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Campaigns

What is a campaign?​

Campaign is a process of organizing mass simultaneous calls to achieve maximum coverage in a short time. A campaign combines a script, customer group, and phone numbers for call automation.

Main Functions​

  • Creating campaigns — "Create" button in the top panel
  • Editing — click on campaign row
  • Start/stop — campaign operation management
  • Search and filtering — by name, type, status
  • Bulk deletion — select multiple campaigns

Information in the table:​

  • Type — campaign type (outbound, inbound)
  • Name and description — campaign goals
  • Status — current state (Draft, Active, Completed)
  • Actions — available operations

Creating a Campaign​

Step 1: Basic Information​

  1. Click "Create" → fill in name and description
  2. Select campaign type (outbound/inbound)

Step 2: Parameter Setup​

  1. Select script — customer interaction logic
  2. Configure subscriber group — database with customer phone numbers
  3. Select number — phone number for making calls
  4. Configure working hours — when campaign should work

Step 3: Launch​

  1. Check all settings
  2. Click "Start" → confirm launch
  3. Track statistics in real time

Campaign Management​

View Information​

  • Click on campaign row → editing
  • Information icon (ℹ️) → detailed information

Search and Filtering​

  • Search by name or description
  • Filter by type or status
  • Sort by any column

Campaign Statuses​

  • Draft — created but not configured
  • Ready to launch — all settings completed
  • Active — working and making calls
  • Paused — temporarily stopped
  • Completed — successfully executed
  • Error — an error occurred

Troubleshooting​

Campaign Won't Start​

Reasons: no script selected, subscriber group not configured, no number selected, insufficient funds Solution: check all settings, ensure sufficient balance

Changing Active Campaign Settings​

Limitations: some settings cannot be changed during operation, need to stop campaign first

Campaign Shows Error​

Actions: read error description, check settings, ensure data correctness

Tips​

Campaign Organization​

  • Use clear names and descriptions
  • Group by types using filters
  • Plan campaigns in advance

Monitoring​

  • Regularly check campaign statuses
  • Track errors and fix them promptly
  • Analyze work results in statistics
  • Scripts — creating and configuring interaction logic
  • Databases — subscriber group management
  • Telephony — phone number configuration
  • Statistics — campaign effectiveness analysis
  • Billing — campaign cost control