Campaign Management

Use this page after a campaign exists. It explains how to monitor performance, manage contacts, adjust settings, and review goals and analyses. Access: Navigate to Campaigns in the main menu.

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Campaign List

The campaigns page displays all your campaigns in a table. Use the search bar to find campaigns by name, and sort by name, status, or date. You can select multiple campaigns for bulk actions.

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Campaign Statuses

Change a campaign’s status directly from the list page using the status dropdown, or from the campaign detail view.

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Campaign Detail

Once a campaign is created, the detail view contains four tabs:

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Dashboard

The Dashboard shows aggregate campaign performance:

• quick stats: conversations, duration, answer rates, goal achievement
• contact status breakdown (pending, dialing, called, retry, completed, failed, no conversation)
• goal analysis breakdown
• answer-status rates (human, machine, no answer, rejection)
• human-answer heatmap by day and hour — useful for identifying better calling windows

Use toolbar refresh to fetch current data.

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Settings

The settings tab lets you control all campaign behavior. All fields from creation are editable, plus additional options.

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General

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Phone Numbers

The settings tab shows a phone number management table. Add more numbers here when you want rotation across multiple outbound numbers. The system automatically excludes numbers when their spam score reaches the configured threshold.

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Rotation Settings

Only visible when two or more phone numbers are assigned.

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Call Settings

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Contacts

The contacts tab manages who gets called in the campaign.

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Contact Table

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Contact Statuses

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Adding Contacts

Click Add Contacts to open a panel with two tabs:

• Add from Existing — Search and filter available contacts, add contacts individually, add selected contacts, or add all filtered contacts.
• Import CSV — Upload campaign contacts directly from a CSV file.

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Import and Export

• CSV Import — Drag and drop a CSV file (max 5 MB) to import contacts. The import runs in the background and shows progress.
• Export — Export campaign contacts with all metrics. Available formats: CSV (comma), CSV (semicolon), Excel (.xlsx), JSON (.json). Export history is accessible from the export panel.

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Goals

Define what the campaign should achieve for each contact.

• Primary Goal — One per campaign. The main success criterion (e.g., book an appointment, confirm attendance).
• Secondary Goals — Unlimited. Additional objectives tracked alongside the primary goal.

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Goal Results

Each goal is evaluated per contact based on all their conversations:

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Managing Goals

• Click Add Goal to create a new goal with a name, description, and primary/secondary designation
• Edit any goal’s name, description, or type
• Archive goals you no longer need — archived goals are hidden but can be restored from the archive view

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Analyses

Define questions that are evaluated for each conversation in the campaign. Each analysis can be toggled active or inactive.

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Question Types

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Managing Analyses

• Click Add Analysis to create a new question with name, description, and type
• Toggle analyses active or inactive
• Archive analyses you no longer need — restore from the archive view when needed

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Next Steps