Create a Campaign

Configure all required fields before uploading a call list.

What this covers

Create a campaign in an active accessible Application from /campaigns and assign required values before call-list upload.

When to use this

Use this after Application setup is complete.

Before you start

  • At least one active Application is accessible to you.
  • At least one campaign user can be assigned with role `Agent` (solo users can assign themselves).

Steps

  1. Open /campaigns and choose `New Campaign`.
  2. Select the Application first so provider phone numbers can load for that Application context.
  3. Select a provider phone number; if dropdown is empty, verify provider credentials/numbers in the Application and retry.
  4. Complete required fields: Name, Start Date, Campaign Type, and Ringing Timeout (seconds).
  5. Assign campaign users and ensure at least one assigned user role is `Agent` (optional `Supervisor` users can also be added).
  6. Click `Save` and continue directly to call-list upload.

Important fields and options

Application

Required and must be active + accessible.

Provider phone number

Required. Loaded from provider numbers/caller IDs available under the selected Application.

Start Date

Required. Enter local date/time shown by the form (rendered in your profile timezone).

Campaign Type

Required. Choose one available type label (for example Calls/SMS/Email when enabled).

Ringing Timeout (Seconds)

Required integer value in seconds (common starting point: 20–30).

Campaign users and roles

At least one assigned role must be `Agent`; `Supervisor` alone is not sufficient.

Validation and common errors

  • Success message: "Campaign saved successfully. Now upload your call list."
  • If the phone-number dropdown is empty, campaign save remains blocked until a number is selectable.
  • If no Agent is assigned, validation fails and campaign cannot be created.

Notes

  • Application users define who can be selected in campaign user assignment; add user to the Application first if missing.
  • If date/time seems wrong, update your profile timezone before creating the campaign.

Related guides

Upload a CSV Call List Manage Campaign Users