Campaigns

How to use this page

1. 1

   Select a client and scan the summary

   Choose the client in the top-right switcher. The stat band shows Total Contacts, Active Campaigns, Meetings Set, and Conversion Rate across that client's active campaigns. The Active campaigns header also shows quick pills for campaigns that are on, paused, running auto-cadences, and missing an SDR. The Campaign diagnostics card starts collapsed; expand it when you want to review Asked for Info readiness.

2. 2

   Review Asked for Info readiness

   Click the collapsed Asked for Info readiness card to expand it. Eligible staff can expand the read-only Campaign diagnostics section. Its summary shows Total AFI, Ready now, Needs campaign, Historical link, Inactive campaign, and Setup blocked contacts. The table lists each attributed campaign's campaign SDR, AFI contacts, enrolled and linked counts, and Ready or Needs attention status. Readiness reasons can include Archived, Paused, or Not currently enrolled, along with missing call script, AFI email, or post-call setup. The board is read only and does not change enrollments or setup.

3. 3

   Read the campaign table

   Each row lists the campaign name, SDR, an On toggle, and counts for Contacts, Calls, Emails, Responses, Today, Meetings, and Created date. The Today value reads as sent out of a cap when an explicit daily limit exists, or uses Auto when sender throttles govern the pace. Click a row to open the campaign detail page where you manage sequences, contacts, and copy. The Calls value counts real outbound calls only.

4. 4

   Search and order campaigns

   Use the search box in the Active campaigns header to filter by campaign name, SDR, or the person who created it. Eligible internal manager roles can use the grip handles in the unfiltered Active campaigns view to drag active campaigns into a preferred order. The order saves automatically for your user and selected client, and does not change campaign execution.

5. 5

   Create a standard campaign

   Click + New Campaign. Give it a name, optionally assign an SDR, and choose whether to enable Post-Call Emails or Auto-Cadence Emails and their email types. Both sequences start disabled by default, so a new campaign cannot send until you turn sending on from the detail page. Click Create Campaign. Every active same-deal Sender mailbox is linked automatically after creation.

6. 6

   Create a filtered calling pool when authorized

   Eligible internal managers see Create a filtered calling pool in the New Campaign modal only on the Client Command pilot. Turn it on, select the source campaigns, and optionally limit the pool to Uncontacted, Attempting first contact, or No answer. The preview shows unique callable contacts, duplicate source memberships removed, and each source's eligible count. All selected sources must share compatible calling-script and email-cadence copy. If they do not, choose one shown copy group before continuing. Choose a canonical source for the new pool's copied settings, then click Create Calling Pool. The new campaign receives a snapshotted pool with source provenance; source campaigns, enrollments, and cadence history remain unchanged.

7. 7

   Use other campaign actions

   Use the Actions menu to pause, resume, rename, duplicate, split, combine, or archive campaigns when your access allows it. Duplicate copies settings only, not contacts. Archived campaigns can be shown and restored later, while Playbook campaigns cannot be archived.

What the buttons do

+ New Campaign

Opens the modal for a standard campaign or, when authorized in the Client Command pilot, a filtered calling pool.

Create a filtered calling pool

Internal Client Command pilot option for creating a new snapshot of compatible callable contacts without changing the source campaigns.

Eligible calling status

Optionally narrows the calling-pool preview to Uncontacted, Attempting first contact, or No answer. The default includes normal cold-call statuses.

Canonical copy for this new pool

Selects the compatible source campaign whose campaign settings and copy become the new pool's starting configuration.

Create Calling Pool

Creates the authorized pool only after sources are compatible, a canonical source is selected, and the preview is valid.

Asked for Info readiness

Expands the read-only campaign diagnostics board.

Show Archived

Shows archived campaigns so you can review or restore them.

Bulk dial campaigns

Available to eligible internal users for compatible active campaigns.

Common questions