Campaigns list (search, filters, exports)
The Campaigns list is where you see all bulk call campaigns for the current tenant. Use it to find a campaign, compare status, sort where the app allows, and start CSV exports that you finish on the export detail page.
How you get there
- Open Campaigns from the app navigation. The main action is New campaign, which starts the create flow.
- New campaign is the header primary action.
- Click a campaign name or row action to open that campaign’s detail page.
- For Export history and status of past exports, use the Exports area linked from the Campaigns experience.
Plan and role behavior
- Pro plan: If the tenant is not on Pro, the list does not load; you see a Plan upgrade message for the Campaigns feature, and the app may ask you to pick a tenant first. The same Pro check applies for platform users once a tenant is selected.
- Tenant: A tenant is required for normal use. The app only loads list data when a tenant context is available, consistent with the rest of bulk campaign screens.
- Timezone: The app can send your saved display timezone with list requests so dates align with your preference where the server uses it.
At a glance
- Search — One field; placeholder Search campaigns.... Matches names and any indexed text the backend supports.
- Filters — When your tenant’s API exposes filterable attributes for campaigns, a filter panel appears. Filter choices are not a fixed, hard-coded list in the app—they follow what the server returns. Your selections stay in the page address so you can share or bookmark a filtered view.
- Sort — Only on columns the server marks sortable. Sorting is reflected in the address bar. Examples: Progress may sort on total task counts; Agent on agent.
- Pagination — Page size defaults to 10; the client keeps page size within a safe range.
- Export CSV — Starts a server-side export job, then takes you to the export detail page for status and download. You can also open export history from the exports list.
What you see in the table
Column labels match the app. Typical columns:
| Column | Notes |
|---|---|
| Status | Lifecycle badge (for example draft, scheduled, running, paused, completed, cancelled, failed). |
| Name | Truncated title. |
| Agent | Agent name, or a dash if none. |
| Progress | Bar and completed / total task counts. |
| Started | Start time in your display timezone, or a dash. |
| Cost | Total cost in the campaign currency. |
| Follow-up | Small badges when follow-up and/or contact memory are enabled; otherwise a dash. |
| Priority | Numeric priority. |
| Created | When the campaign was created. |
Search
Use search when you know part of the campaign name or related text. Consistent naming makes search easier to predict.
Filters
Filters use the server’s filterable attributes for bulk call campaigns. Expect field / operator / value style controls, but the exact fields can differ by tenant or API version.
Sorting
Sorting is per column and only where the field is sortable. If a column has no sort control, that field is not sortable from the list.
Exports (CSV)
Exports start from the list toolbar and from bulk actions when you select rows:
- Export CSV in the toolbar exports the current search and filter context. You do not have to select rows.
- Bulk Export CSV after selecting rows exports only those campaigns, or you can use select all across pages to export everyone matching the current filter (minus any rows you exclude).
After the job starts, the app opens the export detail page for progress and download. Large jobs may show progress there instead of an immediate file on the list.
Related areas
| Area | Purpose |
|---|---|
| New campaign | Create a campaign, or open the wizard with edit, clone, or template (see Creating a campaign). |
| Campaign detail | Lifecycle-specific layout for one campaign. |
| Compare campaigns | Side-by-side comparison (separate entry). |
| Disposition codes | App list or admin for disposition codes. |
| Exports | History and a single export’s status and file. |