go out when the start date arrives.

You can set reminders to be sent to participants automatically.

Step 5 — Survey

Configure optional post-session survey settings. This step lets you include additional survey questions that appear after a participant completes their Signal Session. If you don't need a post-session survey, you can proceed without making any changes here.

Step 6 — Content

Review and adjust the participant-facing content: invitation email text, reminder email text, and any other communications that will go out on your behalf. Savo pre-populates these with default copy based on the selected Signal Event.

Make any targeted edits here before the campaign launches. Changes made in this step affect only this campaign run — they don't modify the underlying Signal Event template.

Step 7 — Review & Launch

The final step shows a full summary of your campaign before anything goes out. Review the event, the schedule, the participant list, and the campaign content — then check the cost estimate.

Cost preview: Savo calculates your estimated campaign cost automatically:

Participants × Target Session Minutes × $0.50/min = Estimated Campaign Cost

For example: 40 participants × 20-minute sessions = 800 minutes × $0.50 = $400 estimated cost.

When everything looks right, click Launch. Invitations go out to participants immediately (or on the start date if you scheduled a future launch).

After launch, you can track progress from the campaign dashboard. For a full explanation of the statuses your campaign will move through — from ACTIVE to COMPLETED — see the Campaign Status Reference.