Surgio Docs

Campaigns

Campaign Management

Build and grow your audience. Create campaigns to collect subscribers, manage recipient lists, and track engagement over time.

Creating Campaigns

A campaign is a container for collecting and managing email subscribers. Each campaign has its own unique ID for API integration.

Step-by-Step Guide

Navigate to Campaigns

Go to Emails → Campaigns in the sidebar.

Start New Campaign

Click the New Campaign button in the top right corner.

Enter Details

Give your campaign a descriptive name (e.g., "Newsletter Subscribers", "Product Launch List") and an optional description.

Create

Click Create. Your campaign is now ready to accept subscribers.

Campaign Properties

Name
Descriptive title for internal use
Description
Optional notes about the campaign
Campaign ID
Unique identifier for API access
Created By
Team member who created it

Managing Recipients

Add subscribers to your campaigns using multiple methods: manual entry, bulk import, Google Sheets, or Google Forms integration.

Adding Recipients Manually

Use the "Add Recipient" form on the campaign details page to manually add individual subscribers:

  1. Enter the subscriber's email address (required)
  2. Optionally add their name for personalization
  3. Click Add - the system checks for duplicates automatically

Importing Contacts (Bulk)

Click the "Import Contacts" button on your campaign page to access three powerful import methods.

1

File Upload

Upload CSV files or paste comma-separated values directly. Perfect for importing existing contact lists.

Supported formats:

  • CSV files with headers: email,name
  • Plain text: user@example.com, John Doe
  • Drag & drop or browse to select files
2

Google Sheets

Import directly from Google Sheets using the "Publish to Web" feature. No API setup required!

Quick setup:

  1. Open your Google Sheet with contacts
  2. Go to File → Share → Publish to web
  3. Select "Comma-separated values (.csv)"
  4. Click Publish and copy the generated link
  5. Paste the link in Surgio's import dialog
3

Google Forms (Live Integration)

Connect Google Forms to automatically add new responses to your campaign. Includes smart edit tracking!

Smart Edit Tracking

When someone edits their form response and changes their email, Surgio automatically updates the old email instead of creating a duplicate. Only the latest email remains in your campaign!

Setup in 3 steps:

  1. Click "Import Contacts" → "Google Forms" tab and copy the Magic Script
  2. In your Google Form: ⋮ menu → Apps Script → Paste script
  3. Set up trigger: Triggers (⏰) → Add Trigger → On form submit

How edit tracking works: When a user submits a form with old@email.com, then edits their response to new@email.com, Surgio detects the edit via the form response ID and updates the email automatically. Only new@email.com remains in your campaign.

Note: All import methods automatically skip duplicates. You can safely re-import without worrying about duplicate contacts.

Viewing Recipients

The campaign details page shows a searchable table of all subscribers with:

  • •Email address
  • •Name (if provided)
  • •Date added
  • •Actions (remove button)

Removing Recipients

Click the trash icon next to any recipient to remove them from the campaign. This action is immediate and cannot be undone.

Programmatic Access

For automated subscriber collection from your own website or app, use the Campaign API to add recipients programmatically.

View API Documentation →

Sending Campaigns

Surgio now supports robust bulk sending with real-time progress tracking, pause/resume capability, and smart retries.

Launching a Campaign

You can start sending to your list in two ways:

  1. Direct Launch: Click the Launch Campaign (🚀) button directly on your campaign details page.
  2. Compose Window: Go to "Send Email" and select your campaign from the dropdown list.

The Sending Experience

Real-Time Progress

Watch your campaign send in real-time. The system sends emails in optimized batches (5 at a time) with a visual "waterfall" effect so you can track every single recipient.

Control Freak? We got you.

Need to step away? Minimize the dialog to the bottom bar. Spot a typo? Pause the campaign instantly. Internet glitch? Resume exactly where you left off.

Smart Retry System

If emails fail (e.g. temporary connection loss), you don't need to panic. The final summary will show a "Retry Failed" button. Clicking this will intelligently resend emails only to the recipients who failed, skipping everyone else to prevent duplicates.

Analytics & Tracking

We've upgraded the reporting to give you crystal-clear insights into your campaign performance.

Batch Reports
Every time you hit send, a unique "Batch Report" is created in your Sent box. This preserves the history of that specific blast, independent of future campaign changes.
Engagement Metrics
Track Open Rates, Click Rates, and Click-to-Open Rates (Engagement). Our smart tracking works automatically on both desktop and mobile devices.

Campaign Statistics

Monitor the health and growth of your campaigns at a glance.

Available Metrics

Total Recipients
Current subscriber count
Growth Rate
New subscribers this period
Created Date
Campaign age

Accessing Stats

Campaign statistics are visible on both the campaign list view (summary cards) and the detailed campaign page (full breakdown).

API Integration

Every campaign comes with integration credentials for collecting subscribers programmatically.

Getting Credentials

Click the "Integration" button on any campaign card to access:

  • •Your unique Campaign ID
  • •Your team's API Key
  • •Code examples in 8+ languages
  • •API endpoint documentation

Security

Admins can regenerate the API key if it's been compromised. This will invalidate all existing integrations, so use with caution.

The regenerate button appears in the Integration dialog for users with admin permissions.

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