Campaigns

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 work on all three channels. Slack and Teams DM recipients tap Respond to fill out the form in their chat client; email recipients tap Respond to open a hosted form page on your Serval domain (and Dismiss for a one-click “no thanks” landing page). Free-text email replies still thread back to the campaign conversation alongside any structured form responses.

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Getting Started

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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.

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