Overview
On the enabled client, restricted SDRs see My campaigns for their assigned calling campaigns. Campaign calling does not require a sequence. The management instructions below apply only where your permissions expose those controls. The Platform page heading is Campaign. Campaign editing requires permission for the selected client. The default client SDR type can view campaigns and use permitted calling workflows, but cannot change campaign settings, cadences or scripts. Treat the configuration instructions below as editor-only. Campaign Details is the workspace for campaign performance, contacts, calling guidance, cadence setup, test sends, disposition overrides, and reporting. Basic templates and editable pending AI cadence emails support image insertion, resizing, and alignment, with the chosen width saved into the message for preview and delivery. Email Reporting gives Clicks and Opens separate tabs with the same event filters, so each engagement stream can be reviewed directly while known bots and scanners stay hidden by default. Email tests use the campaign contact selected in the preview to fill merge values while delivering only to the test address. When a campaign has no active or historical enrollment, SalesHive can use an available contact from the selected client as merge-only preview data so valid tags still resolve. The Dashboard calling band separates overall provider answer, human or target pickup, and qualified conversation rates before average call duration, dial sessions, and meetings held. In Call Reporting, the historical Result editor offers current dialer outcomes, including Did Not Answer, Busy Signal, Wrong Number and Prospect Hung Up. Choosing NTRP moves the associated contact to Unqualified. Call-only outcomes do not overwrite contact status. Retired NTRP - Sent Info remains visible on older rows but cannot be selected for a new correction. Call Reporting preserves verified SDR and prospect roles, keeps honest diarization labels such as Speaker A when the role is unknown, and uses the selected client's canonical Deal name when the represented company is named in stored transcripts and summaries. The prospect's own company name stays protected. CSV imports initially keep matching contacts in Trash and offer Keep in Trash or Restore and Import after showing the matching count. Recovery preserves Archive status and outreach restrictions, and active email lanes still require content, sender, signature, and sending-domain readiness. eMod customizes the subject, opening, wording, structure and emphasis using approved copy as its foundation. It tailors each email to whatever the contact record holds: name, company, title, industry, company size, company location, seniority and job function, with a different angle in each step. It preserves approved facts, material offer details, links and the intended ask, including a meeting request, and adds no new numbers or claims about the recipient. If the contact has no usable details or the result cannot be validated, approved copy is retained. Normal eRep generation uses concise teaser copy. Comparison previews and observed email outcomes help review these approaches without changing live settings. Sender Accounts lists only active mailboxes assigned to the selected client, and SalesHive prevents a retained or stale cross-client sender link from sending. Campaign-specific custom disposition overrides can also turn on an employee-only read-only Follow-ups report for the latest matching call outcome without creating a task. In Contacts, campaign-specific Human-Likely Email Open and Human-Likely Link Click rules create a current campaign segment from events that are not marked as bots or likely scanners. The same search, statuses, property logic, saved view, and campaign activity rules drive the matching count, Dial This View, and contact CSV export. Automatic call ratings and coaching are retired for all viewers. Operational results, summaries, recordings and transcripts remain available. Expanded call Notes follow the final saved disposition. A correction realigns the operational note without erasing the separate AI analysis or SDR context. Dashboard Qualified Conversation Rate and Dial Session Talks use the client-performance conversation definition. Referral, Not Interested, and Unqualified now count because each establishes a useful next contact, a clear decision, or campaign fit. Blacklisted Contact, Domain Blocked, and Prospect Hung Up remain human pickups without increasing Qualified Conversations. Wrong-phone and unresponsive outcomes stay outside both measures.
How to use this page
Open assigned campaign calls on the enabled client
In My campaigns, open an assigned campaign to search its contacts and review status. An active campaign offers Open auto-dialer. This opens the normal calling workflow without placing a call. If no campaign is assigned, ask your team lead to assign you in campaign settings. Saved calls remain in contact history; optional sequence tasks are separate.
Recognize the assigned-campaign view
On the enabled task-workflow client, BDRs see assigned contacts and campaign status rather than campaign configuration. Use Search contacts, Previous and Next, Open my tasks and My campaigns. Active campaigns offer Open dialer subject to calling checks. Management settings and import controls below are not available in this assigned-work view.
Open and verify the campaign
Open Outbound > Campaigns, select a campaign, and confirm the client, campaign name and status before changing settings. The header groups available actions beside the title on wide screens and below it on narrower screens. Back to campaigns returns to the list. Open Playbook appears for Playbook campaigns; Duplicate copies a non-archived campaign without its contacts. The Active or Paused switch requires campaign-management permission and is unavailable for completed campaigns.
Review readiness and contacts
Use Overview for totals, readiness, and recent activity. Contacts supports Add Individual, Import CSV, search, filters, Load More, and Show all contacts.
Segment and act on campaign engagement
Open Contacts, select Filters, and add Human-Likely Email Open or Human-Likely Link Click from Campaign Activity. Choose Yes to keep enrolled contacts with at least one matching event in this campaign that is not marked as a bot or likely scanner. Choose No to keep contacts without one. Combine these rules with other fields through All (AND) or Any (OR). The panel stays open while you scroll or expand contacts to check results; select Apply or Filters to close it. Review the full-campaign matching count, then use Dial This View or Export CSV to carry the same exact segment forward.
Call or show a saved view
When the campaign has saved views, they appear as buttons in the Saved views row of the Start a Dial Session card, directly under the Call buttons. The first four show directly; the rest sit under More. Click a view to narrow both the contact list and the gold Call button, which then reads Call followed by the view name. Click the active view again, or its X icon, to turn it off. Select the adjust icon on the active view to jump to Contacts with Filters open and its rules loaded. If you change its rules, search or statuses, the view shows edited and the button returns to Call Filtered View. To create a view, build rules in Filters and choose Save new filter. Clear all in the Filtered row removes the search, rules and selected view. Your last view is not remembered when you return.
Import contacts safely
Open Contacts, choose + Add Contacts, then Import CSV. Select the file, check the field mapping and choose Continue. Map Sales Rep when needed: an exact SalesHive user name or email creates a user link; an unmatched client rep name stays as text. Review the rows and import choices before submitting. The result separates created, updated and enrolled counts from contacts already in this or another campaign, previously removed identities, unmatched owners, Archive matches and remaining Trash matches.
Review import and enrollment choices
Review the CSV mapping and Move contacts already in another campaign into this one separately; that setting controls moving existing enrollment. The first import keeps matching Trash contacts unchanged and reports their count. Recovery requires the separate Restore and Import choice in the results. Archived contacts receive no CSV updates or enrollment, and a contact archived before Trash returns to Archive when recovered. If needed, unarchive it from Contacts before importing again.
Review remaining Trash matches
If results show Kept in Trash, Keep in Trash closes the result without recovering the remaining matches. Restore and Import retries only those matching CSV rows for this campaign with the same settings. It does not repeat all successful rows or recover unrelated contacts. Restored counts do not by themselves prove campaign enrollment or readiness to call or email.
Set up and write an email sequence
Open Email sequence, then choose Scheduled outreach or After a call attempt. The On or Off label shows that lane's state; its toggle is separate from the campaign Active / Paused switch. Expand Sending setup for senders, timing, limits and writing instructions. In Write your emails, choose Write templates (Basic), Personalize templates (eMod) or Write with AI (eRep). The first template opens initially; select Edit email on later steps. Settings and template edits save automatically; check Saved and use Save now if needed. Settings and template editing remain available while the lane is off. Existing permission, readiness and sender-review checks still apply.
Find tracking and queue maintenance
Expand Tracking and queue maintenance below the writing area for Opens, Clicks and Reset pending emails. Reset is a separate confirmed action that clears queued future email for the selected sequence. Opening this section or generating a preview does not reset the queue or enable sending.
Configure calling and cadence
Campaign settings controls Call Timeout and dialing behavior. Calling Script can use the client default, a linked saved version, or Campaign-specific copy. Email sequence controls Post-Call and Auto-Cadence steps, sender accounts, limits, tracking, send windows, and Send Share.
Choose the inbox unsubscribe setting
If you can edit this campaign, open Settings and find Unsubscribe. Enable inbox unsubscribe button allows supported inboxes to show Unsubscribe beside the sender. It starts off and applies to both Post-Call and Auto-Cadence emails. Changes save automatically; confirm Settings saved and resolve any save error. Enabling it makes the option available to the inbox, which decides whether to display it.
Set the visible unsubscribe footer separately
In Email sequence, use Unsubscribe footer to choose None, Unsubscribe Link or Reply STOP Text. This campaign-wide footer setting is separate from Enable inbox unsubscribe button in Campaign settings. Changing one does not change the other. Review both choices before sending.
Review eMod personalization and eRep copy
Choose the email type and a contact preview in Email sequence. eMod customizes the subject, opening, wording, structure and emphasis using approved copy as its foundation. It tailors each email to whatever the contact record holds: name, company, title, industry, company size, company location, seniority and job function, with a different angle in each step. It preserves approved facts, material offer details, links and the intended ask, including a meeting request, and adds no new numbers or claims about the recipient. If the contact has no usable details or the result cannot be validated, approved copy is retained. Normal eRep generation uses concise teaser copy. Regenerate preview creates review copy without sending or replacing queued rows.
Enable campaign emails safely
Open Email sequence and choose Scheduled outreach or After a call attempt. Before an active campaign can turn a lane on, SalesHive checks the email type, active sendable Basic or eMod templates for every configured step, supported merge tags, eligible sender capacity, the resolved campaign or client signature and its required fields, and complete cached SPF, DKIM, DMARC, and MX for client-owned sending domains. Post-Call also needs an active Primary or SDR mailbox. A refused save keeps the prior state and shows the exact items to correct. When Confirm sending email addresses appears, check the client, campaign names and every sending address. Review Addresses on queued follow-ups separately: changing the sender selection does not replace addresses already saved on queued follow-ups. Post-call sending addresses are also selected separately in the Dialer. Choose Confirm and activate to proceed, or Go back to cancel. If the addresses change during review, review the new list before confirming again.
Size and align cadence images
In a Basic template, or after choosing Edit on a pending AI cadence email, use Add Image, paste, or drop to insert an image. Select the image, drag the orange handle at its lower right to resize it, and use the left, center, or right controls above it to choose alignment. Basic template changes autosave; an edited AI cadence email persists after Save. The stored width remains with the message in previews and sent email.
Review email analytics
Open Email Reporting > Email Analytics. Replies count campaign-attributed human inbound messages, while automated and system classifications are excluded. Human-likely opens exclude known bots and likely scanners. Image-proxy opens remain included in the directional open measure and are also broken out separately, so an open is not proof of inbox placement or a person reading. Export CSV uses the current reporting filters.
Inspect individual open events
Open Email Reporting > Opens to review collected open events separately from Clicks. The default view hides known bots and scanners. Use Include bots & scanners when you need the raw stream, narrow the list to Post-Call or Auto-Cadence with Sequence, and apply the date fields. Each row shows time since send, contact, step, source, location, device, IP, and classification. Open tracking is on by default for new campaigns, but changing the setting affects future sends and cannot recreate missing historical events.
Set a campaign-specific custom outcome
In Email sequence, turn on Override client disposition templates when this campaign needs rules that replace the client defaults. Expand or add a custom disposition, then combine a contact status action, campaign move, domain blacklist, connection reporting, Follow-ups reporting, Slack notification, and follow-up email as needed. Show as a Follow-Ups reporting tab is off by default and applies only to this campaign's effective override.
Blacklist a domain from a custom disposition
Turn on Add domain to blacklist and save the templates. When an SDR later confirms that custom disposition on a call, SalesHive extracts the domain from the selected contact's email and adds it to this client's domain blacklist. The setting is off by default and does not change earlier call logs or contacts.
Send a contact-personalized test
In Email sequence, select the campaign contact whose values should appear in the AI or template preview when one is available, then choose Send Test on that preview. Confirm the sender and enter the internal recipient address. SalesHive fills merge tags from the selected preview contact while sending only to the test address. If the campaign has no active or historical enrollment, SalesHive can instead use an available contact from the selected client that is not archived or in Trash as merge-only preview data. The test does not add campaign delivery or contact activity to that contact. Tests are available on a non-archived campaign before activation or while paused, but a client-wide outreach pause still blocks delivery.
Review call reporting
Use Call Reporting for results and Dial Sessions. In Calls, use the Result dropdown to correct a historical disposition. The menu includes Did Not Answer, Busy Signal, Wrong Number, Prospect Hung Up and current conversation outcomes. Choose NTRP to keep that result on the call and move the associated contact to Unqualified. Retired NTRP - Sent Info remains visible as the current value on older rows but is not a new choice. Directed to Corporate records an explicit redirect to the company corporate office or central team without overwriting contact status. Other call-only outcomes such as Invalid Number also change only the call log. A corrected result also realigns the expanded Notes text so it follows the final disposition instead of a contradictory AI summary. Separate AI analysis and SDR context remain stored as their own evidence. Authorized supervisors can use Shadow, Guide, or Join In. Score, Rating and automatic Coaching are no longer displayed for any viewer. Operational results, summaries, recordings and transcripts remain available. In the live supervisor window, a saved active-session pause shows Session paused with its elapsed pause duration. This is separate from the call or audio-connection state and updates as the session is checked.
Review a finalized call note
Expand a call in Call Reporting and read Notes for the final operational explanation. An unchanged analyzed outcome can keep its AI summary and optional SDR context. A corrected outcome follows the saved disposition and uses SDR context when available, so the final note does not contradict the result. Separate operational summary, transcript and analysis evidence retain their access rules. Automatic coaching and ratings are no longer displayed.
Read transcript speaker labels
Open Call Reporting > Calls and expand a call. Live role-aware transcripts show SDR and PROSPECT. Historical or inbound transcripts may retain neutral labels such as SPEAKER A when the role is unknown. Stored transcripts and summaries preserve the represented client name while protecting the prospect company name. New outbound calls use the saved live Dialer transcript only. SalesHive does not create another transcript from the recording, even if live capture is missing. An available recording can still be played. Existing historical transcripts and their speaker labels remain available.
Read campaign calling outcomes
Open Overview and read the calling band from left to right. Overall Answer Rate counts provider-completed calls, Human or Target Pickup Rate requires pickup evidence, and Qualified Conversation Rate uses the client-performance outcome set. Referral, Not Interested, and Unqualified increase Qualified Conversations. Blacklisted Contact, Domain Blocked, and Prospect Hung Up can prove a human pickup without increasing Qualified Conversations. Wrong-phone and unresponsive outcomes increase neither measure. Dial Session Talks and average call duration use the Qualified Conversation set.
Report a campaign-specific custom outcome
After Override client disposition templates is on, expand the custom outcome and select Show as a Follow-Ups reporting tab. Save templates. Authorized employees receive a read-only Follow-ups tab when this campaign's override is the effective configuration. A contact appears only while the outcome is its latest completed call. No callback, Pending action, Calendar entry, or Dialer task is created.
Read native campaign call metrics
Overview call counts and rates use native CRM dialer rows. Call history copied from the old platform remains available in Calls for audit, but it is excluded from CRM dial totals, talk rates, average call duration, and the 30-day call activity chart. Imported rows with no source result are labeled Legacy (no disposition), and unmatched legacy results are labeled Legacy (other), so missing evidence is not presented as a real campaign outcome.
Set a signature for this campaign
Open Campaign settings and enable Override client email signature. Edit the signature, then select Save signature. It applies to this campaign's emails, including meeting confirmations and hand-offs. Sender fields use the sending mailbox; company fields still use the client account. To represent a different company, replace its name, website, and logo directly. Turn the override off and select Save signature to return to the client default. Other campaigns keep their own settings. Paste, upload or drop in a logo. Select the image and drag its bottom-right handle to resize it, or drag the image itself to move it within the signature. Select Save signature to keep the changes. On the enabled owner-based client, a configured owner default signature takes precedence for owner-based outreach; the campaign or client signature remains the fallback.
Export individual open or click events
Open Email Reporting > Clicks or Opens. Choose the date range, Sequence, and whether to Include bots & scanners, then select Export CSV. The download includes every event matching those filters across all result pages, with contact name, contact and recipient emails, company, UTC time, URL, cadence step, variant, sequence, and classification. Repeated events from one contact remain separate rows. If loading fails, SalesHive reports an error instead of downloading a partial report.
Compare email drafts without sending
Save campaign settings and copy, select a preview contact, and choose Generate comparison. For eMod, compare the full Approved original and Personalized subjects and bodies. For eRep, compare Current approach with Meeting request preview. These drafts use saved settings, change no live email policy, and queue or send nothing.
Review observed email outcomes
Set Lookback days to a whole number from 1 to 30, then choose View email outcomes. The default is 14 days. Review Contacts sent, Replied, Interested, Unsubscribed, Meetings after reply and Mixed policies for groups based on the first email in the window. If the window is too large, choose fewer days.
Launch assigned call practice
When Practice your calls appears, choose Launch simulator. An eligible Ready or In progress assignment opens directly only when its reviewed pack matches this campaign script. An actively assigned SDR with live staffing can also launch from a published, reviewed, complete practice pack that matches the campaign, even without an existing assignment. SalesHive checks practice availability before creating that assignment. Simulated prospects need no contact import, and practice stays out of campaign results. If setup or script review is required, ask your manager to prepare or update the pack. Earlier completed or retired assignments are not restarted automatically.
End a stuck session when recovery is available
Authorized SDR Managers, Hiring and Training Managers, Admins and Executives can use this control within existing client and team access when recovery is available. Read-only strategist access does not grant it. Close the SDR dialer first. In Supervise or the available recovery review, enter a reason of 5 to 500 characters, select Force End Session, and review the Force end session confirmation. This can close a session with unfinished results or follow-up work, while preserving saved calls, notes, meetings and email records for later review. It does not guess outcomes, send emails or complete unfinished work. Calls and any recorded phone conference must be verified ended. Recent browser or work activity, missing evidence, changed session data or unverifiable calls keep the session open. Follow the displayed explanation and request support review when needed. Wait for confirmed closure, then refresh the EOD report. Recorded disconnect and later meaningful activity determine the recovered end time where available; pause accounting is preserved. Existing screenshots may show earlier recovery labels.
Manage permitted disposition overrides
On the enabled task-workflow client, authorized team leads can edit non-meeting disposition copy, labels, triggers and attachments across the supported standard non-meeting disposition emails when this campaign's overrides are enabled. Meeting and existing custom copy edits preserve routing and actions. BDRs cannot edit these templates.
Check campaign signature image sizes
For authorized editors, Image sizes offers 200px, 320px, 450px and 600px presets, Original after the image loads, and Custom width. Enter a custom width and press Enter or leave the field. Proportions stay locked. Larger images are allowed. Show narrow preview displays a 320px content area for checking readability and sideways scrolling; email apps may render differently. Review any warnings, then select Save signature to retain edits. An automatic Company logo without an explicit saved size starts at 200px wide. Image sizes exposes that logo for adjustment; existing explicit sizes are retained. Save signature remains required.
Review Teleprompter campaign context
Open the Calling Script tab and review Teleprompter context. Edit approved prospect-facing facts and conversation guidance, then choose Save context. The box holds up to 12,000 characters, enough to paste a full script and rebuttals, and a counter shows the current length. Generated context stays a shorter brief of up to 6,000 characters. Generate context or Regenerate context opens a dialog with optional Additional campaign background. Generate and save saves current edits first, reviews the campaign, enrolled-contact sample, saved script, Playmaker, Playbooks, client knowledge and official website, then saves the reviewed replacement. Generation can take a few minutes; review every fact afterward. The replaced text is kept in change history, whether you generate or use Save context. Opening the tab alone does not generate context. If a note says the call script, email copy or campaign Playbook changed after this context was written, regenerate or review and save the context so calls match the current campaign. This is separate from Campaign Context (All Emails).
Open a sales demo simulator
On a generated Sales demo campaign, authorized internal users see Call Simulator Contacts. Review the generated script, company facts and any research warning, then open the separate demo workspace. Choose a fictional buyer and answer mode there. Opening the link does not start the call. Ordinary campaigns retain their existing Dialer controls.
Test the saved campaign signature
Authorized editors can open Campaign settings, then Test signature. Save signature changes first. Choose a sending mailbox and confirm Send test to, which starts with your own email address. Send test email sends a real message using the saved effective campaign signature and selected mailbox details. It does not change campaign settings. Check the inbox result, including sender details, logo and links. Text fonts follow the sample message and may differ from a campaign email. If mailboxes fail to load, close and reopen the test controls. SDRs cannot send signature tests.
Configure campaign disposition Ccs
In the campaign disposition email settings, enable campaign overrides when authorized and expand the required template. Enter valid comma-separated addresses in Extra Cc (optional), then save the disposition settings. Standard follow-ups and meeting confirmations support this field; custom templates show it when subject or body content exists. These recipients apply to emails using this campaign template. Check recipients before saving. The SDR must explicitly send disposition follow-ups.
Select all matching campaign contacts
Use Select all matching contacts to collect the entire filtered result, including unloaded pages. Wait for Selecting all matching contacts to finish and check the selected count. Changing filters clears the selection. Move to Campaign and Remove process large selections in batches. If work stops, read the confirmed count: contacts without a confirmed result remain selected. Review the remaining selection and current records before retrying. Selecting alone changes no contact.
Choose context-only calling
On the Calling Script tab, select Context-only mode to save the mode and current context edits. The separate script controls disappear, but the script remains saved for switching back. Include the opener, offer, questions, close and objections in context. With context-only off, Use campaign context in the teleprompter controls supplemental context; save that choice with Save context. Reload the Dialer after safely finishing current work to use changed campaign settings.
What the buttons do
- Enable Email Campaign Emails
- Turns Auto-Cadence on or off. On an active campaign, the lane must pass content, sender, signature, and sending-domain readiness before the on state saves.
- Sender Accounts
- Shows and manages active mailboxes assigned to this campaign's client. Retained cross-client links are hidden and cannot send. Changes on an active campaign require Confirm and save; Select all reviews the complete selection together. Apply to all campaigns reviews the target campaigns and addresses before saving.
- Add Image
- Inserts an image into a Basic template or an editable pending AI cadence email. Select the image to reveal resize and alignment controls.
- Image alignment controls
- Aligns the selected cadence image to the left, center, or right. Drag the orange lower-right handle to change its saved width.
- Email Reporting / Email Analytics
- Shows campaign-only sends, human replies, directional human-likely opens, image proxies, scanners, bounces, and unsubscribes.
- Clicks
- Shows campaign click events with human-focused defaults plus sequence, date, and raw bot or scanner controls.
- Opens
- Shows campaign open events separately from Clicks with the same sequence, date, and bot or scanner controls.
- Include bots & scanners
- Adds known automated engagement to the Clicks or Opens event stream for raw review.
- Export CSV
- Exports the current campaign email reporting view.
- Override client disposition templates
- Uses campaign-specific disposition actions and copy instead of the client defaults.
- Add domain to blacklist
- For a custom disposition, adds the selected contact's email domain to this client's domain blacklist when a future call is saved.
- Add custom disposition
- Creates a campaign-specific call outcome with optional status, campaign move, domain blacklist, reporting, Slack, and email actions.
- Save templates
- Saves the campaign-specific disposition override.
- Send Test / Send test
- Sends the chosen AI or template preview to the test address, fills merge values from the selected preview contact or an available same-client contact before enrollment, and records no campaign activity for that contact.
- Send Share
- Sets relative shared-sender allocation for enabled Auto-Cadence.
- Calling Script
- Chooses the client default, a linked library version, or campaign-specific copy.
- Load More / Show all contacts
- Loads the next contact batch or expands the current loaded roster.
- + Add Contacts
- Opens Add Individual, Import CSV, and Test Contacts for this campaign.
- Import CSV
- Opens CSV upload, mapping and final review. The first import keeps matching contacts in Trash and reports the count before offering a separate recovery choice.
- Keep in Trash
- Closes the result without recovering matching Trash contacts. Other completed import work stays saved.
- Restore and Import
- Recovers and retries only the matching CSV rows reported as Kept in Trash, using the same settings and existing recovery checks.
- Enable Post-Call Emails
- Turns Post-Call sending on or off. On an active campaign, the lane must pass content, mailbox, signature, and sending-domain readiness before the on state saves.
- Result
- Corrects a saved call disposition using current dialer outcomes, including Did Not Answer, Busy Signal, Wrong Number and Prospect Hung Up. Retired results remain visible on older calls but are not new choices. NTRP moves the contact to Unqualified; call-only outcomes leave contact status unchanged.
- Regenerate preview
- Creates fresh preview copy for the selected email type without sending it or replacing queued cadence rows.
- Reset pending emails
- Deliberately clears pending rows for the selected sequence so eligible contacts can use newly generated content. Sent and in-flight emails remain unchanged.
- Show as a Follow-Ups reporting tab
- For a campaign custom disposition override, exposes the latest matching call outcome in an employee-only read-only Follow-ups tab.
- Filters
- Opens the inline Filters panel for building campaign contact segments, including Human-Likely Email Open, Human-Likely Link Click and Days Since Last Call rules. The panel stays open while you scroll, expand contacts or click elsewhere; select Filters again or Apply to close it.
- Saved views
- One-click buttons directly under the Call buttons in the Start a Dial Session card for this campaign's saved views, with extras under More. Click to apply a view to the contact list and the gold Call button, click the active view or its X icon to turn it off, or use its adjust icon to open Filters on Contacts with those rules.
- Dial This View
- Opens the Campaign Dialer with the full current search, status, and property segment. The Dialer rechecks the campaign rules and all normal calling safeguards.
- Contacts Export CSV
- Downloads the full current campaign contact segment, including campaign-specific engagement rules, rather than only the visible page.
- Override client email signature
- Enables an editable signature for this campaign. Select Save signature to apply the change.
- Save signature
- Saves the campaign override, or restores the client default when the override is off.
- Clicks / Opens Export CSV
- Downloads all filtered engagement events with contact details, including results beyond the visible page.
- Generate comparison
- Builds review-only eMod original/personalized drafts or eRep current/meeting-request drafts for the selected contact using saved settings.
- Lookback days / View email outcomes
- Loads observed email results for the selected campaign and sequence across 1 to 30 days.
- Launch simulator
- Opens a matching current practice assignment, or prepares one from an eligible reviewed pack for an actively assigned SDR with live staffing. Opening simulator... means wait for the request to finish.
- Enable inbox unsubscribe button
- Campaign settings > Unsubscribe. Default-off choice that allows a supported inbox to show Unsubscribe beside the sender for both email sequences. Saves automatically and does not change the footer.
- Unsubscribe footer
- Email sequence choice for None, Unsubscribe Link or Reply STOP Text in the email body. Independent of the inbox unsubscribe button.
- Force End Session
- For authorized internal managers, opens explicit confirmation to close a disconnected session after call-ending checks. A reason is required. Saved and unfinished work is preserved for review.
- Image sizes
- Adjusts each available image using a preset, Original or Custom width. Save the signature afterward.
- Show narrow preview / Hide narrow preview
- Shows or hides a 320px content preview without sending email.
- Save context
- Saves context text and the supplemental-context checkbox. Generation background is entered in the generation dialog.
- Generate context / Regenerate context
- Opens optional background and source guidance before Generate and save replaces the context.
- Reload saved context
- Reload the latest saved version after an error or conflicting edit. Copy any local text you need before reloading.
- Back to campaigns
- Returns to the Campaigns list.
- Open Playbook
- Opens the selected client Playbook when this is a Playbook campaign.
- Duplicate
- Creates a copy of a non-archived campaign without copying its contacts.
- Active / Paused
- Activates or pauses the campaign for authorized campaign managers. Completed campaigns cannot be toggled. Activation can require sending-address confirmation before the status changes.
- Confirm and activate / Confirm and save
- Applies the requested activation or sender change after you review the displayed client, campaigns and sending addresses.
- Go back
- Cancels the sending-address confirmation without applying the requested change.
- Call Simulator Contacts
- Opens the staff-only sales demo workspace for a generated demo campaign.
- Sending setup
- Expands senders, timing, limits and writing instructions for the selected email lane.
- Write templates / Personalize templates / Write with AI
- Selects Basic, eMod or eRep respectively, preserving their existing generation and sending rules.
- Edit email / Collapse
- Opens or collapses one numbered template editor.
- Tracking and queue maintenance
- Expands tracking options and the separate Reset pending emails action.
- Test signature / Send test email
- Opens campaign signature test controls, then explicitly sends a real email using the saved signature. Unsaved signature changes must be saved first.
- Context-only mode
- Saves the mode and current context edits, hides separate script controls and retains the script for switching back.