Your first campaign (web app)
What the video should show: A new campaign from Campaigns → New campaign: stepper labels and each step’s form at a high level. The flow has six steps: basics, telephony, audience, schedule, outcomes, review (see on-page copy in the app). Use a demo agent, demo numbers, and a small test audience only.
What the static image should show: The wizard header and at least the first two step titles/fields (campaign name, telephony/numbers context).
How to open it: Campaigns in the sidebar → New campaign (or use your deployment’s link to the new-campaign page).
Before you start in the app
- You are inside a tenant with permission to create campaigns.
- You have an agent to attach — create or pick one under Agents in the app.
- You have at least one phone number and telephony connection that the wizard can use (Phone numbers and Telephony under Connectivity).
What the six steps are (in product order)
- Basics — Campaign name and core configuration (incl. agent selection as implemented in the form).
- Telephony — Pick numbers, connection, and pool/capacity where the UI enforces it.
- Audience — Define who is called (contact source / segment / upload as implemented for your tenant).
- Schedule — When dialing may run, with timezone awareness.
- Outcomes — Disposition/outcome configuration as presented in the wizard.
- Review — Pre-flight summary before you activate.
Exact field labels and required fields are in the form; this article does not restate them to avoid drift.
What the GIF should show: Stepper progress changes; optional scroll within one step. Under ~8s.
After you create the campaign
- The campaign’s detail, reporting, and monitoring live on the campaign detail page and related views. Use Campaigns in the app as the home for ongoing work.