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A campaign takes a set of contacts, runs them through a sequence, and tracks what happened. It’s the unit you launch, pause, and measure.

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Building one

1

Define the goal

One outcome per campaign — book a service visit, recover an unsold quote, sell a maintenance plan. A campaign with two goals converts on neither, because the message can’t be sharp about either.
2

Select the audience

Filter contacts by tag, source, status, or custom field. Tighter is better: a hundred well-chosen contacts outperform a thousand vaguely relevant ones, and cost less.
3

Choose the agent

The agent that will make the calls. Its knowledge applies as normal, so it can answer questions and book on the spot rather than promising a callback.
4

Attach a sequence

The steps that run per contact — calls, texts, emails, voicemail drops, and the waits between. See Sequences.
5

Set the schedule

When the campaign may contact people. Respect the contact’s local time, not yours.
6

Test on a handful

Run ten contacts, ideally including your own number. Listen to a call and read a text before you release the rest.
Calling hours are legally restricted — generally 8am to 9pm in the called party’s local time, and tighter in some states. Set your schedule conservatively; a campaign that dials at 7:45am is a complaint waiting to happen. See Recording & consent.

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Pacing

Don’t launch a thousand calls at once. It floods your team with callbacks, concentrates any configuration mistake across your whole list, and looks like exactly what regulators watch for.
Start at a volume your team can absorb if everyone calls back at once. Scale up when you’ve seen a full cycle complete cleanly.

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Monitoring

A campaign shows progress through its contact list, per-step outcomes, and the calls and conversations it generated. Watch the first hours closely:
Pause a campaign at any time. Contacts mid-sequence hold where they are and resume when you restart it.

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Measuring

Judge on booked jobs and revenue. Contact rate and reply rate are diagnostics for fixing a campaign, not measures of whether it worked. Calls generated by a campaign appear in your call logs like any other, with full transcripts — the fastest way to understand why a campaign is or isn’t converting.