Yazi docs
  • Setting up the WhatsApp API number
    • Setting up WhatsApp number in Yazi platform
      • Add a Payment Method
      • WhatsApp Profile
      • Get your business manager verified
      • Developer Portal method of setting up
  • Using Yazi's app
    • Research Campaign Setup
      • Survey Campaign
      • Diary Study Campaign
      • AI Interview Campaign
        • AI Interview Prompt Template
    • Inviting Participants
      • Sharing Links to access research
      • Create Template message
      • Send template message
      • Template Message history/stats
    • Results
      • Interviewer Results
      • Survey Results
  • APIs & Integrations
    • Setting up event-triggers
  • WhatsApp API Pricing
    • Pricing
  • Security
    • Data Security - Executive Summary
    • Yazi Information Security Policy
    • Data Classification Policy
    • Yazi Security and Data Management Policies
    • Yazi Vendor Management Policy
    • Data Retention Policy
    • Business Continuity Plan (BCP)
  • Yazi Process
    • 🎳Quality Control Plan for Yazi Research (Pty) Ltd
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On this page
  • 1. Create a Research Campaign
  • Loom demo of AI interview
  1. Using Yazi's app

Research Campaign Setup

PreviousDeveloper Portal method of setting upNextSurvey Campaign

Last updated 2 months ago

1. Create a Research Campaign

To create a research campaign, follow these steps:

  1. Log into Yazi and navigate to Campaigns > Create New Campaign.

  2. Select the methodology you want to use:

    • Survey – For structured, one-time responses.

    • Diary – For ongoing data logging.

    • AI Interview – For dynamic AI-driven interviews.

  3. Enter a Campaign Name and configure the research settings.

  4. Click + Create Campaign to proceed to question scripting.

Loom demo of AI interview