Overview
Campaign Context (Tools > Campaign Context, where Calling Scripts used to be) puts every campaign's Calling Context and Email Context in one place for the selected client. Callers, the teleprompter and the Email Agent still read each campaign's own context; this page edits them in place with the same editors as the campaign's Calling Context and Email Context tabs. You can also choose which campaign new campaigns copy their context from, and copy one campaign's context to others. Each campaign's call script stays at the top of its Calling Context, under CALL SCRIPT. Pick a client first; without one the page asks you to select a client. SalesHive staff, Self-serve and Platform Only clients can edit. Other client logins can read the contexts, but the default picker, Copy to campaigns and Make default are not available to them.
How to use this page
Pick a campaign
The left list shows the client's campaigns (archived ones are left out, except the Playbook campaign). Each row shows tags: Playbook, Live or Paused, Calling or No calling, and Email or No email, so you can spot missing context at a glance. A star marks the default for new campaigns. Select a campaign to open its context on the right.
Edit the Calling Context or Email Context
Use the Calling Context and Email Context tabs above the editor. Each works exactly like the matching tab on the campaign: edit and save, generate or regenerate, set how customized each call or email is, and try it with Test teleprompter or Test emails. Open campaign takes you to that tab on the campaign itself.
Choose the default for new campaigns
In Default for new campaigns, pick a campaign, or None (new campaigns start empty). From then on, each new campaign for this client copies that campaign's Calling Context and Email Context, with their customization levels and email limit per prospect, when it is created. You can also select a campaign and choose Make default. Later edits to either campaign stay separate.
Copy a context to other campaigns
Select the source campaign and choose Copy to campaigns. Tick Calling Context, Email Context or both, then tick the campaigns to copy to (Select all picks every other campaign). Each row says whether the copy adds or replaces that campaign's context, and a warning counts campaigns whose own text will be replaced. Choose Copy to N campaigns. The replaced text stays in each campaign's change history.
Practice the campaign
Choose Practice call (in the Calling Context editor, or at the top on the Email Context tab) to roleplay this campaign with your manager playing the prospect, using the live teleprompter. It works before launch and never counts toward campaign stats.
What the buttons do
- Default for new campaigns
- Picks the campaign whose Calling Context and Email Context every new campaign copies when it is created. None means new campaigns start empty. Read-only for client logins that cannot edit context.
- Campaign list
- Every campaign for the client with Playbook, status, Calling and Email tags. A star marks the current default.
- Calling Context / Email Context tabs
- Switch the editor between the selected campaign's calling and email context.
- Copy to campaigns
- Opens the copy dialog for the selected campaign. Unavailable when it has neither context yet.
- Make default
- Makes the selected campaign the default for new campaigns. Hidden when it already is.
- Open campaign
- Opens the campaign on its Calling Context or Email Context tab, matching the tab you are on.
- Practice call
- Opens a practice call for the selected campaign, where your manager plays the prospect while you read the live teleprompter.