Campaign Dashboard

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Review Campaign Dashboard enables you to track review performance, monitor active campaigns, and create new campaigns.

Campaign Dashboard showing total review campaigns, average campaign score, star distribution, etc

You can track both G2-managed and self-managed review campaigns from this page.

To access the Campaign Dashboard, go to my.G2, then select Reviews > Campaigns.

Basics of Review Campaign Dashboard

Creating and managing campaigns

You can create a new review campaign directly from the dashboard by selecting Create Campaign.

Select Create Campaign to create a new review campaign in my.G2

For more details about creating review campaigns, refer to the Self-Service Review Campaigns documentation.

Use the Your Campaigns table to monitor and update campaigns. To narrow the list, select Filter, choose a Status (All, Active, or Inactive) or an Incentive Start Date range, then select Apply Filters.

Use the Your Campaigns table to monitor and update campaigns

The table includes the following columns:

Column Description
Campaign Title Name of the campaign
Incentivized Indicates whether incentives are enabled
Incentive Amount Reward value per review
Campaign Type Campaign type, such as Vendor Led, Email Campaign, Self-Serve Event, Review Refresh, or In-App
Review Goal Controls how long a campaign runs and how many reviews it collects. Fixed goals stop after reaching the target number of approved reviews. Unlimited goals continue running until manually stopped, and charges continue based on your selected payment method.
Landing Page Link to preview the campaign
Status Current campaign state: Active, Inactive, or Ended
Actions Select the three-dot menu to see the available actions. Active campaigns offer Edit, Clone, and Delete. Inactive campaigns offer Checkout and Delete. Ended campaigns show an Edit link.

Review Rally campaigns have an arrow next to the campaign title. Select it to see the campaign's leaderboard.

campaign performance dashboard for review rally campaign

Campaign analytics

To get started, go to the Campaign Performance section. Select a campaign from the Campaign dropdown, then select a time interval: 30 Days, 90 Days, 6 Months, 1 Year, or Custom.

Choose a default date range or enter a custom range

The section shows these metrics for the selected campaign:

  • Total Campaign Reviews
  • Avg. Review Campaign Score
  • Star Distribution

Use the Compare to Recent Campaigns table to see each recent campaign's start date, submitted reviews, approved reviews, and star rating.

If no data appears, verify that the selected campaign has activity within the chosen date range.

Managing campaign funds

Fund incentivized campaigns with a payment method you choose during campaign creation. You can also add credits to your account in advance.

Choose how to pay for incentivized campaigns during campaign creation, select Invoice Me or Add Credit Card

When creating a campaign, select a payment method:

  • Invoice Me
  • A saved credit card, or Add Credit Card to add a new one

You need a credit card on file before you can select Invoice Me. If you select Invoice Me, the campaign cost is billed to your monthly invoice. If you select a credit card, the charge is processed immediately.

Credits are a prepaid balance you add in advance to pay for gift card incentives. You can allocate credits to your review campaigns to reward reviewers. You can purchase credits at any time, and your credit balances appear on the Profile & Reviews page.

Image showing the payments and billing history section in my.g2

To purchase credits:

  1. Go to my.G2, then select your avatar in the upper-right corner > Payments & Billing History.

    Select Payments & Billing History from the avatar menu

  2. In the Profile & Reviews panel, select View Details.

  3. In the Add Credits panel, select Add Credits.

    Add Credits page showing payment method and amount

  4. Under Payment Method, select a saved card, or select Add Credit Card to add a new one.

  5. Enter an Amount from $10 to $5,000.

  6. Select Purchase Now.

The amount is added to your credit balance. You can make up to three transactions per day.

G2 accepts the following payment methods:

Visa, Mastercard, American Express, Discover, JCB, Diners, UnionPay

Payments are processed by a third party. G2 does not store payment information. To support PCI DSS compliance, G2 completes a PCI Self-Assessment Questionnaire (SAQ), available upon request.