> ## Documentation Index
> Fetch the complete documentation index at: https://docs.serval.com/llms.txt
> Use this file to discover all available pages before exploring further.

# Campaigns

> Broadcast messages and collect structured responses with workflows

Campaigns let you broadcast a templated message to many people at once and collect responses through attached [workflows](/sections/documentation/workflows/overview). 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 — or fire a campaign on demand from a workflow with a [**triggered** campaign](/sections/documentation/campaigns/scheduling#triggered).

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.

***

## Getting Started

<CardGroup cols={2}>
  <Card title="Create a Campaign" icon="plus" href="/sections/documentation/campaigns/create-campaign">
    Walk through the campaign wizard step by step
  </Card>

  <Card title="Recipients" icon="users" href="/sections/documentation/campaigns/recipients">
    Target your audience with users, groups, or CSV uploads
  </Card>

  <Card title="Scheduling" icon="clock" href="/sections/documentation/campaigns/scheduling">
    One-time, recurring, or workflow-triggered delivery
  </Card>

  <Card title="Manage Campaigns" icon="sliders" href="/sections/documentation/campaigns/manage-campaigns">
    Run, activate, stop, retry, and archive campaigns
  </Card>

  <Card title="Analytics" icon="chart-line" href="/sections/documentation/campaigns/analytics">
    Track delivery, responses, and export data
  </Card>
</CardGroup>

***

## 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](/sections/documentation/platform/permissions#capabilities-toggle) for details.
* **A delivery channel configured** — Each campaign is sent over a single channel: a [Slack](/sections/integrations/slack) DM, a [Microsoft Teams](/sections/integrations/microsoft-teams) DM, or [email](/sections/documentation/helpdesk/email). Slack and Teams need direct messaging enabled on the integration; email needs an intake address configured. See [Create a Campaign](/sections/documentation/campaigns/create-campaign) for how the wizard surfaces available channels.
* **Create permission** — You need the [Builder role](/sections/documentation/platform/permissions#team-roles) or higher to create and edit campaigns. The Viewer role can view campaigns and analytics.

***

## Related

<CardGroup cols={2}>
  <Card title="Workflows" icon="diagram-project" href="/sections/documentation/workflows/overview">
    Build response workflows that campaigns use to collect structured feedback
  </Card>

  <Card title="Slack Integration" icon="slack" href="/sections/integrations/slack">
    Connect Slack for campaign delivery
  </Card>

  <Card title="Microsoft Teams Integration" icon="microsoft" href="/sections/integrations/microsoft-teams">
    Connect Microsoft Teams for campaign delivery
  </Card>

  <Card title="Email Intake" icon="envelope" href="/sections/documentation/helpdesk/email">
    Set up an email intake address for email campaign delivery
  </Card>

  <Card title="Permissions" icon="lock" href="/sections/documentation/platform/permissions">
    Understand the Builder role required to create campaigns
  </Card>
</CardGroup>