> ## 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 settings reference # 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. ## Slot media (placeholders) | Kind | URL | Brief | | - | - | - | | Static | `https://developers.callaro.ai/help-center-assets/placeholders/campaign-settings-reference.png` | Full wizard or Review summary table for “where does this field live?”. | | GIF | `https://developers.callaro.ai/help-center-assets/placeholders/campaign-settings-reference.gif` | Stepping 1–6; highlight Schedule → Outcomes → Review. | | Video | `https://developers.callaro.ai/help-center-assets/placeholders/campaign-settings-reference.mp4` | Operator narrative: which step owns telephony vs schedule vs goals. | **Jump to the right step** * [Start Here](https://help.callaro.ai/campaigns/creating-a-campaign.md) * [Step 1: Basics](https://help.callaro.ai/campaigns/wizard-step-1-basics.md) * [Step 2: Telephony](https://help.callaro.ai/campaigns/wizard-step-2-telephony.md) * [Step 3: Audience](https://help.callaro.ai/campaigns/wizard-step-3-audience.md) * [Step 4: Schedule](https://help.callaro.ai/campaigns/wizard-step-4-schedule.md) * [Step 5: Outcomes](https://help.callaro.ai/campaigns/wizard-step-5-outcomes.md) * [Step 6: Review](https://help.callaro.ai/campaigns/wizard-step-6-review.md) ## What blocks **Next** (by step) | Step | Blockers | | - | - | | 1 Basics | Non-empty **Campaign Name**; **Agent** selected. | | 2 Telephony | At least one number in **Number Pool** (and related telephony state). | | 3 Audience | On **create**: CSV file, or at least one **Contact ID**, or a **Segment** selected. On **edit**, audience validation is relaxed so you can move steps while loading an existing campaign. | | 4 Schedule | If **Scheduled**: **Schedule Date & Time** must be set. (The client does not require “at least one call window” to advance.) | | 5 Outcomes | Invalid **goal** targets (when a target is non-empty); **A/B** on with variant configuration errors. | | 6 Review | (none) — **Create** / **Save** is on this step. | ## 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. *** ## Step 4: Schedule (field reference) | UI / concept | What the app does | | - | - | | **Trigger Mode** | Immediate or scheduled start; scheduled campaigns store a start date and time. | | **Schedule Date & Time** | Shown when you choose a scheduled start; required to continue. | | **Timezone** | Stored on the campaign; options are the fixed list in the Timezone control. | | **Call Windows** | Per weekday: on or off, start and end time (24-hour style in the control); **Copy to all** copies times only. Defaults: Mon–Fri 09:00–18:00 on, weekend off. | | **Testing Mode** / dry run | Shown only in non-production builds. Production users do not see this; new campaigns are live-capable by default. | | **Parallel calls** | Full pool capacity vs a custom concurrency limit; custom is capped at the pool ceiling when the preview supplies it. | | **Priority** | 1–10, validated as you type. | | Call window timezone mode | New campaigns from this wizard use **contact-local** evaluation; there is no separate Schedule dropdown for it. | ## Step 5: Outcomes (field reference) | UI / concept | What the app does | | - | - | | **Retry on voicemail** | On or off. | | **Max retries** | 1, 2, or 3 only. | | **Max voicemail attempts** | Optional; disabled when retry-on-voicemail is off; empty means no separate limit. | | **A/B testing** | When valid: enabled test with weighted variants, distinct agents per variant, weights totaling 100%, variant A matches the Basics agent (read-only in the UI). | | **Follow-ups** / **Contact memory** | Shown on eligible plans. Includes missed-call follow-up, contact memory, and follow-up rules attached after the campaign is created. | | **Campaign Goals** | Up to three goal types from the wizard list; optional; validated when you enter a target. | ## 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](https://help.callaro.ai/campaigns/wizard-step-6-review.md) (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. ## 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**. ## 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](https://help.callaro.ai/phone-numbers/inbound-routing.md) for the full layer-by-layer behavior, kill switch, and contact memory scope. ## Related articles * [Wizard Step 4: Schedule](https://help.callaro.ai/campaigns/wizard-step-4-schedule.md) * [Wizard Step 5: Outcomes](https://help.callaro.ai/campaigns/wizard-step-5-outcomes.md) * [Wizard Step 6: Review](https://help.callaro.ai/campaigns/wizard-step-6-review.md) * [Campaign launch checklist](https://help.callaro.ai/campaigns/campaign-launch-checklist.md) * [Inbound Routing](https://help.callaro.ai/phone-numbers/inbound-routing.md) This documentation is built and hosted on [Mintlify](https://mintlify.com), a developer documentation platform.