*** title: Creating Campaigns description: >- Learn how to create and configure outbound campaigns to reach your contacts automatically. -------------- # Creating Campaigns This guide walks you through creating an outbound campaign from start to finish. ## Starting a New Campaign 1. Navigate to **Campaigns** in the dashboard 2. Click **New Campaign** 3. Enter the basic information: * **Name** - A descriptive name for internal use * **Description** - Optional notes about the campaign's purpose ## Campaign Configuration ### Basic Settings | Setting | Description | | ----------------- | -------------------------------------- | | **Campaign Name** | Internal identifier for the campaign | | **Description** | Notes about purpose and goals | | **Agent** | The AI agent that will make calls | | **Contact List** | The list of contacts to call | | **Caller ID** | The phone number displayed to contacts | ### Selecting an Agent Choose the agent that will handle campaign calls: 1. Click **Select Agent** 2. Choose from your existing agents or create a new one 3. Review the agent's configuration for outbound suitability Outbound agents should have scripts tailored for proactive outreach rather than inbound support. Consider the conversation flow when the contact answers. ### Linking Contact Lists Connect one or more contact lists to your campaign: 1. Click **Add Contact List** 2. Select from your existing lists 3. Configure sync settings New contacts added to linked lists will automatically be queued for the campaign. ## Campaign Scripts Define what your agent says during campaign calls. ### Opening Script The opening is crucial for outbound calls. It should: * Identify who is calling * State the purpose clearly * Engage the contact quickly **Example Opening:** > "Hi, this is Gail calling from Acme Insurance regarding your policy renewal. Do you have a moment to discuss your options?" ### Handling Responses Configure how your agent responds to common scenarios: | Scenario | Suggested Handling | | ------------------ | ------------------------------ | | **Interested** | Continue with main script | | **Not interested** | Acknowledge and offer callback | | **Wrong number** | Apologize and update contact | | **Busy** | Offer to call back later | | **Voicemail** | Leave a message or retry | ### Voicemail Script When calls go to voicemail: 1. Enable **Leave Voicemail** in campaign settings 2. Write a concise voicemail script (under 30 seconds) 3. Include a callback number or next steps **Example Voicemail:** > "Hi, this is a message from Acme Insurance about your upcoming policy renewal. Please call us back at 555-123-4567 or visit acmeinsurance.com to review your options. Thank you!" ## Scheduling Control when your campaign runs. ### Campaign Schedule Set the hours when calls can be made: | Setting | Description | | ---------------- | ---------------------------- | | **Start Time** | Earliest time to begin calls | | **End Time** | Latest time to make calls | | **Days of Week** | Which days the campaign runs | | **Time Zone** | Time zone for scheduling | Always respect appropriate calling hours. Most regulations prohibit calls before 8 AM or after 9 PM in the contact's local time zone. ### Contact Time Zones Gail automatically adjusts calling times based on contact time zones: * Phone number area codes are used to determine location * Calls are only placed during permitted hours * Contacts in restricted hours are queued for later ### Pacing Control the rate of outbound calls: | Setting | Description | | -------------------- | ------------------------------------------- | | **Calls per hour** | Maximum calls to initiate per hour | | **Concurrent calls** | Maximum simultaneous active calls | | **Throttling** | Automatic slowdown if connection rates drop | ## Campaign Outcomes Define the possible results of campaign calls. ### Standard Outcomes | Outcome | Description | | ---------------------- | ----------------------------------------- | | **Completed** | Call achieved its purpose | | **Callback Requested** | Contact asked to be called later | | **Not Interested** | Contact declined the offer | | **Wrong Number** | Number doesn't belong to intended contact | | **No Answer** | Call was not answered | | **Voicemail** | Reached voicemail | ### Custom Outcomes Create outcomes specific to your campaign: 1. Go to **Campaign Settings** → **Outcomes** 2. Click **Add Outcome** 3. Define: * **Name** - Outcome identifier * **Description** - When this outcome applies * **Action** - What happens next (complete, retry, escalate) **Example Custom Outcomes:** * "Payment Confirmed" - Contact made a payment * "Appointment Scheduled" - Successfully booked an appointment * "Transferred to Agent" - Escalated to human agent ## Launching the Campaign Before launching: 1. **Review settings** - Double-check all configuration 2. **Test calls** - Make test calls to verify the experience 3. **Check contact list** - Ensure contacts are properly loaded 4. **Verify schedule** - Confirm calling hours are appropriate To launch: 1. Click **Review & Launch** 2. Confirm the campaign details 3. Click **Start Campaign** ## Monitoring Active Campaigns Once running, monitor your campaign from the dashboard: * **Real-time stats** - Calls made, connected, completed * **Queue status** - Contacts waiting to be called * **Error alerts** - Issues requiring attention * **Live calls** - Currently active conversations ### Pausing and Resuming You can pause a campaign at any time: 1. Open the campaign 2. Click **Pause Campaign** 3. Calls in progress will complete, but no new calls start To resume, click **Resume Campaign**. ## Next Steps * [SMS & Text Messaging](/platform/sms/sms-text-messaging) - Set up and manage text messages for text-based campaigns * [Sequences](/platform/communications/outbound/sequences) - Create multi-step outreach flows * [Redialing Rules](/platform/communications/outbound/redialing-rules) - Configure retry behavior