Campaign Management

Design, launch, and monitor outbound calling campaigns to reach your target audience and achieve your sales goals with intelligent automation.

Overview

Campaigns are the backbone of your outbound calling strategy, allowing you to organize your calling efforts, target specific contact segments, and track performance metrics. Each campaign can be configured with unique parameters including calling schedules, retry logic, success criteria, and advanced features like live call transfers and voicemail handling.

The campaign system provides intelligent pacing that respects calling hours and contact preferences, with real-time monitoring and detailed reporting to help you optimize campaign performance and ROI. You can set up campaigns to run automatically or manually control their execution based on your business needs.

Advanced features include A/B testing capabilities, dynamic contact prioritization, and integration with your existing marketing automation tools for seamless lead management. The system supports both immediate campaign launches and scheduled campaigns for optimal timing.

Creating a Campaign

Creating a campaign involves several key steps that ensure your outreach is properly configured and optimized for success. The campaign creation process is designed to be intuitive while providing access to advanced features for power users.

Campaign Creation Process

STEP 1 Enter essential campaign information including a unique campaign name, select your target contact list, set the start date and time, choose your timezone, and configure success metrics to track campaign performance.
STEP 2 Choose your pre-configured AI voice agent from the available options. The system will only show voice agents that are compatible with your selected contact list. You can also select between Normal mode (recommended) and Lightning mode for faster execution.
STEP 3 Configure how your calls will be distributed. You can choose to execute all calls immediately or split them across specific days of the week with a defined number of calls per day for better pacing and higher contact rates.
STEP 4 Set up additional features including call retry logic, live call transfer capabilities, voicemail handling, and phone number assignment. These options help maximize your campaign's effectiveness and provide flexibility in call handling.
STEP 5 Review all campaign settings, save your configuration, and launch the campaign when ready. The system will validate your settings and provide feedback on any issues that need to be addressed.

Campaign Details Configuration

The campaign details section is where you define the fundamental parameters of your outreach campaign. Each setting plays a crucial role in determining how your campaign will execute and what results you can expect.

Campaign Details Settings

Campaign Name: Create a unique, descriptive name for your campaign. This name will be used throughout the system for identification, reporting, and management purposes. Choose a name that clearly indicates the campaign's purpose and target audience.
Contact List Selection: Select the contact list that contains your target audience. Campaigns are limited to one contact list each, so ensure your list is properly segmented and contains all the contacts you want to reach. Contact lists must be uploaded in the Contacts section prior to campaign creation.
Start Date and Time: Set when you want your campaign to begin. You can schedule campaigns for future dates or set them to start immediately. The system will enforce future dates for new campaigns to prevent accidental immediate launches.
Time Zone Configuration: Define the primary time zone for your campaign operations. All call scheduling, campaign activities, and reporting will follow this selected time zone. The default is your browser's time zone, but you can change it to match your target audience's location.
Success Metrics: Choose which metrics to track for your campaign. You can select from predefined metrics like call duration, conversion rate, and appointment bookings, or create custom metrics to track specific business goals relevant to your campaign objectives.
Phone Number Assignment: Select the phone number that will be used as the caller ID for your campaign. This number will appear on recipients' caller ID when your voice agent makes calls. Choose a number that represents your business and is familiar to your target audience.

Success Metrics

Success metrics are data points that you want to measure or extract from each call. These metrics help you track the outcomes and key information discussed during conversations, and are included in your exported call logs for further analysis.

Unlike traditional systems that only allow simple yes/no (boolean) outcomes, our platform enables you to define any type of success metric—whether it's a date, a phrase, a number, or any other value. Our AI can dynamically extract these values from the conversation as the call happens.

Success Metric Examples

Policy Expiration Date: Extract the specific date a customer's policy expires.
Prospect would like to book a meeting: Capture if and when a prospect expresses interest in scheduling a meeting.
Customer's Preferred Callback Time: Record the time a customer requests a follow-up call.
Quoted Price: Extract the price discussed or agreed upon during the call.
Reason for Call: Identify the main reason the customer called or was contacted.

Success metrics are flexible and can be tailored to your business needs. You can define as many as you need, and our AI will extract the relevant values from each conversation automatically.

Voice Agent Configuration

Your voice agent is the AI representative that will make calls on behalf of your business. The system automatically filters available voice agents based on your selected contact list, ensuring compatibility and optimal performance.

Voice Agent Settings

Voice Agent Selection: Choose from your pre-configured voice agents that are compatible with your selected contact list. Each voice agent has specific instructions, personality traits, and capabilities that determine how they interact with contacts during calls.
Speed Mode Configuration: Select between Normal mode (recommended) and Lightning mode. Normal mode provides standard calling pace with optimal conversation quality and full feature support. Lightning mode offers 3X faster conversation speed for increased campaign efficiency, though some features like voicemail and live call transfer are not available.
Agent Compatibility: The system automatically shows only voice agents that are compatible with your selected contact list. If no voice agents are available, you'll need to create or configure voice agents for your contact list before proceeding with campaign creation.

Call Scheduling and Distribution

Intelligent call scheduling helps maximize your contact rates and ensures your campaigns respect both your business hours and your contacts' preferences. The system provides flexible options for distributing calls over time.

Scheduling Options

Immediate Execution: Launch all calls simultaneously at the scheduled start time. This option is ideal for time-sensitive campaigns or when you want to reach your entire audience quickly. The system will respect calling hours and contact preferences automatically.
Split Call Distribution: Distribute calls across specific days of the week with a defined number of calls per day. This approach helps maintain consistent pacing, improves contact rates, and prevents overwhelming your audience with too many calls at once.
Day Selection: Choose which days of the week your campaign should run. You can select specific days that align with your business hours or target audience availability. The system provides a visual interface for easy day selection.
Calls Per Day Configuration: Set how many contacts should be called each day when using split distribution. This helps control the pace of your campaign and ensures even distribution of your calling efforts over time.
Schedule Preview: Review a detailed breakdown of scheduled dates and associated contacts before launching your campaign. The system shows exactly when each contact will be called and provides estimates for campaign duration and completion.

Advanced Campaign Options

Advanced options provide additional control over how your campaign operates and handles various call scenarios. These features help maximize your campaign's effectiveness and provide flexibility in call handling.

Advanced Features

Call Retry Logic (Beta): Enable automatic retries for unanswered calls to maximize contact rates. When enabled, you can set a specific retry interval (20-60 minutes) after which the system will attempt to reach contacts who didn't answer the initial call. This feature significantly improves overall contact rates.
Live Call Transfer: Allow the AI voice agent to transfer active calls to a human team member when requested by the contact or when specific conditions are met. You can configure multiple transfer phone numbers with labels for different departments or team members. Note that transferred calls are not recorded and this feature is not available in Lightning mode.
Voicemail Handling: Configure how the system handles unanswered calls. You can choose to hang up immediately or leave a voicemail message using the voice agent's pre-configured voicemail instructions. Voicemail functionality requires the voice agent to have voicemail instructions configured and is not available in Lightning mode.

Campaign Management and Monitoring

Once your campaigns are created, you can monitor their progress, adjust settings, and manage their lifecycle through the campaign management interface. The system provides comprehensive tools for campaign oversight and optimization.

Management Features

Campaign Status Tracking: Monitor your campaigns through various status stages: Draft (being configured), Ready (configured and ready to launch), Active (currently running), and Complete (finished execution). Each status provides clear visibility into campaign progress.
Real-time Monitoring: Track campaign performance in real-time with live updates on call progress, contact rates, and success metrics. The system provides immediate feedback on campaign performance and highlights any issues that need attention.
Campaign Actions: Perform various actions on your campaigns including launching, pausing, resuming, and editing. You can modify campaign settings for campaigns that haven't been launched yet, and pause active campaigns to make adjustments or address issues.
Performance Analytics: Access detailed analytics and reporting for each campaign, including call outcomes, conversion rates, and ROI metrics. Use this data to optimize future campaigns and improve your overall calling strategy.

Best Practices for Campaign Success

Following best practices helps ensure your campaigns achieve optimal results and provide the best experience for both your business and your contacts. These guidelines are based on successful campaign patterns and industry best practices.

Success Guidelines

Contact List Preparation: Ensure your contact lists are clean, properly segmented, and contain accurate information. Remove duplicate entries, verify phone numbers, and segment contacts based on relevant criteria like location, interests, or previous interactions.
Voice Agent Optimization: Create voice agents with clear, compelling instructions that align with your campaign goals. Test your voice agents thoroughly before launching campaigns to ensure they can handle various scenarios and objections effectively.
Call Timing Strategy: Use split call distribution to spread calls across multiple days and times. This approach typically results in higher contact rates and better overall campaign performance compared to calling all contacts at once.
Success Metric Selection: Choose success metrics that align with your specific business objectives. Don't just track generic metrics - select or create custom metrics that directly measure the outcomes you want to achieve from your campaign.
Retry Logic Configuration: Enable call retry logic with appropriate intervals (20-60 minutes) to maximize contact rates. This feature can significantly improve your overall campaign performance by reaching contacts who were unavailable during initial attempts.
Monitoring and Optimization: Regularly monitor campaign performance and be prepared to make adjustments. Pause campaigns if issues arise, analyze performance data to identify optimization opportunities, and use insights to improve future campaigns.

Getting Started with Your First Campaign

Creating your first campaign is straightforward with the guided interface. Start with a simple campaign to familiarize yourself with the system, then gradually explore advanced features as you become more comfortable with the platform.

Remember that successful campaigns require proper preparation of your contact lists and voice agents. Take the time to configure these elements properly before launching your first campaign to ensure optimal results.

The campaign system is designed to scale with your business needs. As you gain experience, you can explore advanced features like A/B testing, dynamic contact prioritization, and integration with your existing marketing tools to further optimize your outbound calling strategy.

Last updated: July 10th 2025

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