What a campaign is

What it is

A 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 returned. Every calling session on the Dialer starts from a campaign.

A campaign does not contain or copy a list. It points at lists, so the same list can sit in several campaigns at once and nothing is moved.

Where to find it

Campaigns in the left menu.

Steps

1. Click Campaigns in the left menu to see every campaign on the account.
   

   

2. Search, or filter by type and status with the menus above the table.
   

   

3. Click a campaign to open it. The Overview tab shows its results, Lists shows the lists it works, and Settings shows how it dials.
   

   

Good to know

• The table shows each campaign’s type, status, lists, contacts, dials, conversations, contact rate and agent.
• Contact rate is conversations out of dials.
• On a campaign’s Overview tab you also see Leads (records that moved into the CRM) and Times run, because a campaign can be worked again and again.
• Statuses are Draft, Active, Paused, Completed and Archived. The status menu shows everything but archived unless you pick Archived.
• The type is what the traction report groups by, so file each campaign under the work it really is.