Overview
Campaign detail is the workspace for reviewing campaign performance, starting calls, managing email cadence, and opening campaign reporting. The Email Cadence settings include an Auto-Cadence Sending Priority from 0 to 10 when Auto-Cadence is enabled.
How to use this page
Open a campaign
Open Outbound > Manage, then select a campaign. Confirm the client name and campaign status at the top before changing settings.
Review campaign readiness
Use Dashboard to review contact totals, calls, emails, meetings, dial-session readiness, and recent activity. Call All Active starts a dial session for the currently callable contacts.
Set Auto-Cadence priority
Open Email Cadence and select the Auto-Cadence email tab. When Auto-Cadence is enabled, set Sending Priority from 0 to 10 if you have campaign-management permission. Higher values use shared sender slots first. Equal values share fairly, and mailbox limits still apply.
Configure the cadence
Choose the email type, number of steps, minimum days between sends, optional per-step gaps, daily send limit, unsubscribe mode, tracking options, weekend sending, and sender accounts. Use the sequence instructions field for campaign-specific guidance, then review the contact email preview.
Use the remaining campaign tabs
Use Calling Script for the campaign call guidance, Contacts for enrolled contacts, Settings for campaign options, Call Reporting for call results, and Email Reporting for email activity. Changes save from the page as you edit them, so wait for the saved confirmation before leaving.
What the buttons do
- Duplicate
- Creates a copy of the current campaign.
- Active / Paused
- Changes whether the campaign is active or paused.
- Call All Active
- Starts a dial session for currently callable active contacts.
- Dashboard
- Shows campaign performance, readiness, funnel, and recent activity.
- Email Cadence
- Opens post-call and Auto-Cadence email settings and previews.
- Sending Priority
- Sets the Auto-Cadence sender-slot priority from 0 to 10 when the sequence is enabled and the viewer can manage campaign status.
- Reset pending emails
- Deletes queued future emails for the selected sequence. New emails use the current settings on the next email-campaign cron pass.
- Regenerate preview
- Regenerates the email preview using the current sequence instructions.
- Calling Script
- Opens the campaign call-script settings.
- Contacts
- Opens the contacts enrolled in the campaign.
- Settings
- Opens campaign settings.
- Call Reporting / Email Reporting
- Opens campaign call and email reporting views.