Creating a Campaign

Create and configure a campaign to reach many leads on phone, WhatsApp, or SMS.

​

Prerequisites

Depends on the channel:

• Call: OUTBOUND assistant with a phone number, minutes balance
• WhatsApp: Connected sender + approved template, chat credits
• SMS: SMS-capable from-number (SMS campaigns may be temporarily unavailable)
• Leads ready to import or add manually

​

Campaign Setup

​

1. Basic Information

Campaign Name: Descriptive name for easy identification
Channel: Call, WhatsApp, or SMS
Call only — Assistant: Which OUTBOUND AI assistant will dial

​

2. Scheduling Configuration

​

Schedule windows

Prefer one or more daily windows (start / end as HH:MM):

• Multiple intervals allowed (e.g. 09:00–12:00 and 14:00–18:00)
• Overnight windows when end is earlier than start (e.g. 16:00→02:00)
• Optional scheduled start datetime to auto-start later

Legacy single start/end times still work and map to one window.

​

Allowed Days

Select which days of the week to send/call:

• Default: Monday through Sunday
• Business only: Monday through Friday
• Custom: Choose specific days

​

3. Retry Settings

​

Basic Retry Options

• Max retries: 1-5 attempts for unanswered calls (default: 3)
• Retry interval: 10-4320 minutes between attempts (default: 60 minutes)

​

Advanced Retry Conditions

Retry on Voicemail:

• Enabled: Continue calling until human answers
• Disabled: Count voicemail as attempted contact

Retry Until Goal Completed:

• Enabled: Keep calling until objective is achieved
• Goal variable: Select boolean variable from assistant’s post-call schema
• Use case: Sales calls, appointment booking, lead qualification

​

4. Lead Management

​

Adding Leads

Manual Entry:

• Add individual leads with phone numbers
• Include names and additional contact information

CSV Import:

• Upload spreadsheet with lead information
• Required: Phone number column
• Optional: Name, email, additional fields

Integration Import:

• Import from GoHighLevel, Google Sheets, or other connected platforms
• Automatic sync with external lead sources

​

Secondary Contacts

Call campaigns only — additional phone numbers for the same lead:

• Use case: Multiple decision-makers, backup contacts
• Logic: Campaign tries secondary numbers if the primary does not connect
• Not available on WhatsApp/SMS campaigns

​

5. WhatsApp / SMS (text channels)

WhatsApp

• Select sender + approved template
• Map template placeholders to lead variables
• Set messages per minute (1–10). Across all your active WhatsApp campaigns, at most 10 sends are in flight at once.

SMS

• Select SMS-capable from-number and message body ({{variable}} placeholders)
• Rate via messages per minute

Call → text fallback (call campaigns)

• After a lead hits max call retries, optionally send a WhatsApp template or SMS once
• Missing chat credits skip that fallback send; the call campaign keeps dialing other leads

​

Starting Your Campaign

​

Pre-launch Checklist

• Channel config complete (assistant / WhatsApp template / SMS number)
• Sufficient balance (minutes and/or chat credits)
• Leads added with valid phone numbers
• Schedule windows and days set
• Retry (and optional fallback) match your goals

​

Launch Process

1. Review settings one final time
2. Click “Start Campaign” to begin
3. Monitor progress in campaign dashboard
4. Adjust settings if needed (pause campaign first)

​

Campaign Monitoring

​

Real-time Status

• Calls in progress: Currently active calls
• Calls completed: Finished calls with outcomes
• Leads remaining: Contacts still to be called
• Next call time: When next call will be made

​

Monitoring Progress

Track lead status and call results in the campaign dashboard. See Campaign Overview for detailed status explanations.

​

Managing Active Campaigns

​

Pausing a Campaign

• Immediate stop: Current call completes, no new calls start
• Resume capability: Can restart without losing progress
• Use cases: Adjust settings, review results, temporary pause

​

Modifying Settings

1. Pause the campaign first
2. Edit configuration as needed
3. Save changes
4. Resume campaign to continue with new settings

​

Adding More Leads

• Add to active campaign: New leads join existing retry queue
• Import additional contacts: CSV or integration import
• Secondary contacts: Add backup numbers for existing leads

​

Best Practices

• Conservative scheduling: Business hours, respect time zones
• Start with 2-3 retries: Monitor and adjust based on feedback
• Clean lead data: Valid numbers, remove duplicates
• Compliance: Follow local regulations and opt-out requests