Core Module
Campaigns
Dialer campaigns automate outbound calling to selected contact lists with agent scripts, schedules, and pacing controls. Use campaigns for sales blitzes, wellness checks, polling, or any workflow that requires structured multi-day outreach.
Module Workflow
- Navigate to Dialer Campaigns.
- The table view lists every campaign with status, schedule, and performance shortcuts.
- Use Create Campaign (or edit an existing one) to open the guided form.
Configuration Steps
- Campaign Basics - Name the campaign and add an optional description so teammates know why it exists.
- Contact & Script Configuration - Select one or more contact groups, attach the call script agents will follow, and choose outbound caller ID or trunk preferences (if enabled in your environment).
- Schedule Configuration - Pick eligible weekdays, the operating timezone, start/end times, and a final end date.
- Dialing Settings - Set call interval spacing and any pacing limits required by compliance or staffing.
- Save the campaign. Date/time pickers handle schedules while searchable selects help with large datasets.
Operational Tips
- Segment Contacts - Separate prospects by timezone or priority so each campaign has a tight focus.
- Respect Quiet Hours - Use schedule settings to comply with federal/state dialing windows.
- Monitor Reports - Use campaign dashboards and report views to track contact rates and pause/resume runs as needed.
- Iterate Scripts - Update associated scripts whenever talk tracks or offers change.
- Test Before Going Live - Run a small contact group first to validate pacing, caller ID, and trunk quality.
Field Reference
| Section | Field | Required | Description |
|---|---|---|---|
| Campaign Basics | Campaign Name | Yes | Friendly label for campaign identification (for example, Q3 Renewal Blitz). |
| Campaign Basics | Description | No | Internal notes for admins and operators. |
| Contact & Script | Contact Groups | Yes | Multi-select list of contact groups to dial. |
| Contact & Script | Script / related options | Yes | Defines the talk track agents follow during outreach. |
| Schedule | Days of Week, Timezone, Start Time, End Time, Campaign End Date | Yes | Controls the active campaign window and timezone interpretation. |
| Dialing | Call Interval (seconds) | Yes | Delay between outbound attempts. |
Troubleshooting
- Campaign Not Starting: Verify today is within allowed weekdays, current time is between start/end, and end date is still in the future.
- No Contacts Dialed: Ensure at least one contact group has active records and campaign state is Running.
- Timepicker Errors: Refresh the page or clear cached form data if time widgets fail to save.
- Call Interval Ignored: Check for system-level pacing overrides or rate limits.
- For advanced automation help, contact support with campaign name and desired behavior.
Practical Example
Scenario: Launch a three-day wellness check campaign for 5,000 contacts split across two lists.
- Contact Groups: Wellness West, Wellness East
- Script: "Wellness Outreach v2"
- Schedule Days: Monday-Wednesday, Timezone America/Denver
- Start/End Time: 09:00 - 18:00
- Campaign End Date: next Wednesday
- Call Interval: 5 seconds to keep pacing brisk
Maintenance & Automation
Routine Checks
- Archive or pause campaigns whose end dates have passed to keep lists clean.
- Validate contact group sizes weekly and remove empty lists from active campaigns.
- Track campaign ownership and script revision in a shared operations register.
Automation Ideas
- Schedule nightly exports of campaign stats (attempts, connects, conversions) into BI dashboards.
- Auto-pause campaigns when concurrent agent availability drops below threshold, then resume when staffing recovers.
- Lint CSV uploads to ensure required contact fields are present before campaign launch.
Related Platform Pages
Connect this module to product and solution context for planning and implementation.