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Add a Campaign

A Campaign in ReviewStream allows you to schedule and send review invitations in bulk using a saved template.
Use campaigns to follow up with selected customers via email or text and boost your review response rates.

Step-by-Step Instructions​

1. Select "Campaigns" In The Left-Hand Navigation​

In the left-hand navigation, select "Campaigns"

Select "Campaigns" in left-hand navigation

2. Click the "Create Campaign” Button​

You’ll see a list of all currently active campaigns on your account. Click the “Create Campaign” button to add a new campaign.

Click the “Add Campaign” Button

3. Name Your Campaign​

Provide a name for your campaign. This is an internal label to help you identify it later — for example, “Reminder Campaign" or “Post-Purchase Email”.
This name will not be shown to customers.

Name Your Campaign

4. Choose a Template​

Select which saved email or text template you would like to use for this campaign.
If you haven’t created a template yet, click “+ Add Template” and return here once it’s set up.

Choose a Template

5. Choose Customer List​

Choose the customers you’d like to include in this campaign. You can also import a CSV file with names, emails, and phone numbers. You can find more information about uploading bulk contacts here Upload Center.

Upload Customer List

Note: Make sure your file is formatted correctly. Refer to the import guide if you’re unsure.

6. Schedule & Send​

Choose whether you want the campaign to send immediately or at a scheduled time in the future.

Schedule & Send

7. Click “Send”​

Once all required fields are filled out, click Send at the top right. Your new campaign will now be active and ready to send.

Click “Save”

Tips​

  • Use clear and concise subject lines to improve email open rates.
  • Segment your customer list for more targeted outreach.
  • You can reuse the same template across multiple campaigns.
  • Test different sending times to find the best response rate.

Next Step​

After you've added one or more campaigns, you can monitor results in the Campaign Reports section to track opens, clicks, and review completions.