Managing Campaigns
Every campaign moves through a clear lifecycle — from draft to active to complete — and you stay in control at every stage.
Overview
Once a campaign is created, you manage it from the campaign command center: a single page that shows all channels, their current status, real-time progress, and controls to start, pause, or stop each one. The campaign's overall status is automatically derived from the state of its channels — you never need to set it manually.
Campaign Statuses
| Status | What It Means |
|---|---|
| Draft | The campaign was created but no channels have been activated yet. |
| Active | At least one channel is currently running. |
| Completed | All channels have finished running against the contact list. |
| Archived | The campaign has been manually archived. It is hidden from the main list but its data is preserved. |
Channel Statuses
Each channel inside a campaign has its own status:
| Status | What It Means |
|---|---|
| Ready | Configured and waiting to be activated. |
| Running | Actively dialing, texting, or sending. |
| Paused | Temporarily stopped — can be resumed at any time. |
| Completed | Finished working through the contact list. |
| Stopped | Manually stopped before completing. |
The campaign's overall status reflects the highest active state across all its channels.
Activating a Campaign
Campaigns do not start automatically after creation. To begin outreach:
- Open the campaign from your campaign list.
- In the command center, locate the channel you want to activate.
- Click Start on that channel.
Each channel must be started individually. This gives you full control over timing — for example, you can start an AI Voice channel today and hold the SMS Blast channel until later.
Pausing and Resuming
You can pause any running channel at any time without losing progress. Contacts that have already been called or messaged are not re-contacted when you resume.
To pause a channel: click Pause on the channel in the command center. To resume: click Resume. The channel picks up where it left off.
Pausing is useful when you need to adjust a message template, wait for a better time of day, or temporarily halt outreach while reviewing early results.
Stopping a Channel
Stopping a channel is permanent for that run — unlike pausing, a stopped channel cannot be resumed. The channel's results are preserved and visible in analytics.
If you want to re-run outreach after stopping, use the remarketing feature to create a new channel targeting specific contacts. See Remarketing.
Deleting a Campaign
Deleting a campaign permanently removes it and all of its channels and contact assignments. This action cannot be undone.
To delete a campaign: open it in the command center, then select Delete Campaign from the settings menu. You will be asked to confirm before anything is removed.
Note: Consider archiving instead of deleting. Archiving preserves your analytics and contact history while keeping your campaign list clean.
Archiving a Campaign
Archiving moves a completed (or stopped) campaign out of your main campaign list without deleting any data. Archived campaigns and their analytics remain accessible through the Archived filter on the campaigns page.
To archive: open the campaign and select Archive from the settings menu.
To view archived campaigns: on the campaigns list page, use the status filter and select Archived.
Tips & Best Practices
- Review results before stopping. Before stopping a running channel, check the outcomes tab in campaign analytics. If the conversion rate is healthy, let it run to completion rather than stopping early.
- Pause during off-hours. Use the pause feature to stop outreach outside of your target audience's business hours and resume the next morning.
- Archive, do not delete. Archived campaigns still count toward your historical reporting and can be referenced when planning future outreach.
- One pause, then reassess. If you find yourself pausing the same channel repeatedly, it may be worth reviewing your contact list quality or agent script before resuming.