This page provides an overview of all your launched or ready-to-launch campaigns, allowing you to filter them by status—either Draft or Live—for easier management.
Keep in mind that there are 3 types of use cases on which you can launch a feedback campaign:
New business win-loss : collect feedback when a new deal is won or lost. This will help you understand how to do better on new business opportunities.
Churn prevention : collect feedback from existing customer to evaluate their satisfaction, what would make them churn or renew and identify "ambassadors" and "at risk customers".
Churn & renewal analysis : collect feedback when a customer is renewed or churned and help you understand how to improve.
What is a Feedback Campaign?
A Feedback Campaign in Diffly allows you to send feedback requests (buyer interviews, buyer surveys and/or internal surveys) to gather insights about why you win and lose deals. These campaigns can target various groups—prospects, clients, sales reps, CSM & AM people.
You can create campaigns that are either:
Automated: Automatically triggered based on predefined rules.
One-shot: Manually sent to a list based on specific criteria through the "All deals" page
Creating a new Feedback Campaign
To start collecting feedback, you need to create a new campaign. On the Feedback Campaigns page, click the + Create a new campaign button. For a complete guide on how to create a campaign:
How is the Feedback Campaign table organized?
The Feedback Campaigns page is structured to give you a clear, detailed view of all ongoing and past campaigns. Here are the key elements of the page:
Status :
Draft : when a campaign is in draft, it means that the email sequence has not yet started.
Live : Once a campaign is launched, the email sequence to collect feedback begins, you will see a blue switch button next to the campaign meaning it is Live. If the campaign is automated, you have the option to pause it by clicking on the "..." button next to it and then by selecting "Pause".
If you pause an automatic campaign, it temporarily stops the feedback collection of new deals that matches your automation
Logically, a one-shot campaign cannot be paused as you request feedback one-shot.
Campaign Name
Campaign Type
Automated Campaigns (recommended): the feedback collection will be automatically triggered based on your CRM own rules. This is ideal for gathering consistent feedback over time without manual intervention from you
One-shot Campaigns: the feedback collection will be launched following your action of requesting feedback through the "All deals" page. It's created and launched for specific occasions or unique feedback requirements
Use case
New Business: Collect feedback from the prospect when a deal is won or lost, and thus understand how to improve
Churn & Renewal: Targeting existing customers to understand why they have renew or churn.
Satisfaction: Collect feedback from existing customers to assess their satisfaction, understand what would make them change or renew and thus identify ambassadors and at-risk customers
⚠️ Important Note:
Selecting a use case does not automatically filter your deals—it only determines the use case of the collected feedback.
To ensure your campaign targets the right audience, manually add your filters and criteria in Step 3 of the automated campaign setup.
Channel
Buyer: external stakeholders, such as clients or prospects
Internal: Internal feedback from your company, such as sales reps, CSM, AM or any other stakeholders
Creation Date
Created By: which admin initiated the campaign, providing clarity over ownership and accountability for each feedback initiative.
Only an admin can create a feedback campaign
Managing your campaigns
For all of your campaigns, you can:
Edit : Modify the campaign settings
Pause : Pause the campaign
Duplicate : If a particular campaign's structure works well, you can duplicate it for similar future use cases.
Archive : If a campaign is no longer needed or was created just for testing, you can archive it by clicking on the "..." button next to it and then by selecting "Archive".
If you archive a campaign, all the email sequence already launched will continue until the last mail
Filtering and searching campaigns
To quickly find and organize your campaigns, use the filtering options at the top of the Feedback Campaigns page. You can filter by:
Campaign Type: Narrow your view to only Automated or One-shot campaigns.
Use Case: Focus on campaigns related to New Business, Churn & Renewal, or Satisfaction.
Created By: View campaigns initiated by a specific team member.
Search: Use the search bar to find campaigns by their name.
This helps you efficiently manage and track multiple campaigns across different feedback collection strategies.