Campaign Management
Table of Contents
- Accessing Campaign Details
- Campaign Header Information
- Campaign Statistics
- Campaign Contacts List
- Contact Row Status
- Campaign Controls
- Testing Campaigns
- Handling Failed Contacts
- Campaign Completion
- Exporting Campaign Results
Accessing Campaign Details
Navigate to a campaign’s detail page to manage and monitor a specific campaign.Navigation
- Go to Campaigns from the main navigation
- Click on the campaign name you want to view
- The campaign detail page displays
Page Structure
The campaign detail page includes:- Header with campaign identification and status
- Control buttons for campaign management
- Statistics cards showing progress
- Contact list with individual status
Campaign Header Information
The header provides essential campaign identification.Campaign Name
The campaign name appears prominently at the top:- Set during campaign creation
- Identifies the campaign purpose
Status Badge
A visual indicator shows current campaign status:- Draft: Not yet started
- Queued: Waiting to begin
- Running: Actively making calls
- Paused: Temporarily stopped
- Completed: All contacts processed
- Canceled: Stopped before completion
AI Employee Assignment
The assigned AI employee is displayed:- Shows which employee handles calls
- Links to employee detail page
- Essential context for troubleshooting
Back Navigation
A back arrow or link returns you to the campaigns list:- Maintains any active filters
- Easy movement between views
Campaign Statistics
Statistics cards provide real-time progress visibility.Total Rows (Contacts)
The total number of contacts in this campaign:- Represents full campaign scope
- Includes all statuses
- Set when contacts are uploaded
Pending Count
Contacts waiting to be called:- Not yet attempted
- Queued for processing
- Decreases as campaign progresses
In Progress Count
Contacts currently being called:- Active call in progress
- Will transition to completed status
- Usually a small number at any time
Completed Count
Successfully processed contacts:- Calls that were attempted and finished
- Includes both successful and unsuccessful outcomes
- Primary progress indicator
Failed Count
Contacts that encountered errors:- Technical issues prevented call
- May be eligible for retry
- Requires investigation if high
Skipped Count
Contacts excluded from calling:- Invalid phone numbers
- Duplicate entries
- System-determined exclusions
Canceled Count
Contacts not called due to campaign stop:- Campaign ended before their turn
- Not attempted at all
- Distinct from failed (which were attempted)
Campaign Contacts List
The main table displays all contacts in the campaign.Contact Information Display
Each row shows: Contact Name: First and last name of the contact. Phone Number: The number to be called. Status: Current processing status for this contact. Result: Outcome if call was completed. Actions: Available operations for this contact.Sorting and Ordering
Contacts may be sorted by:- Status (pending, completed, etc.)
- Name
- Date processed
- Result
Filtering
Filter the contact list to focus on specific segments:- By status (pending only, failed only, etc.)
- By result (success, voicemail, etc.)
- By date processed
Pagination
For large campaigns, pagination allows navigation:- View contacts in batches
- Navigate between pages
- Choose page size
Contact Row Status
Each contact progresses through distinct statuses.Pending
Contact is waiting to be called:- In queue for processing
- Will be called when campaign is running
- Order based on campaign configuration
In Progress
Contact is currently being called:- Call is active
- Waiting for outcome
- Brief transitional state
Completed
Contact has been processed:- Call attempt was made
- Result is recorded
- No further automatic action
Failed
Technical issue prevented the call:- Network error
- System issue
- Invalid number detected during attempt
Skipped
Contact was excluded:- Invalid data detected
- Duplicate identified
- Other exclusion criteria met
Canceled
Campaign stopped before contact was called:- Campaign ended prematurely
- Contact was never attempted
- Can be included in new campaign if needed
Campaign Controls
Manage campaign execution with available controls.Start Campaign
Begin executing a draft or new campaign:- Initiates calling process
- Campaign status changes to Running
- Contacts begin being processed
Pause Campaign
Temporarily halt execution:- Stops new calls from initiating
- In-progress calls complete
- Campaign can be resumed later
Resume Campaign
Continue a paused campaign:- Restarts calling process
- Picks up where it left off
- Continues processing pending contacts
Stop Campaign
Permanently end the campaign:- No further calls will be made
- Campaign cannot be resumed
- Status changes to Canceled
Retry Failed
Re-attempt failed contacts:- Only targets contacts with Failed status
- Creates new call attempts
- Useful after resolving issues
Testing Campaigns
Validate campaign configuration before full launch.Test Call Functionality
Before launching a campaign, make test calls:- Access the test call option
- Enter your phone number
- Initiate test call
- Experience the call as a contact would
- Verify AI employee behavior
What to Test
Greeting: Is the opening appropriate for the campaign? Script flow: Does the conversation match objectives? Handling: How are common responses managed? Transfers: If configured, do transfers work correctly? Conclusion: Does the call end appropriately?Test with Sample Contacts
Consider running a mini campaign first:- Create campaign with small subset
- Use 5-10 contacts
- Run the campaign
- Review all outcomes
- Adjust before full launch
Handling Failed Contacts
Address contacts that encountered issues.Identifying Failures
Review the failed count on statistics cards:- High numbers indicate systematic issues
- Low numbers may be normal
Common Failure Reasons
Network issues: Temporary connectivity problems. Invalid numbers: Numbers that appear valid but are not. System errors: Platform or integration issues. Audio problems: Call connected but audio failed.Investigating Failures
Review individual failed contacts:- Click to see failure details
- Look for patterns
- Identify common issues
Retry Strategies
Immediate retry: Use retry failed button for quick retry. Delayed retry: Pause and retry later when issues may be resolved. Manual handling: For persistent failures, consider manual outreach. Exclusion: Remove contacts that cannot be reached.Preventing Future Failures
Data validation: Clean contact data before campaigns. Number verification: Use validation services when possible. Gradual scaling: Start small to identify issues early.Campaign Completion
When all contacts are processed, the campaign completes.Completion Status
Campaign shows Completed status when:- All contacts have been attempted
- No pending contacts remain
- Processing is finished
Final Statistics
Review final campaign metrics:- Total contacts processed
- Success rate achieved
- Distribution by outcome
- Duration of campaign
Post-Campaign Analysis
After completion:- Review overall success rate
- Analyze failure patterns
- Listen to sample conversations
- Document learnings
Acting on Results
Successful contacts: Follow up as appropriate for your objectives. Voicemail contacts: Consider callback timing. No answer contacts: May warrant retry campaign. Failed contacts: Investigate and potentially retry.Exporting Campaign Results
Extract campaign data for external use.Export Options
Depending on configuration, export may include:- Contact list with results
- Summary statistics
- Conversation links
- Outcome details
Export Formats
Common export formats:- CSV for spreadsheet analysis
- JSON for system integration
- PDF for reporting
Data Included
Exports typically contain:- Contact information
- Call outcome
- Timestamps
- Duration
- Custom properties