Overview
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, correcting a historical result to NTRP or NTRP - Sent Info keeps that result on the call and moves the associated contact to Unqualified, while call-only outcomes such as Invalid Number do not overwrite the contact status. Call Reporting preserves verified SDR and prospect roles and keeps honest diarization labels such as Speaker A when the role is unknown. Contact imports protect Trash matches, and active email lanes still require content, sender, signature, and sending-domain readiness. eMod and eRep previews and generated cadence emails now use concise teaser-first copy with deterministic quality checks before cadence content is accepted. Sender Accounts lists only active mailboxes assigned to the selected client, and SalesHive prevents a retained or stale cross-client sender link from sending.
How to use this page
Open and verify the campaign
Open Outbound > Manage, select a campaign, and confirm the client, campaign name, and status before changing settings.
Review readiness and contacts
Use Dashboard for totals, readiness, and recent activity. Contacts supports Add Individual, Import CSV, search, filters, Load More, and Show all contacts.
Import contacts safely
Open Contacts, choose + Add Contacts, then Import CSV. Map the Sales Rep column when needed. Exact SalesHive user names or emails create a user link, while an unmatched client rep name is preserved as text. The result summary separately reports contacts already in this campaign, contacts in another campaign, previously removed identities, unmatched owners, Archive matches, and Trash matches.
Choose what happens to Trash matches
The first campaign import keeps matching contacts in Trash and shows the exact count. Choose Keep in Trash to leave them unchanged, or Restore and Import to restore and rerun only those matching Trash rows for this campaign. Archived contacts are not included in that retry; unarchive them from Contacts and import again.
Configure calling and cadence
Settings controls Call Timeout and dialing behavior. Calling Script can use the client default, a linked saved version, or Campaign-specific copy. Email Cadence controls Post-Call and Auto-Cadence steps, sender accounts, limits, tracking, send windows, and Send Share.
Review teaser-first AI cadence copy
Choose eMod or eRep and open a contact preview. AI cadence emails use a short teaser format: a 1 to 4 word subject, an 8 to 50 word body in 1 or 2 sentences, one distinct idea, and either a simple reply ask or one approved website link. They omit greetings, sign-offs, hard meeting asks, repeated openings, and multiple questions. eMod preserves the template's truthful intent, approved offer, and approved links while compressing its length and sales language. Regenerate preview creates fresh preview copy without sending or replacing queued rows.
Enable campaign emails safely
Open Email Cadence and choose Email Campaign Emails or Post-Call Emails. 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 default 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.
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 image proxies, bots, and security scanners. Provider rows separate Human-like, Proxy, and Scanner rates. Opens remain directional and are not an inbox-placement score. 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 Cadence, 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, Slack notification, and follow-up email as needed.
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 Cadence, 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. NTRP and NTRP - Sent Info keep that label on the call and move the associated contact to Unqualified so it leaves future cold outreach. Call-only outcomes such as Invalid Number change only the call log and do not overwrite the contact status. Authorized supervisors can use Shadow, Guide, or Join In. Continuous audio follows the selected session when available, with per-call fallback otherwise.
Read transcript speaker labels
Open Call Reporting > Calls and expand a call. Live role-aware transcripts show SDR and PROSPECT. Post-call diarization may know that voices are different without knowing their roles, so SalesHive keeps the honest label, such as SPEAKER A, instead of assuming every unknown voice is the prospect. A later post-call transcript does not overwrite an existing role-aware live transcript.
Read campaign calling outcomes
Open Dashboard 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 stricter conversation outcome set. Average Call uses connected-call duration, followed by Dial Sessions and Meetings Held.
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.
- 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 send, human-reply, human-likely open, proxy, scanner, bounce, and unsubscribe metrics.
- 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
- Maps and imports contacts into this campaign. Trash matches stay protected until you choose what to do; Archive matches stay unchanged.
- Keep in Trash
- Closes the campaign import result while leaving every matching Trash contact unchanged.
- Restore and Import
- Restores and reruns only the CSV rows that matched contacts in Trash for this campaign.
- 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 historical call disposition. NTRP outcomes move the associated contact to Unqualified, while call-only outcomes do not overwrite the contact status.
- Regenerate preview
- Creates fresh eMod or eRep teaser copy for review without sending it, deleting queued emails, or creating new 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.