Overview
Campaigns is the selected client's campaign workspace. Review campaign health, contacts, activity, and diagnostics, choose the campaign status view available to your role, then create campaigns and configure their copy and sequences before deliberately activating them.
How to use this page
Select the client and review the summary
Choose a client from the selector. The summary shows total contacts, active campaigns, meetings set, and conversion rate for the selected workspace.
Choose Active or All
Eligible non-client campaign managers see the Campaign view control. Active shows only non-archived campaigns whose status is active. All shows every non-archived campaign, including paused or completed campaigns. The control is role-aware, so client and SDR views may use their permitted campaign list without showing this toggle. Select Show Archived separately to include archived campaigns.
Review the selected campaign list
Use the list to review SDR, contacts, calls, emails, responses, meetings, status, and actions for the selected view. The summary pills recalculate for that view and show active, paused, auto-cadence, and unassigned-SDR counts. Search by campaign name or SDR to narrow the list.
Check campaign diagnostics
Open the read-only Campaign Diagnostics area to review readiness signals such as Asked for Info contacts without changing enrollments or campaign setup.
Create a paused campaign
Select New Campaign, enter a name, choose an SDR when available, and configure the optional email sections. New campaigns start paused with no contacts loaded, so you can prepare copy and sequences before sending.
Configure before activation
After creating the paused campaign, open it to configure the sequence, copy, sender settings, and contacts. Activate it deliberately only when the campaign is ready to send.
Use campaign actions carefully
Use the row actions to open a campaign, review its contacts or analytics, copy a campaign when permitted, pause or activate it, and archive it when it is no longer part of the active workspace.
What the buttons do
- Active
- For eligible non-client managers, shows only non-archived campaigns with active status.
- All
- For eligible non-client managers, shows all non-archived campaigns, including paused or completed campaigns.
- Show Archived
- Reveals archived campaigns in the list.
- Search campaigns
- Narrows the current campaign view by name or SDR.
- New Campaign
- Opens the campaign creation form.
- Create Paused Campaign
- Creates a named campaign in a paused state so it can be configured before activation.
- Campaign Diagnostics
- Shows read-only campaign readiness signals.
- Campaign row actions
- Open the campaign and use the actions allowed for its state, such as review, copy, activate, pause, or archive.