/platform/campaigns/[id]
Manage a single campaign end to end: email cadence with A/B variants, CSV contact import, call scripts, dial sessions, and email reporting.
Manage a single campaign end to end: email cadence with A/B variants, CSV contact import, call scripts, dial sessions, and email reporting.
Overview
The campaign page is where you manage a single outreach campaign end to end: the email cadence, the calling script, enrolled contacts, dial sessions, and reporting. It is organized into tabs across the top. The call follow-up emails SDRs send from the dialer now live at the client level under Settings > Email Templates, not on this page.
How to use this page
- 1Navigate the campaign tabs
The page is organized into tabbed sections: Dashboard (campaign overview and key metrics), Email Cadence (the automated email sequence steps), Calling Script (the call script your SDRs follow), Contacts (enrolled contacts with import controls), Settings (campaign configuration, auto-cadence daily send limit, and consent mode), Call Reporting (dial sessions and the supervise panel), and Email Reporting (reply rate, open rate, and delivery metrics). Switch between tabs to find the tools you need.
- 2Edit the email cadence
In the Email Cadence tab, each sequence step shows the email subject and body editor. Expand a step to edit its content. Use the On/Paused toggle next to the Send Test button to pause or resume an individual variant. When paused, the variant display shows a Paused label on its tab and a gray toggle. While all variants on a step are paused, that step is skipped at send time and the copy is preserved.
- 3Pause or resume a variant
Open a sequence step and click the On/Paused toggle on the active variant. The toggle shows On when the variant will be included in sends and Paused when it will be skipped. Pausing keeps your copy intact while the step or variant is excluded from the send loop. Resume by clicking the toggle again. When all variants on a step are paused, the entire step is skipped.
- 4Add variants and run A/B tests
Click Add Variant B below an existing step to create a second email variant for A/B testing. Each variant gets its own On/Paused toggle, send statistics, and reply rate. After enough data, one variant can be declared the winner. Variant tabs also show Paused labels on paused copies.
- 5Set up the SDR call follow-up emails
The emails SDRs send from the dialer after a live call (matched to the disposition they pick) are configured once per client, not per campaign. Open Settings > Email Templates and use the SDR call emails tab there. Every campaign under that client inherits them. See the Email Templates guide for the full walkthrough.
- 6Import contacts with the CSV mapper
Open the import modal from the Contacts tab. Upload a CSV file and the mapper pre-fills column mappings using smart auto-map rules. Use the column search box to filter through hundreds of columns. A duplicate-email warning shows how many rows share an email and will merge on import. Results appear in a unified ImportResultSummary block with per-batch counts.
- 7Manage call scripts
In the Calling Script tab, you can edit custom call script sections. The system preserves custom sections and writes a revision history entry each time you regenerate the script, so previous customizations are never lost.
- 8Set the automated email daily limit
In Settings under auto cadence, the Daily Send Limit controls how many emails the campaign sends per day. Leave it blank for auto mode, where each sender's individual throttle governs the pace. Enter a number to set a hard cap that overrides individual sender throttles.
What the buttons do
Common questions
Where did the Email Templates tab go?
The call follow-up emails SDRs send from the dialer moved to the client level. Set them once under Settings > Email Templates (the SDR call emails tab) and every campaign for that client uses them. Existing per-campaign templates were migrated up to their client automatically.
What does the On/Paused toggle do?
Click the toggle next to a variant's name to pause or resume it. Paused variants are skipped at send time but their copy is preserved. The variant tab shows a Paused label so you can see which ones are inactive at a glance. When all variants on a step are paused, the step itself is skipped.
Can I pause an entire step?
Pause all variants on that step. When every variant is paused, the step is skipped at send time. No single pause-all button exists; toggle each variant individually.
How does the CSV column search work?
In the import mapper, a search box filters your CSV columns as you type. It matches both the column header name and the mapped field name. This helps when importing files with dozens or hundreds of columns.
What happens to duplicate emails on import?
The mapper shows a warning with the count of duplicate-email rows. Rows with the same email merge into a single contact on import (the most recent row's data wins for non-key fields).
What does the ImportResultSummary show?
A unified results block showing created, updated, enrolled, reassigned, blocklisted-skipped, already-in-another-campaign skipped, notes imported, and follow-up dates imported counts after each CSV import.
How do custom call scripts work?
Edit the call script in the Calling Script tab. Custom sections you write are preserved across regenerations, and each generate creates a history entry so you can restore earlier versions.
Where did the old inline listen buttons go?
The old green inline Listen buttons were replaced by the Supervise session panel. On active dial sessions in Call Reporting > Dial Sessions, click Supervise session to open Shadow, Guide, and Join In modes. After you click a mode, the panel enters follow mode and auto-reconnects to the SDR's next live call without needing to click again.
How does the daily send limit work?
The Daily Send Limit in Settings under auto cadence controls how many emails the campaign sends per day. Leave it blank for auto mode where each sender's individual throttle setting governs the pace automatically. Enter a specific number to set a hard cap that overrides individual sender throttles.
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