Campaigns

How to use this page

1. 1

   Open assigned campaign calls on the enabled client

   In My campaigns, open an assigned campaign to search its contacts and review status. An active campaign offers Open auto-dialer. This opens the normal calling workflow without placing a call. If no campaign is assigned, ask your team lead to assign you in campaign settings. Saved calls remain in contact history; optional sequence tasks are separate.

2. 2

   Select the client and campaign view

   Open Platform > Outbound > Campaigns. Choose the client. Internal SDR Managers, Hiring and Training Managers, Admins and Executives start in All, showing active, paused and completed non-archived campaigns allowed by their access. Other roles retain the Active default. Where the view control is available, select Active to narrow the list. Show Archived includes archived campaigns. When a management role switches clients, the view returns to All, search clears and archived campaigns are hidden again. The list card starts at the top of the page, with the Active and All buttons (each with its count), Show Archived, Export Performance and New Campaign in its header row when your access shows them. Internal SDRs switching from CRM to Platform arrive here. Open campaigns in the Campaigns column for an assigned client in the SDR’s own Hub opens this list with that client selected. These shortcuts do not start dialing or change campaign permissions. The list always sorts the same way: campaigns you starred first, then campaigns that are on, then paused or completed ones, each A to Z, with archived campaigns last.

3. 3

   Find notifications and appearance controls

   The Notifications bell and theme button sit in the icon row at the bottom of the sidebar, just above your profile (in the top bar on a phone). The bell opens notifications. The theme button cycles between dark, light and system appearance; its label tells you the next choice. These controls do not change the selected client, which you pick above the sidebar navigation.

4. 4

   Export campaign performance

   Select Export Performance to download one CSV for every current and archived campaign in the selected client. Each campaign row includes status, SDR, contacts, emails sent, delivered emails, delivery rate, replies, reply rate, emails clicked, click rate, clicks, people who clicked, people who clicked 2+ times, bounces, bounce rate, unsubscribes, unsubscribe rate, outbound calls, meetings set, contact-to-meeting rate, creation date, and archive date. A TOTAL row sums the volume metrics and recalculates the rates. The export always covers the full client history, even when the page is showing only Active campaigns. Authorized former-client historical views can use the same read-only export.

5. 5

   Expand assigned call practice

   When an active Practice Campaign assignment is available to you, a client-specific call practice panel appears above the live campaign list. Non-SDR review views start it collapsed and show the number of available assignments. Select the Practice Campaign header to reveal or hide the assignment rows. The SDR view starts the panel open so assigned practice is immediately available. Clients do not see this internal training lane.

6. 6

   Open a practice assignment

   Expand Practice Campaign, then choose Start practice before the first attempt, Continue practice after work begins, or Review readiness after every required scenario is quality cleared. A scenario counts as ready only when its connected attempt has a disposition supported by the scored conversation, required work products, a complete evidence score, and launch-ready performance, or a documented Manager acceptance.

7. 7

   Review campaign activity

   Use each row to review SDR, contacts, calls, emails, responses, click rate, clicks, today's sends, meetings, status, creation date, Send share, and actions. In some client workspaces, internal staff also see a Seats column showing how many seats the campaign SDR holds on that client today; clients never see it. Click rate is the share of emails sent that got at least one click, so it never goes over 100%. Clicks counts every click, repeat clicks included. Select either number to open that campaign’s Clicks & warm leads view. The SDR column shows the saved assignment, including an incoming SDR preparing for a scheduled takeover. Internal non-SDR views show Takeover and the date beneath that name while the takeover is still scheduled. Search matches the saved SDR as well as campaign name, calling half SDR or creator. Asked for Info readiness is not shown as a separate board on this page. Today keeps each value on one line. For campaigns on the Email Sender Agent or Auto-Cadence it shows today's sends followed by the daily limit, or Auto when no fixed campaign limit is set. A dash appears when neither is on. The pills beside search count the campaigns in view that are on and paused, how many are on Email Sender Agent, and, only while any still use it, how many use auto-cadence. The without SDR pill counts campaigns with no saved SDR assignment, so a prepared incoming SDR is not counted as unassigned. This pill is hidden in Self-serve workspaces.

8. 8

   Rename a campaign

   Select the pencil beside a non-archived campaign name and enter the new name. Press Enter in the name field or select the checkmark (Save name) to save. Moving focus outside the name field and its Save and Cancel buttons also saves. Tab moves between these controls without saving, so you can reach Cancel and press Enter to discard the edit. Press Escape in the name field or select Cancel to discard it. Empty or unchanged names leave the original name in place. If saving fails, the original name returns and an error appears.

9. 9

   Start an eligible multi-campaign calling session

   Authorized staff can select active campaigns, then choose Call All or Call AFI. Call AFI remains the live readiness path for Asked for Info work. The preflight checks assignment, script or campaign context, callable contacts, duplicate contacts, and compatible call policy settings before Start compatible campaigns becomes available. An SDR can select campaigns assigned to them and, during an active Campaign Relief assignment, campaigns assigned to the SDR they are covering. Post-call email setup no longer blocks this check, including for Call AFI.

10. 10

    Open the response audit

    Select the number in Responses to open that campaign's Response audit. Numbers above zero are underlined, and a zero opens the audit too. The header shows Counted responses, Excluded automated, and all Attributed records, plus the reporting window, timezone, attribution rule, inclusion rule, deduplication rule, and excluded classifications.

11. 11

    Inspect counted and excluded records

    Use All attributed, Counted, or Excluded. Each row shows whether it counted, contact and company, subject and preview, full message text when available, mailbox folder, received time, classification, exclusion reason, the sender type (such as Email Sender Agent, After Call Agent or Auto-Cadence, or Sender unavailable), message id, thread id, RFC id, and inbox id. Use Previous and Next when there are more than 50 records.

12. 12

    Understand the response count

    Counted responses are campaign-attributed human inbound messages deduplicated by Gmail message id. Shwarming, Auto Reply, Internal, Out Of Office, Undeliverable, Ignore, Ignore Contact, and Ignore Global records stay visible in Excluded but do not increase the client-facing response total.

13. 13

    Set Send share

    Authorized campaign managers can choose Standard share (1x), More volume (2x), High volume (5x), Very high volume (10x), or Send first. Shares divide eligible shared-sender capacity on Auto-Cadence. On the Email Sender Agent, only Send first changes the order: that campaign's first emails go ahead of other campaigns' first emails on a shared mailbox, while follow-ups still come first. Shares are not daily limits and do not bypass mailbox limits, warming, pacing, send windows, or safety checks.

14. 14

    Create and configure a paused campaign

    Select New Campaign, name it, assign an SDR when available (Self-serve workspaces have no SDR field), and optionally turn on Auto-Cadence Emails and choose its email type. New campaigns always start with post-call emails off. When After call is enabled and its run allows changes, the After Conversation Agent reviews eligible calls and decides whether a follow-up email should send. New campaigns start paused with no contacts. Internal staff with campaign editing access can also choose a scheduled incoming SDR, labeled with the takeover date. This prepares the assignment only; calling access starts when the scheduled takeover completes. When the client has a default chosen in Tools > Campaign Context, the new campaign starts with a copy of that campaign's Calling Context and Email Context; otherwise they start empty. Open the campaign to prepare copy, sender settings, contacts, and dialing rules before activating it.

15. 15

    Complete email readiness before activation

    When Post-Call or Auto-Cadence is enabled, activation checks the selected email type, active Basic or eMod templates for every configured step, supported merge tags, 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. If activation is refused, follow the specific error, correct each item, then retry. When Confirm sending email addresses appears, check the client, campaign names and every sending address. Review Addresses on queued follow-ups separately: changing the sender selection does not replace addresses already saved on queued follow-ups. Choose Confirm and activate to proceed, or Go back to cancel. If the addresses change during review, review the new list before confirming again.

16. 16

    Use campaign actions carefully

    Open a row to review the campaign, copy it when allowed, pause or activate it, or archive it when it leaves the active workspace. Campaign Diagnostics is read-only and does not change enrollments or settings.

17. 17

    Share one calling queue between two SDRs

    Not available in Self-serve workspaces. Authorized staff can open Share calling queue on a non-archived campaign with at least two active contacts. Review the Primary SDR queue and Partner SDR queue counts, then choose two different SDRs assigned to this client. Companies stay together, so queue sizes may differ; contacts without a company are balanced individually. End active dial sessions before sharing or rebalancing. Select Share calling and review the confirmation. Every active contact participates, including contacts with prior calls or emails. History stays intact, and email outreach continues once from the same campaign. Contacts added later default to the primary SDR until the queue is shared again. Once the queue is shared, each SDR with active contacts gets an indented Calling half row under the campaign. It shows that SDR (the primary SDR is tagged Primary), their active contacts, the calls they made and the meetings they booked from the campaign. The email columns read Email shared with the campaign above. SDRs see only their own row. Select a row to open the campaign. If an SDR leaves the client without Stop sharing, their half returns to the primary SDR automatically and their contacts are counted in the primary SDR's row. Select Stop sharing to return the full queue to the primary SDR yourself. For either SDR selector: Focus the selector and press Up or Down to open it. If a search field appears, type to narrow the choices, then press Up or Down to enter the options. Use Up/Down to move, Home/End to jump to the first/last option, and Enter or Space to choose. Escape closes only the menu without changing the value and returns focus to its button. Tab closes the menu and moves on.

18. 18

    Create an internal sales demo when available

    Authorized internal sales and operations users can select Create Demo Campaign for the selected accessible prospect or client. SalesHive uses saved company details and required public web research to prepare a Calling Context (call script first, then objection handling and company information, with no source links in the text) and three fictional buyers. New demo generation omits voicemail sections and instructions to leave a voicemail. Review generated facts and any research warning before presenting. The demo is active with automatic and post-call email disabled. This is separate from scored Practice Campaign assignments.

What the buttons do

Export Performance

Downloads a CSV across every current and archived campaign for the selected client, with sends, delivery, replies, bounces, unsubscribes, calls, meetings, calculated rates, and a TOTAL row.

Practice Campaign header

Expands or collapses the internal assignment rows. Non-SDR views start collapsed and show the assignment count, while the SDR view starts open.

Start practice / Continue practice / Review readiness

Opens an authorized internal Practice Campaign assignment. Review readiness appears only after every required scenario is quality cleared from its saved evidence.

Call All

Runs preflight for ordinary callable contacts across selected compatible active campaigns. Call All skips Asked for Info and meeting follow-up contacts, so if only those remain, the preflight says so and points you to Call AFI or the Call Rescheduling button on the campaign page, with counts.

Call AFI

Runs the live Asked for Info preflight across selected compatible active campaigns. It does not depend on a separate readiness board.

Start compatible campaigns

Starts the checked multi-campaign Dialer plan only when every blocking preflight check passes.

Responses number

Opens the campaign Response audit for counted and excluded attributed messages.

Click rate and Clicks numbers

Click rate shows the share of emails sent that got at least one human click; hover to see how many emails that is. Clicks shows every human click, repeat clicks included; hover to see how many people clicked 2+ times. Select either to open the campaign on Email Reporting > Clicks & warm leads. With no clicks, Clicks shows 0 and Click rate shows 0.0% (or a dash before any email is sent).

All attributed / Counted / Excluded

Filters the Response audit without changing the campaign metric.

View message text

Expands the stored message body for an audit row when available.

Previous / Next

Moves through Response audit pages of up to 50 records.

Active / All / Show Archived

Active shows active non-archived campaigns; All also includes paused and completed campaigns. Show Archived adds archived rows. The control appears for internal non-SDR viewers. These filters do not limit Export Performance.

Search name or SDR / Search campaigns

Narrows the current view by campaign name, saved SDR assignment (including a scheduled incoming SDR), calling half SDR or creator. In a Self-serve workspace the box reads Search campaigns.

Star

Employees only. Pins a campaign to the top of your own list for the selected client; select it again to unstar. Your stars are personal and do not change anyone else's list. Not shown to clients or while viewing as another user.

Send share

Sets the relative Auto-Cadence allocation for eligible campaigns sharing a sender. On the Email Sender Agent, Send first puts the campaign's first emails ahead of other campaigns' first emails on a shared mailbox.

On toggle

Activates or pauses a campaign when your role allows it. A campaign with Post-Call or Auto-Cadence enabled must pass its full email readiness check before activation saves.

New Campaign / Create Paused Campaign

Creates a campaign in a safe paused state for configuration.

Campaign Diagnostics

Shows read-only readiness signals.

Share calling queue / Share calling

Previews two company-grouped calling queues and confirms the primary and partner SDRs. Keeps one campaign and one email cadence.

Calling half row

Read-only row under a shared campaign for one SDR's calling half: active contacts, calls and meetings for that SDR. Opens the campaign when selected.

Stop sharing

Shown to staff on a non-archived campaign with shared calling. After you confirm, returns every active contact to the primary SDR for calling. Both SDRs must end active sessions first. Email cadence progress and contact history stay intact, and you can share the queue again later.

Confirm and activate / Confirm and save

Applies the requested activation or sender change after you review the displayed client, campaigns and sending addresses.

Go back

Cancels the sending-address confirmation without applying the requested change.

Create Demo Campaign

Creates a researched simulator campaign with fictional buyers for authorized internal users. Does not start a call.

Reconnect (mailbox notice)

Self-serve only. Shows beside each disconnected mailbox in the Reconnect your mailbox notice and opens Email accounts, where you sign in to that mailbox again.

Common questions