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The Campaign Management section allows you to create, configure, and manage outbound calling campaigns. Each campaign can have its own schedule, retry logic, CRM integration, and call data imported via CSV.

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Steps to Create a Campaign

  1. Navigate to Campaigns
    • From the sidebar menu, click Campaigns.
    • Press the Create Batch button at the top right.
  2. Fill in Campaign Details
    • In the popup window titled Create Calling Campaign, enter a Batch Name — for example, “Cristiano”.
    • Under Calling Numbers, add one or more phone numbers. These are the numbers your system will use for outbound calls.
    • You can search and select previously configured numbers from the list.

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Configure the Calling Schedule

  1. Select Calling Days
    • Choose the days of the week your campaign should run. You can click individual days (e.g., M, T, W, T, F) or select all.
  2. Timezone Setting
    • Choose your operating timezone.
     Example: **(GMT+5:30) Chennai, Kolkata, Mumbai, New Delhi**.```
  3. Set Start and End Time
    • Define the time window for outbound calls.
    • Default Example: Start Time → 09:00, End Time → 17:00.
    • Calls will be initiated only during this window.

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Retry Settings

These settings determine how the system handles retries for unanswered calls.
  • Max Attempts per Contact: Set how many times the same contact number can be retried. 
    Example: 3 attempts.
  • Delay Between Attempts (minutes): Set how long the system should wait between retries. 
     Example: 5 minutes.

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CRM Options

Select whether this campaign should interact with your CRM system.
  • Outgoing CRM: Choose this for outbound lead follow-ups.

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Inbound Call Settings

  • Toggle Allow inbound calls on selected phone numbers to enable or disable inbound capabilities on the configured numbers.

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CSV Upload and Country Validation

Upload your CSV file containing the contact list for outbound calls.
  1. Country Code for CSV Number Validation
    • Select the appropriate country code prefix.
      Example: +91 for India.
  2. Mandatory Template Variables for CSV Upload
    • Add custom or predefined template variables if required for dynamic calling scripts or CRM updates.
  3. Upload CSV File
    • Click the upload area or drag your contact file.
    • Format: .csv with columns for phone numbers and optional variables.
    • Maximum file size: 50 MB.

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Finalization

Once all details are filled in:
  • Review your configuration settings.
  • Click Create Campaign at the bottom right to finalize.
Your campaign will now appear under Campaign Management with call statistics and status indicators.
💡 Tip
  • Always verify phone numbers before uploading CSVs to prevent validation errors.