Campaigns

Campaigns let you organize outbound calling lists. Upload contacts, track progress, and manage who gets called and when.

Creating a Campaign

From a fleet's detail page, click the Campaigns tab, then New Campaign. Give your campaign a name and optional description.

Uploading Contacts

You can add contacts to a campaign in two ways:

Spreadsheet Upload

Upload a CSV or XLSX file with your contact list. The uploader supports drag-and-drop and processes files client-side for privacy.

Required columns: phone (or phone_number). Optional columns:first_name,last_name,email,notes. Any additional columns are stored as custom fields.

Files are processed in batches of 500 contacts. After import, you'll see a summary of how many contacts were added, skipped (duplicates), or failed.

Manual Entry

For small lists, add contacts one at a time using the Add Contact form. Enter a phone number and optional name/email.

Contact Status

Each contact in a campaign has a status that updates as calls are made:

Campaign Progress

The campaign page shows a progress bar and breakdown of contact statuses. You can filter contacts by status to see who still needs to be called, who was reached, and what the outcomes were.