Create a campaign

A campaign is one agent calling one list. It controls who gets called, how fast, and when.

1. Go to Campaigns and click New campaign. You need an agent first.
2. In Settings, enter a Name and pick the Agent.
3. Pick a From number. Default (first number) uses the first number on your Numbers screen.
4. Set Calls per hour and Concurrency (calls at the same time).
5. Set the Calling window start (prospect time) and Calling window end.
6. Pick a Call schedule and a Voicemail rule.
7. Click Create campaign. The page reloads with a Leads card.
8. Add your leads. See "Add leads with a list or CSV."
9. Click Start. Calls go out only inside the calling window.

Running a campaign

• Start works once the campaign has leads waiting. Pause stops new dials. Archive stops dialing and moves it to the archived list at the bottom of Campaigns.
• You can change settings any time, even while it runs. Click Save campaign.
• Reset attempts puts every lead that isn't mid-call back in the queue.
• When every lead is done, the campaign shows Completed.
• A campaign pauses itself if its agent is deleted, if your plan's call limit is reached, or after three failed dials in a row. The Live console shows why.

Your plan sets how many campaigns you can have. Only add leads who agreed to be called by your business.

Still stuck? Talk to a person.