If you want to look at how to create one-shot campaign, you are at the right place!
Go to "Feedback Campaigns" page, just click the blue "Create a New Campaign" button and follow these steps:
Step 0. Select Your Campaign Type:
Automated: Feedback requests will automatically be sent whenever a deal meets your criteria. That could be specific actions or events in your CRM, such as the closing of a deal or a change in a deal's status. Automated campaigns are ideal for gathering consistent feedback over time without needing manual intervention.
One-Shot: No automation—You can use this campaign to request feedback from specific deals directly from "All deals" page”.
In this article, we are going to show you which steps to follow to launch one-shot campaigns only. For info about automatic campaign, please go here.
Step 1 : Settings
Name Your Campaign:
Choose a clear, descriptive name.
Select Your Use Case and Feedback Channel:
Use Case: Choose between New Business, Churn & Renewal, or Satisfaction
New business (collect feedback when a new deal is won or lost)
Satisfaction (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 (collect feedback when a customer is renewed or churned and help you understand how to do better)
⚠️ 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.
Feedback Channel:
Buyer (prospects and/or clients)
Internal (your internal teams, such cas sales rep, CSM, AM, any other stakeholders)
Choose the Language:
Pick the language for your feedback request.
Sending email address
You can customize which email address will be used to contact your buyers. You can:
Use "Connected email" (recommended for higher participation rate) : this is one of your internal email that you have logged in the Setting page. More info about how to set up connected email here.
Use "Diffly email" (the format is generally feedback-clientname@diffly.org)
Sender Name:
Select the name that will appear as the sender of the feedback request.
For "Diffly email", it could be:
"Diffly consultant" like Anne-Sophie Vasseur
"Diffly owner name", which will be the CRM deal owner
"Custom name", which could be the name of the CEO / CRO / PMM / VP Sales / Etc.
All of your modification within a campaign set up is saved in real time. You can easily navigate between the steps without losing anything
Step 2 : Sequence
Once you've set the initial parameters in the Settings tab, the next step is to configure the email sequence for your feedback campaign. This allows you to define when and how emails will be sent to the recipients, ensuring a smooth and automated flow for feedback collection.
For some premium clients, our program manager can complement the mailing strategy with some calls. This has a great impact on participation rate
Choose or Create Your Sequence
Use an existing sequence (click on "Select a sequence template" to browse and select one of your saved templates) or create a new one directly.
You can also browse a sequence template, adapt it directly and, if you plan to use it again, save it through "Save current sequence as template"
You can adapt:
The number of mail and the tempo of the sequence
The email subject
The email content
The system provides the ability to add variables dynamically. Clicking on "Add variable" gives you options such as:
First name
Last name
Deal name
Survey link
Interview link
At least 1 variable is mandatory (survey link and/or interview link)
You can send yourself a test email to ensure the layout and variables are working correctly.
Step 3 : Contacts
Choose Your Recipients
You can send the feedback request to:
"All associated contacts": all contacts attached to the deal in your CRM (or through Excel import)
"Specific contacts": select specific contacts (this will work if you've assigned roles to contacts in your CRM).
Important Reminder: A single deal cannot be part of more than one campaign at the same time.
Save your campaign !
Two options:
Save and close: This option will save the campaign. You will be able to request feedback through this new campaign whenever you would like. It will take you back to the campaigns list.
Save and go to all deals: This option saves the campaign and redirects you to the "All Deals" page, where you can start sending feedback requests immediately to the deals you want to select.
Step 4 : Choose deals to request feedback
To request feedback for selected deals using one-shot campaign:
Select one or more deals on which you'd like to launch a feedback request (checkboxes at the left side of deal names)
Click on the blue button labeled "Request Feedback for Selected Deals."
Choose the relevant use cases ("New business" or "Churn & Renewal" or "Satisfaction")
Choose the relevant channel ("Buyer" or "Internal")
Select the appropriate sequences, and you’re ready to send your feedback request!
