> ## Documentation Index
> Fetch the complete documentation index at: https://docs.getarbol.com/llms.txt
> Use this file to discover all available pages before exploring further.

# Campaign Management

> Detailed guide to managing individual campaign details and contacts

# Campaign Management

## Table of Contents

1. [Accessing Campaign Details](#accessing-campaign-details)
2. [Campaign Header Information](#campaign-header-information)
3. [Campaign Statistics](#campaign-statistics)
4. [Campaign Contacts List](#campaign-contacts-list)
5. [Contact Row Status](#contact-row-status)
6. [Campaign Controls](#campaign-controls)
7. [Testing Campaigns](#testing-campaigns)
8. [Handling Failed Contacts](#handling-failed-contacts)
9. [Campaign Completion](#campaign-completion)
10. [Exporting Campaign Results](#exporting-campaign-results)

***

## Accessing Campaign Details

Navigate to a campaign's detail page to manage and monitor a specific campaign.

### Navigation

1. Go to **Campaigns** from the main navigation
2. Click on the campaign name you want to view
3. 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

**Button location**: Visible when campaign is Running

### Resume Campaign

Continue a paused campaign:

* Restarts calling process
* Picks up where it left off
* Continues processing pending contacts

**Button location**: Visible when campaign is Paused

### 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

**Button location**: Visible when failed count is greater than zero

***

## Testing Campaigns

Validate campaign configuration before full launch.

### Test Call Functionality

Before launching a campaign, make test calls:

1. Access the test call option
2. Enter your phone number
3. Initiate test call
4. Experience the call as a contact would
5. 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:

1. Create campaign with small subset
2. Use 5-10 contacts
3. Run the campaign
4. Review all outcomes
5. 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:

1. Review overall success rate
2. Analyze failure patterns
3. Listen to sample conversations
4. 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

### Use Cases for Exports

**Reporting**: Create campaign summaries for stakeholders.

**Analysis**: Import to analytical tools for deeper review.

**Integration**: Feed results to other business systems.

**Documentation**: Maintain records for compliance.

***

## Summary

Effective campaign management requires understanding the campaign lifecycle, monitoring progress actively, and responding appropriately to issues. By using the available controls, statistics, and contact-level visibility, you can ensure campaigns run smoothly and achieve their objectives.

Remember that each campaign provides learning opportunities. Document what works, investigate what does not, and continuously refine your approach for better results over time.
