Campaigns

Add or archive campaign typesCampaign types are the labels every campaign is filed under, and the lines your traction report is broken into. Every account starts with ten: Circle Prospectin
Add or remove lists in a campaignA campaign works the lists you put in it. Adding a list copies nothing and moves nothing, and the same list can be in more than one campaign at the same time.
Build a follow up from a finished campaignBuild a follow up keeps the people worth working from a campaign as a new list, picked by the last result each person gave on that campaign. You can also put th
Continue a pass or start a new passEvery time you work through a campaign's lists is a pass. When you start a session you choose to keep going on the open pass, or to start a fresh pass from the
Create a campaignA new campaign takes three short steps: name it, pick the lists it should work, and choose how it runs. You can also build one in seconds from the Dialer when y
Edit, pause or archive a campaignEverything about a campaign can be changed after it exists: its name, type, status, how it dials, the call results the agent sees, its goal, end date, groups an
Group and filter campaignsGroups are your own free form filing for campaigns, like a city, a price band, or who is running it. A campaign can sit in as many groups as you like. Groups sh
Set how a campaign dialsEach campaign follows your account's dialer rules unless you give it something stricter. A campaign can never be looser than the account. This lets you work one
What a campaign isA campaign is a push at an audience. It holds the lists it works, a type that says what kind of work it is (Expireds, FSBO, Sphere and so on), and everything it