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How to Create and Launch a Campaign

Walk through the 7-step wizard to configure, schedule, and launch your 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, an optional description, and choose how participants take part.

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.

Participation sets the campaign's identification level. Confidential is the default and pseudonymizes every response. Identified by name, currently in beta, tells participants before they begin that their name travels with what they say, and shows participant names on quotes in the report and export. The setting locks when the first invitation goes out and applies to every session in the campaign, so decide before you move on. See How to Prepare Your Participants Before a Campaign for what to tell participants either way.

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 — Participants

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. 

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. You can also add participants to an existing List here, or select a pre-built List to use as your campaign's participants.

Step 4 — Survey

Add questions that participants answer once their Signal Session ends. The survey is optional. Skip this step and no survey is shown.

You can use five question types: Likert, Yes / No, Numeric, Multiple Choice and Open Text.

Every question has a Required toggle. Participants must answer a required question before they can submit the survey. New questions start out required, except Open Text, which starts out optional. Flip the toggle on any question to change it.

For a Numeric question, set the lowest and highest values you will accept. The default is 1 to 10. Participants see that range before they type, as "Enter a whole number from 1 to 10," and an answer outside it is flagged before they submit. Leave either bound blank if you do not need it.

Step 5 — 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 6 — Schedule

Set the start date, when invitations go out, and the end date, when the campaign closes. Pick both on the campaign calendar; the window reads back as a sentence underneath. Campaigns stop accepting new sessions after the end date passes.

If you set a future start date, your campaign moves to SCHEDULED after launch rather than ACTIVE, and invitations go out when the start date arrives. You can also set reminders to go to participants automatically.

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.