What Happens After You Sign Up
Your first steps inside Savo — from account activation to your first campaign
When you log into Savo for the first time, you'll land on your Dashboard. The left navigation includes a Setup Center — look for it at the top of the nav rail, marked with a green dot until all tasks are complete. The Setup Center is where your onboarding lives.
The Setup Center
The Setup Center (/setup) is a guided checklist that takes your team from a brand-new account to a launched campaign. It opens with a short Welcome to Savo, organizes the work into two stages, and shows a progress count at the top (e.g., "3 of 7 complete"). When every step is done, a "You're all set" screen confirms your account is fully configured — and the Setup Center stays available in case you need to revisit anything.
Signal Events 1. Browse Signal Event Library — explore the Ready-to-Use events Savo provides across different domains. 2. Browse Sample Reports — see what a finished Insights report looks like before you run anything. 3. Create a Signal Event — build a custom event in Event Studio, or pick one from the library to use.
Create & Launch a Campaign 4. Add Participants — add the people you want to invite to a Signal Session. 5. Create a Campaign — set up the campaign that will run your event with your participants. 6. Fund Campaign — load the prepaid balance your campaign needs to launch. 7. Launch Campaign — send invitations and go live.
You can work through the steps in order — each builds on the last — or Skip setup and return later; the green dot in the left nav stays active as a reminder until everything is checked off.
Exploring the Signal Event Library
The Signal Event Library contains two types of events: Ready-to-Use events provided by Savo (a curated set showing what a well-designed Signal Event looks like across different domains) and custom events your team builds in Event Studio. As you publish your own events, they'll appear here alongside the Savo-provided ones.
Browse by domain category — Workforce & Talent, Revenue & Growth, Customer, and more — or search by name. Click any event to preview its structure before using it in a campaign.
Funding your first campaign
Savo runs on a prepaid balance. Before you can launch a campaign, you'll need funds in your account. Go to Billing → Add Funds to load your balance (the Fund Campaign step in the Setup Center links you straight there).
Signal Sessions are billed by minutes consumed at Participants × Target Minutes × $0.50/min. The campaign creation wizard shows a cost estimate before you launch anything, so you'll know the maximum cost upfront.
Inviting your team
If others on your team will be running campaigns, viewing reports, or designing Signal Events, invite them from Settings → Invitations. (Team invites aren't part of the Setup Center checklist — you can do this any time.) See Adding Team Members and Assigning Roles for the step-by-step.
Launching your first campaign
When you're ready, click New Campaign from the Campaigns page. The campaign wizard walks you through seven steps — Setup, Event, Audience, Schedule, Survey, Content, and Review & Launch. If you're new to Savo, start with a Ready-to-Use Signal Event from the library and run it with a small pilot group (10–20 participants) to see how the platform works before scaling up.
See Running Your First Campaign — Quick Start Guide for a step-by-step walkthrough.