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Campaign Settings Reference

Plain-English map of Create Campaign and Edit campaign in the wizard (New Campaign, including opens from a template, clone, or existing draft). The behavior described here matches the live product.

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Slot media (placeholders)

Jump to the right step

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What blocks Next (by step)

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Steps 1–3 (short)

  • Template (optional) — pre-fills fields when you pick a saved template.
  • Campaign Name / Agent — Basics.
  • Primary From Phone Number / Number Pool / Call Recording / Prefer country-matched numbers for each contact — Telephony. Pool capacity uses the in-app capacity preview for the numbers you selected.
  • Contact Source — CSV, Contact IDs, or Segment; CSV column or segment field mapping and optional Call Variables — Audience. Exact labels and options match the wizard.

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Step 4: Schedule (field reference)

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Step 5: Outcomes (field reference)

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Step 6: Review (what appears in the summary)

The Review list is a partial mirror of the wizard. It includes the rows documented in Wizard Step 6: Review (name, pool, source, trigger, mode or dry-run, retries, concurrency, priority, timezone, windows, A/B, recording, goals, optional call variables). It does not duplicate every Telephony, Audience, or plan-specific Outcomes line.

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Submit

  • Create — saves a new campaign (with CSV upload, contact IDs, or segment, depending on what you chose).
  • Edit — updates an existing campaign (with or without re-upload flows depending on source).
  • On failure, the banner shows Failed to create campaign or Failed to save campaign with Retry.

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Inbound returns and smart routing

When a contact in this campaign calls you back, Callaro’s smart inbound routing attributes the call to the campaign and routes it to the right agent automatically. Specifically:
  • An inbound from a contact with an active or retry_pending task in this campaign closes that task as contacted_inbound and bridges the call to the campaign’s agent.
  • An inbound that matches an active follow-up created from this campaign is attributed to the campaign and the follow-up is closed.
  • The Campaign detail page now includes an Inbound returns card with a count by routing reason and a link to filtered call logs.
You can disable smart routing per tenant or tweak look-back windows in Tenant settings → Inbound routing. See Inbound Routing for the full layer-by-layer behavior, kill switch, and contact memory scope.