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Deploy: additional reference

Create a call campaign

A campaign dials a list with one agent inside business hours. The wizard has five steps.

/campaigns/new
Step 1 of Create Campaign.
Step 1 of Create Campaign.

  1. Import Recipients

    Upload a CSV. customer_phone is required; first_name, last_name, email and company are standard. Any other column becomes a custom variable you can use as {{column_name}}. Download the template CSV from this step. You can skip it and add recipients later.

  2. Preview Data

    Check how columns were mapped and fix anything in the wrong field. The data quality report flags missing and invalid values.

  3. Campaign Details

    Name, description and the outbound agent that makes the calls.

  4. Schedule

    Start immediately or at a date and time, the timezone, business hours per day, and holidays: load public holidays for a country or add your own, one-off or yearly.

  5. Review & Launch

    Confirm and launch. The campaign appears on the Campaigns page with live progress.

A campaign never dials outside its business hours or on its holidays. A large list at low concurrency simply takes longer.

Campaigns can be created over the API too: Create campaign.