Campaigns
Use a campaign to call a list of contacts with one workflow. You choose who gets called, which numbers the calls come from, when they go out, and how many run at once.
Outbound campaigns live under Outbound in the menu. Each one is a single workflow working through a single contact list. For calls coming in, see Inbound.
Create a campaign
Open Outbound and choose New campaign. The form has six steps, and Review shows anything still missing before you can create the campaign.
Basics
Give the campaign a Campaign name, pick the Workflow that talks on every answered call, and pick the Phone connection your calls go out through.
Contacts
Choose where contacts come from:
- Upload CSV: a file of up to 10 MB with a
phone_numbercolumn. - Google Sheet: paste the sheet's link. Connect Google Sheets first if the form asks you to. New rows are picked up every 15 minutes while the campaign runs.
- Webhook: your own system sends contacts to a web address that appears after you create the campaign. Wait before calling sets how long Woise waits before dialling each contact it receives.
Download template gives you a CSV with the columns your workflow needs.
Numbers to call from
Under Call from, pick All numbers to rotate across every number on the connection, Choose numbers to tick the ones to use, or Saved pool to use a number pool.
Calling hours
Turn on Set calling hours to call only inside the hours you paint on the weekly grid. Add Closed dates and special hours for holidays. Use each contact's own time zone reads the hours on each contact's clock instead of one time zone.
Then answer What are these calls for? with Utility (reminders, updates and support for people already with you) or Marketing (offers, admissions, sales).
Retries and limits
Set how hard the campaign tries and when it stops by itself. See the sections below.
Review
Check the summary, then choose Create campaign.
What your contact file needs
We check your list before the campaign can start:
- A
phone_numbercolumn, with every number starting with+and the country code. - No repeated numbers. A duplicate rejects the file.
- Every other column becomes a detail the agent can use on that call, such as the contact's name. If the workflow's prompts use a variable, that column must exist and be filled in on every row.
A CSV file is read once, when the campaign starts. Editing it afterwards changes nothing, so get the list right first.
Retries
Call again if it doesn't connect tries contacts again when they didn't answer. When it is on:
- Extra tries: how many more attempts, from 0 to 10.
- Wait between tries: from 1 minute to 1 hour.
- Try again when: Line busy, No answer, or both.
Turn it off and each contact is called once.
Limits
- Calls at the same time caps how many calls this campaign runs at once. Campaigns share your outgoing lines. Leave it empty to use the limit shown in the box.
- Pause if many calls fail stops the campaign by itself when calls keep failing, for example because of a carrier problem, so you don't burn through the whole list.
- Pause if many people ask not to be called stops the campaign when too many of the people who answer ask not to be called. It is on by default, at more than 10% of answered calls, counted after 20 answered calls. A high rate usually means a bad list, or a script that needs work.
You can resume a paused campaign from its page.
Who is never called
Numbers on your do-not-call list are skipped. A number blocked only from marketing calls can still get a Utility campaign's call.
Marketing calls to Indian (+91) numbers only go out between 9 am and 9 pm India time, even if your calling hours are wider. Utility calls follow your calling hours.
Launch and run
A new campaign starts as Draft. Choose Launch campaign to start it. If something blocks the launch, Before you launch lists each problem and how to fix it.
While it runs, the campaign page shows its progress, how calls ended, and every call it made. From the header you can:
- Pause and Resume the campaign.
- Edit its settings.
- Download a Report of its calls, for all time or a date range.
- Redial a completed campaign: this creates a new campaign that calls back contacts whose last call ended in Voicemail, No Answer or Busy.
Each call is also a run in Agent Runs, with its recording and transcript.
Common questions
How do I call a list of contacts?
Open Outbound, choose New campaign, pick the workflow and phone connection, add your contacts, set the numbers to call from and the calling hours, then launch it.
Where can my contacts come from?
A CSV file of up to 10 MB with a phone_number column, a Google Sheet, or your own system sending contacts to a web address.
Can a campaign try contacts again?
Yes. Turn on Call again if it doesn't connect, then set the extra tries, the wait between tries, and whether to retry on busy, no answer or both.
Who is never called?
Numbers on your do-not-call list are skipped. A number blocked only from marketing calls can still get a Utility campaign's call.
Can I pause a campaign?
Yes, from the campaign page. A campaign can also pause itself if many calls fail or many people ask not to be called.