Campaign Wizard (Start Here)
If your campaigns feel “random” in results, it is usually not the model—it is setup: audience, numbers, time windows, pacing, and what happens after a call.
This guide walks through the six-step Create campaign flow in the app. You will end with a campaign that is safer to launch, easier to debug, and easier to scale.
You’re in the Campaign Wizard
Video walkthrough (placeholder)
This page will include a 90–120s walkthrough of the full wizard with chapters. Until then, use the step guides below.
Open the wizard in the app
- From Campaigns, choose New campaign in the page header.
- You can also open New campaign from anywhere the app links to the create flow.
Plan and access
- Tenant: Campaigns belong to the tenant selected in the app. If the UI expects a tenant and none is selected, you are prompted to select a tenant before managing campaigns.
- Pro plan (Campaigns list): If the tenant is not on a Pro plan, the Campaigns list shows a plan upgrade message instead of the list. Pro tenants see the full list and New campaign.
- Follow-ups and contact memory in the wizard: Follow-ups and Contact memory appear only for tenants that have the Pro entitlements the app checks for. If you do not see those blocks, the rest of the wizard (through Review, including Campaign goals) still works.
Start from an existing campaign or template
The create flow can open with extra context from the address bar:
| You want to… | How |
|---|---|
| Edit an existing campaign in the wizard | Add edit_id with the campaign id (for example, the create URL with edit_id set). Opening Edit from a campaign also lands here. |
| Clone a campaign | Add clone_from with the source campaign id, or use Clone on a campaign. |
| Start from a template | Add template_id with the template id when the app gives you that link. |
At a glance (matches the in-app stepper)
- Basics: Campaign name, agent, and related identity.
- Telephony: From number, pool, and connection options (including capacity hints where shown).
- Audience: CSV, Contacts, or Segment; map fields and variables for the agent.
- Schedule: Trigger (immediate or scheduled), timezone, and per-day call windows.
- Outcomes: Retries, follow-ups and rules (when your plan includes them), A/B, and Campaign goals.
- Review: Final check before create or update.
What you should have ready (about five minutes)
- One clear goal (book meetings, qualify leads, reactivation, and so on).
- One agent that fits the audience and goal.
- A clear audience source: CSV, selected contacts, or a segment (see Step 3).
- At least one active phone number (two or three is better for a pilot).
- Follow-up strategy (Pro): whether to use missed-call retry, rule-based follow-ups, and how Contact memory fits your process.
Pro tip: run a supervised pilot first
Your first goal is confidence, not volume. Pilot with 20–50 contacts, watch the first 10–20 calls, and only then scale numbers, hours, and concurrency.
Create, clone, or edit
- Create a new campaign when the audience, offer, or timezone meaningfully changes—cleaner reporting and cleaner learnings.
- Clone when you have a campaign that already works and you want the same structure with a new audience (use Clone on the campaign or the clone link pattern above).
- Edit a draft (or re-open the wizard for an existing campaign) through the create flow with edit_id or the app’s Edit entry point.
What “draft” and other states mean
- Draft: Safe to configure; you can review settings and attach an audience.
- Live / running: Calls can run according to schedule and trigger (see the campaign detail page for that campaign).
- Paused: You stopped delivery for containment, QA, or compliance.
- Scheduled: Set to start later; it still appears on the main dashboard and list like other active work.
Your next step
Open Step 1: Basics and set the campaign name and agent.
Ready? Start the wizard.
Continue to Step 1 and set your campaign identity and agent.