> ## Documentation Index
> Fetch the complete documentation index at: https://docs.fluents.ai/llms.txt
> Use this file to discover all available pages before exploring further.
# Campaigns
> Reach a list of contacts automatically by phone, email or SMS. Set up a campaign, build the outreach flow, import contacts, and start it.
A **campaign** reaches a list of contacts for you, one contact at a time, following
a sequence you define. Each contact enters the campaign, moves through your
outreach steps, and leaves when they respond or when the campaign runs out of steps.
Outreach is not only phone calls. A step can be a **phone call**, an **email**, or
an **SMS**, so a campaign can call someone and follow up by text a day later.
## Before you start
Two things must exist first. Set both up and the rest takes a few minutes.
Sets the days, hours and timezone the campaign may contact people. See
**[Campaign schedules](./campaign-schedules)**. The dialog will not let you
continue without one.
Calls have to come from somewhere. See **[Numbers](./numbers)**. Without one you
can build the whole campaign and still not be able to create it.
***
## 1. Name it and pick a schedule
Go to **Campaigns** and select **New Campaign**.
Enter a **Campaign name**. Then choose a **Campaign schedule**. The dialog shows the
schedule's days, hours and timezone so you can check it before continuing. If you
have none, **Create campaign schedule** takes you to the editor and brings you back.
Select **Next**.
## 2. Build the outreach flow
The flow starts from **When a contact is added**. Everything below happens to each
contact in order.
Each step has a type: **Phone call**, **Email**, or **SMS**. A phone call step needs
an **Agent**.
**Add next outreach** adds a follow up, with a delay between the two. The delay
defaults to **1 day after phone call**, and you can change both the number and the
unit.
Follow up steps default their agent to **Same as initial call**, and offer two
options the first step does not have:
* **Override initial message**, so a second call can open differently from the first
* **Override voicemail message**
A second call that opens with "Hi, I tried you yesterday" lands far better than
one that repeats the original greeting. That is what Override initial message is
for.
Select **Next**.
## 3. Choose who it comes from
**Calls will come from** picks the caller ID your contacts see. You can select
**individual numbers**, or a **tag**, which uses every number carrying that tag and
spreads the traffic across them.
**Exit Criteria** shows when a contact is automatically removed. These are fixed and
cannot be edited:
* The contact answers a call from this campaign
* The contact asks to stop receiving communication on any channel
* The contact's number is unreachable
Select **Create Campaign**. The campaign is created as a **Draft** and does not
contact anyone yet.
***
## 4. Add contacts
On the **Contacts** tab, choose **Upload a CSV** or **Set up CRM integration**.
For a CSV, drop the file in and confirm **Data has headers**. **Skip contacts with
duplicate phone numbers** is on by default, so re-uploading a list will not create
duplicates.
Then **drag** the column holding the phone number onto **To Number**. That is the
only required mapping. Every other column comes along as context your agent can use,
so a `first_name` column lets the agent greet people by name.
Select **Import**. Any row that cannot be imported is listed with its row number and
the reason, and the rest still import.
A contact can be a phone number, a **SIP URI**, or a **WhatsApp address**. Numbers
are validated on import, so reserved test ranges such as `555` are rejected.
***
## 5. Start it
Use **Start** to begin, or **Schedule Start** to begin at a future time. Until then
the campaign stays a **Draft**.
The campaign page has five tabs:
| Tab | What it is for |
| ----------------- | ------------------------------------------------------------------------------------------------------------------------------ |
| **Overview** | Total contacts, how many are Scheduled, Exited and Errored, the start date, and **Step metrics** broken down by outreach step. |
| **Communication** | The outreach flow you built. |
| **Contacts** | Who is in the campaign and where each came from. |
| **Activity** | What the campaign has been doing. |
| **Settings** | The campaign's own configuration. |
Campaign statistics may be delayed by up to **4 hours**. If a number looks wrong
straight after a run, check again later before investigating.
***
## Reading the campaigns list
**Manage** lists your campaigns and **Monitor** shows activity. The **In Use** and
**Archived** filters switch between active and retired campaigns.
| Column | What it shows |
| ----------------- | ----------------------------------------------- |
| **Created At** | When it was created. |
| **Campaign Name** | Its name. |
| **Status** | Whether it is running. |
| **# Scheduled** | Contacts with outreach queued. |
| **# Exited** | Contacts who have left. |
| **# Errored** | Contacts whose outreach could not be delivered. |
***
## Keeping deliverability healthy
Carriers flag numbers that call too much. Two habits protect you:
* Keep a single number under roughly **100 calls per day**. Add numbers and use a
tag to spread traffic rather than pushing one number harder.
* Set **call pacing** on your numbers so the platform spaces calls out for you. See
**[Numbers](./numbers)**.
Before running production volume, register your business with us so your numbers are
set up correctly with our telephony partners.
***
## Where to go next
* Set the days and hours outreach is allowed in **[Campaign schedules](./campaign-schedules)**.
* Buy, tag and pace numbers in **[Numbers](./numbers)**.
* Review what happened on campaign calls in **[Calls](./call)**.