- Name your campaign + choose/create a campaign schedule
- Build your outreach (steps and follow-ups)
- Select outbound numbers and review exit criteria
- Create campaign, then add contacts and start
Campaigns (Core Concept).
Video: Campaign
Enable the beta Campaigns wizard (if needed)
On the Campaigns page, you may see a toggle labeled Use beta campaigns. Turn it on to use the wizard flow described in this guide.Campaign statistics may be delayed by up to 4 hours (shown in the UI).
Step 1 — Create the campaign (name + schedule)
- Go to Campaigns in the sidebar.
- Click New Campaign.
- In Create campaign:
- Campaign name (required)
- Campaign description (optional)
- Campaign schedule (required): select an existing schedule or create a new one
Create / edit a campaign schedule
A campaign schedule controls when the campaign is allowed to place calls (and send steps). In the schedule editor, configure:- Outreach schedule: days of week + allowed contact times
- Timezone (Primary): the timezone used to interpret the schedule
Step 2 — Build your outreach
In the Outreach step, you define what happens for each contact.Add steps and follow-ups
- Choose the step type (for example, Phone call).
- For phone call steps, select the Agent that will place the call.
- To add follow-ups, add another step and set a delay like:
- “1 day after phone call”
Step 3 — Configure settings (numbers + exit criteria)
In Configure your settings, you’ll typically see:Outbound Settings (Calls)
- Calls will come from (required)
Choose the caller ID(s) your campaign will use. This can include:- selecting specific numbers, and/or
- selecting numbers by tag
Exit Criteria (informational)
Exit criteria describe when a contact is automatically removed from the campaign. Common examples shown in the UI:- Contact answers a call from this campaign
- Contact explicitly requests to stop receiving communication via any outreach channel
- Contact’s number is unreachable
Create the campaign
After you finish Step 3, click Create Campaign. You’ll land on the campaign’s main page, where you can manage everything in one place.Add contacts (after creation)
On the campaign page, open the Contacts tab. You can add contacts by:- Upload a CSV (import contacts from a file), or
- Set up CRM integration (connect a CRM and import contacts into this campaign)
Start, schedule, and monitor a campaign
From the campaign page, you’ll typically have controls like:- Start — begin outreach
- Schedule Start — start at a future time
- Save / Save and exit
- Delete Campaign
Campaign list: Manage vs Monitor
On the main Campaigns page, you may also see:- Manage tab — create and manage campaigns
- Monitor tab — monitor activity/performance (depending on your account/UI)
Where to go next
- Understand caller IDs and number tags: Numbers
- Review outcomes and recordings from campaign calls: Call history
- Learn how agents behave during campaign calls: Agent Feature Guide

