> ## 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.

# Set Up Your First Campaign

> Launch a simple outbound calling campaign using your outbound agent and a small CSV list of contacts.

# Set Up Your First Campaign

This quickstart shows how to launch a **simple outbound campaign**:

* You’ll call a small CSV list (2 contacts) with your **outbound agent**.
* Each contact will receive **one phone call**.
* Calls go out during normal business hours in **Pacific Time**.
* You’ll see where to assign numbers, import contacts, and start the campaign.

> This guide assumes you’ve already created an outbound agent using\
> **[Create Your First Outbound Agent](/product/quickstart/first-outbound-agent)**.

***

## What You’ll Do

* Prepare a **2-contact CSV** file for testing
* Create a **new campaign** in the Campaigns wizard
* Configure a simple **contact window** (weekdays, business hours)
* Build a **single phone step** using your outbound agent
* Assign a **caller number** and import the CSV contacts
* Start the campaign and see where to monitor results

For a deeper explanation of campaign concepts and all options, see the\
**[Campaigns Feature Guide](/product/features/campaigns)**.

***

## Video walkthrough: Set up your first campaign

<iframe className="w-full aspect-video rounded-xl" src="https://www.youtube.com/embed/HcBQTOg7Odg" title="Set up your first campaign" frameBorder="0" allow="accelerometer; autoplay; clipboard-write; encrypted-media; gyroscope; picture-in-picture" allowFullScreen />

***

## Best practices (recommended)

### 1. Register your business (recommended before production)

Before running production outbound volume, please complete our business registration form and include the phone numbers you plan to use:

* [Click here to register your business](https://docs.google.com/forms/d/e/1FAIpQLScUFbvH6BGrPhVvGCwcbuRBMrxfmvPImH9e0SwMM6nhJycdkA/viewform)

We use this information to provision your outbound calling setup with our telephony partners and make sure your current and future numbers are configured for the best deliverability.

### 2. Don’t overload a single number

As a general guideline, we recommend **no more than \~100 calls per day per number**.

If you need more volume, add additional numbers and distribute traffic across them.

### 3. Want help setting this up?

If you’d like guidance on campaign setup, deliverability, or dialing strategy, you can schedule time with our team:

* Schedule a call: [https://calendar.app.google/bTZ34YmEB1wvjNSw5](https://calendar.app.google/bTZ34YmEB1wvjNSw5)

***

## 1. Prepare a tiny CSV file

Create a CSV file on your computer called `first-campaign-test.csv` with 2 contacts.

It needs at least these columns:

* `to_number` — the phone number the campaign will call
* `first_name` — used as `{first_name}` in your agent prompt and messages

Example CSV content:

```CSV theme={null}
to_number,first_name
+15551230001,Alice
+15551230002,Bob
```

You can adjust the numbers to your own test phones if needed. The important part is to have:

* A column with phone numbers
* A column with first names

***

## 2. Create a new campaign

1. In the left sidebar, go to **Campaigns**.
2. Click **New Campaign**.
3. In the **Create campaign** dialog:
   * Enter a **Campaign name**, for example: `Test – First Outbound Campaign`.
   * (Optional) Add a **Campaign description**, such as `2-contact test with Outbound Demo Assistant`.
4. Click **Create**.

You’ll enter the campaign wizard, where you’ll configure:

* Contact window
* Outreach flow (steps)
* Numbers and exit settings
* Contacts (CSV or CRM)
* Start and monitoring

You can keep the campaign in **Draft** until you’re ready to start it.

***

## 3. Set a simple contact window

In the wizard, go to the **Contact window** section.

1. Under **Weekly Contact Window**:
   * Select weekdays only (e.g., Monday–Friday).
   * Set a time range such as **9:00 AM – 5:00 PM**.
2. Under **Timezone**:
   * Set the primary timezone to **Pacific Time** (or your business timezone).
   * Leave fallback behavior at the default for this simple test.
3. Leave **Date Overrides** empty for this quickstart (no blackout dates).

This ensures calls from this campaign only happen during normal business hours.

***

## 4. Build a simple outreach flow

Next, open the **Build your outreach flow** step.

1. For **Step 1**:
   * Make sure the step type is **Phone call**.
   * Choose your outbound agent from the **Agent** dropdown (for example, `Outbound Demo Assistant`).
2. Under **When to place call**:
   * Select **At the earliest eligible time**.
3. For this first campaign, do not add additional steps:
   * Keep it as a **single phone call** per contact.

You now have a one-step call flow: each contact gets one outbound call during the allowed window.

***

## 5. Assign a caller number

Go to **Configure your settings**.

1. Under **Outbound Configurations** (or the phone call settings area):
   * Choose **Select from numbers**.
   * Pick **one number** you want this campaign to use as the caller ID.

You can change this later or add more numbers as your usage grows.

***

## 6. Import contacts from CSV

In the wizard, go to **Add your contacts**.

1. Choose **Upload CSV**.
2. Select the `first-campaign-test.csv` file you created.
3. On the upload screen:
   * Confirm that **Data has headers** is checked.
4. In the mapping step:
   * Map `to_number` to the **phone / destination number** field.
   * Map `first_name` to the **first\_name** context field (or equivalent).
5. Click **Import**.

You should see that **2 contacts** have been added to the campaign.

Mapped fields (like `first_name`) will be available to your outbound agent, so it can greet contacts (e.g., “Hi Alice”).

***

## 7. Start the campaign

When your contact window, outreach flow, numbers, and contacts all look good:

1. Go to the campaign’s **Overview** page.
2. Review the key details:
   * Name and description
   * Contact window
   * One phone step using your outbound agent
   * Assigned number
   * 2 contacts imported
3. Click **Start** (or **Schedule Start** if you prefer to start later).

Once started:

* The status will change from **Draft** to **Active**.
* The system will begin placing calls to the contacts, respecting:
  * The contact window, and
  * Your scheduling setting (earliest eligible time).

***

## 8. Monitor and pause

After starting the campaign:

* On the **Overview** page you’ll see high-level stats (for example: queued, active, exited).
* You can **Pause** the campaign at any time to stop new calls going out.

To inspect individual calls:

1. Go to **Calls** or **Call history** in the sidebar.
2. Filter by campaign, date range, and status.
3. Click into a call to:
   * See the outcome,
   * Listen to the recording (if enabled),
   * View any post-call analysis or actions.

***

## Where to go next

Now that you’ve launched a simple test campaign:

* Expand your understanding of campaigns in the\
  **[Campaigns Feature Guide](/product/features/campaigns)**.

* Refine your outbound agent using:
  * **[Create Your First Outbound Agent](/product/quickstart/first-outbound-agent)**
  * **[Agents – Basic Settings](/product/concepts/agent/basic)**
  * **[Agents – Advanced Settings](/product/concepts/agent/advanced)**
  * **[Agents – Post‑Call Actions](/product/concepts/agent/post-call)**

* Explore how numbers and providers affect outbound caller IDs:
  * **[Numbers Feature Guide](/product/features/numbers)**
  * **[Providers](/product/features/providers)**

As you gain confidence, you can:

* Increase CSV list size
* Add more steps (second call, SMS/email follow-up)
* Build richer campaigns that automate your outbound workflows