> ## Documentation Index
> Fetch the complete documentation index at: https://docs.revti.ai/llms.txt
> Use this file to discover all available pages before exploring further.

# Creating a Campaign

> Step-by-step guide to setting up call, WhatsApp, or SMS campaigns

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

<Note>
  For call campaigns, the assistant's voice, prompt, and tools are used on every dial. WhatsApp campaigns send templates; they do not need an outbound assistant.
</Note>

### 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

<Tip>
  **Recommendation:** For business outreach, use Monday–Friday daytime windows in the prospect's timezone.
</Tip>

### 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

<Warning>
  **Goal-based retry** requires your assistant to have post-call variables configured with boolean fields (true/false).
</Warning>

### 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](/campaigns/index#campaign-monitoring) 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

<Note>
  For troubleshooting common issues, see [Campaign Troubleshooting](/troubleshooting/campaigns).
</Note>