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Documentation Index

Fetch the complete documentation index at: https://docs.serval.com/llms.txt

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Campaigns let you broadcast a templated message to many people at once and collect responses through attached workflows. Recipients tap Respond to complete a structured form, and each response is a real workflow run — so everything your team already builds in the workflow builder (branching, approvals, integrations) can run from campaign responses, not just static survey data. Deliver campaigns over Slack DM, Microsoft Teams DM, or email. Target users, groups, or a CSV (columns personalize the message). Send once immediately, at a scheduled time, at each recipient’s local timezone, or on a recurring cadence that repeats automatically.
Response workflows are only available on Slack DM and Microsoft Teams DM. Email campaigns deliver the message and route any free-text replies back to the campaign conversation, but don’t yet support the Respond button or structured form data.

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Getting Started

Create a Campaign

Walk through the campaign wizard step by step

Recipients

Target your audience with users, groups, or CSV uploads

Scheduling

One-time or recurring delivery options

Manage Campaigns

Run, activate, stop, retry, and archive campaigns

Analytics

Track delivery, responses, and export data

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Prerequisites

Before you can create and send campaigns, your team needs:
  • Campaigns enabled — A team admin must enable the Campaigns capability in Team Settings > Capabilities. See Permissions for details.
  • A delivery channel configured — Each campaign is sent over a single channel: a Slack DM, a Microsoft Teams DM, or email. Slack and Teams need direct messaging enabled on the integration; email needs an intake address configured. See Create a Campaign for how the wizard surfaces available channels.
  • Create permission — You need the Builder role or higher to create and edit campaigns. The Viewer role can view campaigns and analytics.

Workflows

Build response workflows that campaigns use to collect structured feedback

Slack Integration

Connect Slack for campaign delivery

Microsoft Teams Integration

Connect Microsoft Teams for campaign delivery

Email Intake

Set up an email intake address for email campaign delivery

Permissions

Understand the Builder role required to create campaigns