Overview
Campaign management lets you:- Create new campaigns with clear objectives
- Track campaign status and progress
- Delete or update campaigns as needed
How to create a new campaign
- Click “Create Campaign” to open the campaign creation form.
- Enter campaign details:
- Campaign Name: Give your campaign a unique, descriptive name (e.g., “Sales Outreach”).
- Business Goal: Define the main objective (e.g., “Get customers” or “Increase sales”).
- Submit campaign: Click Create to save. The new campaign appears in the list with an initial status.
Campaigns interface
See all your campaigns in one place, with details and options to view status or delete campaigns.| Campaign Name | Business Goal | Status | Delete |
|---|---|---|---|
| Sales Outreach | Get customers | INITIATED | [Delete] |
| Test Nishant Campaign | To increase sales | INITIATED | [Delete] |
Interface elements
- Campaign Name: For easy identification
- Business Goal: Short description of the objective
- Status: Current status (e.g., INITIATED)
- Delete: Remove the campaign from the system
Managing campaigns
- Initiated Campaigns: Status “INITIATED” means the campaign is in progress
- Deleting a Campaign: Click Delete next to the campaign name and confirm if prompted
Tips for effective campaign management
- Regularly review campaigns to ensure they align with your goals
- Update campaign status as they progress
- Use descriptive names and goals for easy tracking
Types of campaigns you can set up
- 📞 Call Campaign: Automate or schedule voice calls (e.g., follow-ups, reminders) to reach customers at the right time
- ✉️ Email Campaign: Set up automated or personalized email campaigns to engage customers, provide updates, or offer promotions
- 💬 SMS Campaign: Manage SMS campaigns for direct communication, automating responses or sending marketing messages
Example campaigns
- Campaign Name: Sales Outreach
Business Goal: Get customers
Status: INITIATED - Campaign Name: Test Nishant Campaign
Business Goal: To increase sales
Status: INITIATED