Campaigns Setup

Documentation Index

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Deeto Campaigns let you invite new customers as references and request content from existing ones — automatically, at scale, and with full tracking in one place. This guide covers how to create and configure campaigns, choose the right campaign type, and connect dynamic audiences from your CRM or other systems.

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Campaign types

Deeto offers five campaign types. When you create a campaign, you pick one — and it determines the goal, audience, and what Deeto tracks.

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New Advocates

Sends an automated email sequence to people who aren’t yet in Deeto, inviting them to join as customer references. When someone signs up, they become a new contact in your account. Use this when: You want to grow your pool of customer advocates and have a list of customers to invite. How it works:

1. Define your audience — upload contacts or add them manually
2. Configure your email sequence — one or more emails, spaced by days
3. Deeto sends automatically and registers anyone who signs up as a new advocate

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Existing Advocates

Asks your current references to create content — testimonials, case studies, reviews — through an automated email sequence that links them to Deeto’s contribution experience. Use this when: You have existing references and want to collect fresh content from them. How it works:

1. Select your audience from existing references — manually or by segment
2. Set up the email sequence with a link to the contribution experience
3. References click the link, complete the contribution wizard, and submit content

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Broadcast Information

Sends a single message or announcement to your references at once. Unlike other campaign types, there’s no follow-up sequence — it’s a one-time broadcast. Use this when: You want to share news, a product update, or an invitation with your entire reference base. How it works:

1. Compose your broadcast message
2. Deeto sends it to all your references simultaneously
3. No multi-step follow-up — one message, done

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AI Interview

Uses Deeto’s AI agent to conduct structured interviews with your references. The AI handles the entire conversation — asking questions, following up based on responses, and capturing answers — without you needing to be present. Use this when: You want to collect detailed, interview-style feedback from references at scale. Topic scopes available:

• Win / Loss analysis
• New product feedback
• First 30 days experience
• Pre-renewal check-in
• NPS follow-up
• Retention analysis
• Product-specific feedback

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Potential Customers

Generates content assets from people who are prospects — not yet customers. Designed for outreach to potential customers to capture their perspectives. Use this when: You want to generate content from a prospect audience rather than existing references.

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Campaign statuses

Every campaign moves through the same statuses, regardless of type:

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Dynamic audiences (API-triggered)

Deeto connects directly to your systems to identify potential new references and trigger content requests from existing ones automatically. A simple API call from your CRM, marketing platform, support system, or product sends a contact into a campaign audience — and Deeto handles everything from there.

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How the API works

When you call the Deeto API, you send:

• Contact information — Name and email address. Deeto automatically checks for duplicates.
  • For reference recruitment: invites them as a new reference (skips contacts who are already onboarded)
  • For content collection: verifies they’re an existing reference and initiates a content request
• Campaign ID — Identifies which campaign to enroll the contact into, as configured in the Deeto app

To find your API details: Log in as an administrator → Assets → Campaigns → select your campaign → click the three-dot icon → View Dynamic Audience API.

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Recommended triggers

Set your triggers based on what you’re trying to achieve:

• Positive feedback / marketing collateral — Trigger based on recent, positive NPS scores
• New customer feedback — Trigger based on time (e.g., 90 days post-signing)
• Long-term feedback — Trigger based on renewal events

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Setting up a trigger in your CRM

The API call can be initiated from Salesforce, HubSpot, or any other system that manages your customer data. For step-by-step guidance, see the Salesforce Campaign Enrollment guide or refer to your CRM’s workflow documentation.

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Things to keep in mind

• Filter the campaign list by type using the Campaign type filter at the top of the Campaigns page
• Filter by status to see only active, draft, or ended campaigns
• Once a campaign is active, recipients who unsubscribe are automatically removed
• Campaigns that reach their completion condition (e.g., a target number of responses) end automatically
• Once set, the campaign type cannot be changed

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Frequently asked questions

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Support

Contact your Deeto Customer Success Manager or email support@deeto.ai.