Call campaigns
Group your calling work: each campaign sells one product or service to one list, with a daily call target and its progress.
Where to find it
Campaigns › Call campaigns
Open this screen
Steps
- Open 📣 Campaigns › Call campaigns. The “Calling” tab lists your campaigns as cards.
- Press “New campaign” to create one (owners, admins and managers).
- Put contacts into a campaign from Prospects: choose the campaign in a contact's form, or when you import a CSV.
- Use “Activate”, “Pause” and “Mark done” on a card to change its status.
- Open the “SMS” tab for text campaigns to a list of numbers (off until an operator turns SMS on).
Settings on this screen
| Setting | What it does | Default |
|---|---|---|
| Calling / SMS | The two tabs: calling campaigns, and SMS campaigns built from a list of numbers. | Calling |
| Card figures | Prospects in the campaign, calls, sales (calls with the outcome Sale), and today's calls against the daily target, with a progress bar. | — |
| Activate / Pause / Mark done | Sets the campaign's status. Not shown to agents. | — |
| New campaign | Opens the create dialog (Calling tab only, not for agents). | — |
Troubleshooting
I do not see “New campaign” or the status buttons.
Agents can view campaigns but not create or change them. Ask an owner, admin or manager.
The “Today” figure stays at 0.
It counts calls made today that are linked to this campaign. Calls are linked when the contact belongs to the campaign.
Tips
- To say what the AI agent does on its calls, use Message campaigns › Call campaigns (an AI agent and its calling instructions) or a script.
Good to know
- This page does not dial by itself; calls are placed from the dialer, Outbound call agents or a contact's page, through every call check.
Related how-tos
- Prospects (phone book) See everyone your team calls in one list or pipeline board, find a contact, move them between stages and open their record.
- Scripts Keep the call scripts your staff and AI agents follow: write them, draft them with AI, draw them as diagrams and attach them to lines, campaigns and batch calls.
- Outbound call agents (AI batches) Have your AI agent call a list of numbers, one at a time, with the goal and calling instructions you set, and see what came of each call.
- Revenue See your pipeline as money: the weighted forecast, quotes, contracts and renewals, how fast leads are called, and duplicate or at-risk records.