Job Aid: Campaigns
What a Campaign Does
A campaign groups related content, such as presentations, product sheets, and videos, into one collection that you can share with customers.
Setvi tracks when and how recipients view the materials so you can plan timely follow-up and measure engagement.
When to Use a Campaign
Use a campaign for:
- Targeted outreach to a specific customer segment or territory
- Seasonal promotions and product launches
- Menu solutions or product information for a defined audience
- Outreach that requires engagement tracking and follow-up
Who Should Receive a Campaign
Send campaigns to the decision-makers and influencers who need the information.
Clear contact groups make the audience easier to select and the results easier to review.
Audience Examples
K-12 Schools
Example group name: School Districts North Region
Typical contacts:
- Nutrition directors
- Menu planners
- Administrative staff
Healthcare and Senior Living
Example group name: Healthcare LTC and Hospital
Typical contacts:
- Foodservice directors
- Clinical dietitians
- Administrative decision-makers
Restaurants
Example group name: Independents Philly Metro Area
Typical contacts:
- Owners
- Chefs
- General managers
Corporate Dining
Example group name: B and I Cafeterias Managed Services
Typical contacts:
- Account managers
- Regional directors
- Foodservice leads
Related Articles
Before sending, review How Do I Prepare My Contacts for a Campaign?
Then choose the article for an Email Campaign or Company Campaign.