> For clean Markdown of any page, append .md to the page URL.
> For a complete documentation index, see https://docs.meetgail.com/platform/communications/outbound/creating-campaigns/llms.txt.
> For AI client integration (Claude Code, Cursor, etc.), connect to the MCP server at https://docs.meetgail.com/_mcp/server.

# Creating Campaigns

> Learn how to create and configure outbound campaigns to reach your contacts automatically.

This guide walks you through creating an outbound campaign from start to finish. The campaign builder uses a guided, step-by-step wizard.

## Starting a New Campaign

1. Navigate to **Outbound** in the left sidebar

![Campaigns in the left sidebar](/_fern-img/d999d674e70e06001af356b9e4ab0caf7972c51cfe329849fb4a0e696b6915e4.webp)

2. Click **New Campaign**

![New Campaign button on Campaigns page](/_fern-img/1479f7727d53d628b4693817f85b6a3d2952fc0ac16212f1c6e19f202442f4f0.webp)

## Choose a Campaign Type

The first step asks you to choose how you want to build the campaign:

| Type         | Best for                       | What's included                                                                                  |
| ------------ | ------------------------------ | ------------------------------------------------------------------------------------------------ |
| **Basic**    | Straightforward outbound calls | One or more contact lists (no segmentation), a single script, and one dial per contact           |
| **Advanced** | Complex, multi-touch outreach  | Audience segmentation, multiple sequences with separate outreaches, and optional redialing rules |

> **Note**
>
> You can convert a Basic campaign to Advanced later from the **Script & Flow** step if you need multiple sequences or redialing rules.

## Campaign Builder Steps

The wizard guides you through these steps (some are Advanced-only):

#### Audience (Basic) / Audience & Segments (Advanced)

Select one or more **contact lists**. In Advanced campaigns, you can also create **segments** with conditions to refine which contacts receive specific messaging.

![Audience step showing contact list selection](/_fern-img/f43446d81cc39185d83066a529404c88f71f90110389b6bbc1e58561c323376d.webp)

> **Note**
>
> Contact lists are optional when saving — you can save as a draft and add contacts later via the **Assignments API**. However, you need at least one contact list or assignment to launch.

#### Script & Flow (Basic) / Sequences (Advanced)

**Basic:** Select an existing script or create one. You can also configure **custom tools** (HTTP integrations) and **data extraction** fields from a side panel. Use **Have Gail Help** to let Gail suggest data extraction fields.

![Script & Flow step with actions, custom tools, and data extraction](/_fern-img/510089525f128c9649e3e6d576814214eb2ef827a13819b9260d1792c96e78e7.webp)

**Advanced:** Build one or more [sequences](/platform/communications/outbound/sequences) — each with outreaches that have their own timing and script. You can create sequences from scratch or select existing ones from your organization.

#### FAQs & Knowledge

Give your agent additional information and context to help answer customer questions during calls.

![FAQs & Knowledge step for adding agent context](/_fern-img/0accca12fc116b7b518ac13787eaf9533396757a78b3e723aba5dda8b51ea9fd.webp)

#### Agent & Voice

Configure how your agent sounds — choose a voice, add optional ambient audio, and use **Test Voice** to preview. You can also **Try Your Agent** to receive a live test call.

![Agent & Voice step with voice selection and Try Agent](/_fern-img/588ea3a4bf1d55a96dcde3ba3bbb235bace0befb7b728b579d184686f5f584d6.webp)

#### Redialing Rules (Advanced)

Optionally select an existing redialing rule or create one to control how outcomes like no answer, busy, and voicemail trigger retries. See [Redialing Rules](/platform/communications/outbound/redialing-rules) for details.

![Redialing Rules step with rule selection and contact thresholds](/_fern-img/01cbed68fe52c7c5994a1e1e820407ad74f0b0cf5c6414baf41da451dc628be1.webp)

#### Test & Launch

Review a summary of all campaign settings. Fix any validation issues (missing voice, agent name, greeting, or farewell). Use **Try Script** to test the call flow, then **Launch** when ready.

![Test & Launch step with campaign review and launch button](/_fern-img/224271615fc012adcbac9f8f821fba11e92ce866a8f653b3a4d742619f9be338.webp)

## Launching the Campaign

Before launching, the **Test & Launch** step shows a summary of your configuration. Address any issues first.

When you click **Launch**:

* **Basic campaigns** start calls immediately after confirmation.
* **Advanced campaigns** follow your configured schedule and sequence timing.

> **Note**
>
> You cannot launch a campaign without at least one contact list or API assignment. The platform will block the launch and prompt you to add an audience.

## Monitoring Active Campaigns

Once running, monitor your campaign by selecting it from the Campaigns tab:

* **Real-time stats** - Calls made, connected, completed
* **Live calls** - Currently active conversations

### Stopping a Campaign

You can stop a campaign at any time:

1. Open the **Campaigns** tab in **Outbound**
2. Click the 3 dots next to the campaign you would like to stop
3. Click **Stop**
4. Calls in progress will complete, but no new calls start

To resume, click **Start**.

## Next Steps

* [Sequences](/platform/communications/outbound/sequences) - Create multi-step outreach flows for Advanced campaigns
* [Redialing Rules](/platform/communications/outbound/redialing-rules) - Configure retry behavior
* [Managing Contacts](/platform/communications/outbound/managing-contacts) - Organize your contact lists
* [SMS & Text Messaging](/platform/communications/sms/sms-text-messaging) - Set up text messages for text-based campaigns

> Documentation for Gail, the AI platform for financial services. Learn how to set up GailGPT and Gail Agent to automate customer communications for insurance, banking, and finance.