> ## 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.

# Creating a campaign

![Create Campaign wizard with stepper and Basics step.](https://mintcdn.com/callaro-docs/Rn-efrjnSIS1s0ID/images/campaigns/creating-campaign-wizard-hero.png?fit=max\&auto=format\&n=Rn-efrjnSIS1s0ID\&q=85\&s=789687379ab48bff64f62a62301df068)

# Campaign Wizard (Start Here)

If your campaigns feel “random” in results, it is usually not the model—it is **setup**: audience, numbers, time windows, pacing, and what happens after a call.

This guide walks through the **six-step Create campaign** flow in the app. You will end with a campaign that is **safer to launch**, **easier to debug**, and **easier to scale**.

![Create Campaign wizard entry screen with the 6-step stepper.](https://mintcdn.com/callaro-docs/Rn-efrjnSIS1s0ID/images/campaigns/wizard-start-here.svg?fit=max\&auto=format\&n=Rn-efrjnSIS1s0ID\&q=85\&s=71098146b4d347adf29ab396a325eadd)

![Video placeholder: replace with Loom or hosted MP4](https://mintcdn.com/callaro-docs/1fJs_sKJdgiwY8nj/media/campaigns/slot-01.mp4?fit=max\&auto=format\&n=1fJs_sKJdgiwY8nj\&q=85\&s=bf4ae0e6948c3ee4e4bf35d2b1f483f3)

**You’re in the Campaign Wizard**

* [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)

> [!NOTE]
>
> **Video walkthrough (placeholder)**
>
> This page will include a 90–120s walkthrough of the full wizard with chapters.
> Until then, use the step guides below.

## Open the wizard in the app

* From **Campaigns**, choose **New campaign** in the page header.
* You can also open **New campaign** from anywhere the app links to the create flow.

## Plan and access

* **Tenant**: Campaigns belong to the tenant selected in the app. If the UI expects a tenant and none is selected, you are prompted to **select a tenant** before managing campaigns.
* **Pro plan (Campaigns list)**: If the tenant is not on a **Pro** plan, the Campaigns list shows a plan upgrade message instead of the list. Pro tenants see the full list and **New campaign**.
* **Follow-ups and contact memory in the wizard**: **Follow-ups** and **Contact memory** appear only for tenants that have the Pro entitlements the app checks for. If you do not see those blocks, the rest of the wizard (through **Review**, including **Campaign goals**) still works.

## Start from an existing campaign or template

The create flow can open with extra context from the address bar:

| You want to… | How |
| - | - |
| Edit an existing campaign in the wizard | Add **edit\_id** with the campaign id (for example, the create URL with **edit\_id** set). Opening **Edit** from a campaign also lands here. |
| Clone a campaign | Add **clone\_from** with the source campaign id, or use **Clone** on a campaign. |
| Start from a template | Add **template\_id** with the template id when the app gives you that link. |

## At a glance (matches the in-app stepper)

* **Basics**: Campaign name, agent, and related identity.
* **Telephony**: From number, pool, and connection options (including capacity hints where shown).
* **Audience**: **CSV**, **Contacts**, or **Segment**; map fields and variables for the agent.
* **Schedule**: Trigger (immediate or scheduled), timezone, and per-day call windows.
* **Outcomes**: Retries, follow-ups and rules (when your plan includes them), A/B, and **Campaign goals**.
* **Review**: Final check before create or update.

## What you should have ready (about five minutes)

1. **One clear goal** (book meetings, qualify leads, reactivation, and so on).
2. **One agent** that fits the audience and goal.
3. **A clear audience source**: CSV, selected contacts, or a segment (see Step 3).
4. **At least one active phone number** (two or three is better for a pilot).
5. **Follow-up strategy** (Pro): whether to use **missed-call retry**, **rule-based** follow-ups, and how **Contact memory** fits your process.

> [!TIP]
>
> **Pro tip: run a supervised pilot first**
>
> Your first goal is **confidence**, not volume. Pilot with 20–50 contacts, watch the first 10–20 calls,
> and only then scale numbers, hours, and concurrency.

## Create, clone, or edit

* **Create a new campaign** when the audience, offer, or timezone meaningfully changes—cleaner reporting and cleaner learnings.
* **Clone** when you have a campaign that already works and you want the same structure with a new audience (use **Clone** on the campaign or the clone link pattern above).
* **Edit a draft** (or re-open the wizard for an existing campaign) through the create flow with **edit\_id** or the app’s **Edit** entry point.

## What “draft” and other states mean

* **Draft**: Safe to configure; you can review settings and attach an audience.
* **Live / running**: Calls can run according to schedule and trigger (see the campaign detail page for that campaign).
* **Paused**: You stopped delivery for containment, QA, or compliance.
* **Scheduled**: Set to start later; it still appears on the main dashboard and list like other active work.

## Your next step

Open **Step 1: Basics** and set the campaign name and agent.

**Ready? Start the wizard.**

Continue to Step 1 and set your campaign identity and agent.

* [Continue: Step 1 (Basics)](https://help.callaro.ai/campaigns/wizard-step-1-basics.md)
* [Run the launch checklist](https://help.callaro.ai/campaigns/campaign-launch-checklist.md)
* [Troubleshoot: not dialing](https://help.callaro.ai/campaigns/wizard-troubleshooting-not-dialing.md)

## Additional resources

* [Campaign settings reference](https://help.callaro.ai/campaigns/campaign-settings-reference.md)
* [Campaign launch checklist](https://help.callaro.ai/campaigns/campaign-launch-checklist.md)
* [Uploading contacts](https://help.callaro.ai/campaigns/uploading-contacts.md)
* [Assigning phone numbers to a campaign](https://help.callaro.ai/campaigns/assigning-phone-numbers.md)
* [Setting call schedules and time zones](https://help.callaro.ai/campaigns/call-schedules-and-time-zones.md)
* [Campaigns list](https://help.callaro.ai/campaigns/campaigns-list.md)
* [Campaign detail by lifecycle](https://help.callaro.ai/campaigns/campaign-detail-by-lifecycle.md)


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