> ## Documentation Index
> Fetch the complete documentation index at: https://help.callaro.ai/llms.txt
> Use this file to discover all available pages before exploring further.

# Campaign launch checklist

![Campaign wizard review and campaign detail actions used as a mental launch checklist.](https://mintcdn.com/callaro-docs/Rn-efrjnSIS1s0ID/images/campaigns/launch-checklist.png?fit=max\&auto=format\&n=Rn-efrjnSIS1s0ID\&q=85\&s=beab8384693c10de10525cd106d3105e)

# Campaign Launch Checklist

**There is no separate “launch checklist” page in the app.** This article is a **human operator checklist** you can run while you work through **New Campaign** (create or edit a draft) and while you view the **campaign detail** page — specifically **Launch** on a draft and **Pause**, **Resume**, and **Cancel** when the campaign is live. Use it for every new launch, relaunch, or material settings change.

A strong launch is not only clicking go-live. It is confirming the campaign is safe to scale, measurable, and supportable once dialing starts. This is especially useful for Sales Ops, SDR leaders, and owners who want a simple go / no-go bar before volume ramps.

**Maps to the in-app Campaign Wizard**

* [Campaign Wizard (Start Here)](https://help.callaro.ai/campaigns/creating-a-campaign.md)
* [Telephony (numbers + capacity)](https://help.callaro.ai/campaigns/wizard-step-2-telephony.md)
* [Audience (mapping + list quality)](https://help.callaro.ai/campaigns/wizard-step-3-audience.md)
* [Schedule (windows + pacing)](https://help.callaro.ai/campaigns/wizard-step-4-schedule.md)
* [Outcomes (retries + follow-ups + A/B)](https://help.callaro.ai/campaigns/wizard-step-5-outcomes.md)

## Before you start

* You can open **New Campaign** for a net-new campaign, or **Edit** on a draft to return to the wizard with that campaign loaded.
* A **draft** exists with the right **agent**, **telephony pool**, **audience**, **schedule**, and **outcomes** ready for review.
* Someone can **supervise the first window** after launch (watch tasks, dispatch health, and early outcomes).
* You know **who is allowed** to launch, pause, resume, and cancel campaigns on the **campaign detail** page.

## Who should own this

1. **Sales Ops** runs the checklist and recommends go / no-go.
2. **SDR leadership** confirms follow-up capacity and handling rules.
3. **RevOps / CRM** validates logging, routing, and downstream visibility.
4. **QA or a reviewer** monitors early call quality and task states.

## Run the checklist (wizard + detail actions)

Work through **New Campaign** steps in order; the app **blocks “Next”** when a step fails validation (empty name or agent, no numbers, missing audience on create, empty scheduled time if you chose a scheduled start, A/B misconfiguration, invalid goal numbers, and similar). Treat those gates as part of this checklist.

1. **Objective** — One sentence everyone agrees on; success is defined the same way in reporting.
2. **Basics** — Campaign name and **agent** are correct; the agent matches audience and outcome intent.
3. **Telephony** — At least one campaign number is selected; pool and capacity match a **pilot** mindset (`assigning-phone-numbers.md`).
4. **Audience** — Source (CSV, contacts, segment) is approved; for CSV, mapping and row quality are trusted (`uploading-contacts.md`).
5. **Schedule** — Timezone and windows match the audience; if **Scheduled**, date and time are set; pacing and caps match governance.
6. **Outcomes** — Retries, follow-up config, goals, and **A/B** (if on) are complete and valid.
7. **Review** — Wizard summary matches intent; fix anything before saving the draft.
8. **Pre-launch on detail** — Open the campaign; confirm draft summary, tasks or sections, and that **Launch** is available.
9. **Operational readiness** — CRM writeback or handoffs tested on a sample record if applicable.
10. **Pause criteria** — Agree what would trigger **Pause** (quality, compliance, window mistakes); see [Pausing and resuming](https://help.callaro.ai/campaigns/pausing-and-resuming.md).
11. **Go / no-go** — Record the decision; then **Launch** during a supervised window.
12. **First 10–20 calls** — Watch the running view, **dispatch health** (when shown), and the task list; scale only after signals look healthy ([Troubleshooting: not dialing](https://help.callaro.ai/campaigns/wizard-troubleshooting-not-dialing.md)).

## What the important checks mean

1. **Wizard validation** — If the UI will not advance, the campaign is not structurally ready; fix the cited step instead of forcing launch.
2. **Pilot sizing** — Smaller first window limits blast radius while you prove script, numbers, and schedule.
3. **Launch from detail** — **Launch** is an action on the **campaign detail** page, not a separate checklist route.
4. **Supervised window** — Fast feedback beats post-mortems after thousands of tasks are already wrong.
5. **Documented go / no-go** — Aligns Sales Ops, leadership, and support on what “ready” meant.

## What good looks like

* The team states **why** the campaign launches **now**.
* First window is **intentionally limited** and **watched**.
* Early outcomes are **interpretable**; blockers show up in **dispatch health** or tasks, not as mystery silence.
* Next decision is explicit: **continue**, **tune**, or **Pause**.

## Common mistakes

1. Treating this doc as an in-app page — it is **not** rendered in the product; use **New Campaign** and the **campaign detail** page.
2. Skipping **Review** because “we already know” — the summary catches mismatches between steps.
3. Launching **big** without a pilot — pause, shrink, relaunch ([Troubleshooting: not dialing](https://help.callaro.ai/campaigns/wizard-troubleshooting-not-dialing.md)).
4. **Nobody** watching the first interval — that is not launch-ready operations.

## Final checklist

* Wizard completes through **Review** with **no validation blockers**.
* **Telephony**, **audience**, **schedule**, and **outcomes** match the pilot plan.
* **Launch** is executed from the **campaign detail** page with coverage for the first live period.
* **Pause** criteria are agreed; owners know how **Pause** and **Resume** behave.

## Related articles

* [Creating a campaign](https://help.callaro.ai/campaigns/creating-a-campaign.md)
* [Campaign settings reference](https://help.callaro.ai/campaigns/campaign-settings-reference.md)
* [Uploading contacts](https://help.callaro.ai/campaigns/uploading-contacts.md)
* [Assigning phone numbers](https://help.callaro.ai/campaigns/assigning-phone-numbers.md)
* [Pausing and resuming](https://help.callaro.ai/campaigns/pausing-and-resuming.md)
* [Troubleshooting: not dialing](https://help.callaro.ai/campaigns/wizard-troubleshooting-not-dialing.md)
* [Your first campaign in 15 minutes](https://help.callaro.ai/getting-started/your-first-campaign.md)

**Launch like an operator**

Run a supervised pilot window first. Scale only after the first stretch of calls looks healthy.

* [Wizard: Review step](https://help.callaro.ai/campaigns/wizard-step-6-review.md)
* [Troubleshoot: not dialing](https://help.callaro.ai/campaigns/wizard-troubleshooting-not-dialing.md)
* [Campaign settings reference](https://help.callaro.ai/campaigns/campaign-settings-reference.md)


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