Overview
The Campaigns manager lists every outreach campaign for the selected client and lets you create, pause, resume, rename, duplicate, and archive them. Each row shows live counts for contacts, calls, emails, responses, meetings, and today's email pacing. Pick a client in the switcher first; with no client selected the page prompts you to choose one. A quick search box narrows the list by name or SDR when a client has a lot of campaigns. Click any campaign to open its detail page for sequences, contacts, and settings. Eligible internal managers may also see a Bulk dial pilot toolbar for selecting compatible active campaigns, while clients and SDRs do not receive that pilot access. Use ? then Ask about this page to get help or, when logged in as a client, ask Buzz for your campaign names, statuses, and enrolled counts. Platform-only self-serve clients can manage their own campaigns with the same standard tools as employees; managed-service clients have a read-only view. The Calls column counts real outbound calls, excluding in-progress and skipped session markers.
How to use this page
Select a client and scan the summary
Choose the client in the top-right switcher. The stat band shows Total Contacts, Active Campaigns, Meetings Set, and Conversion Rate across that client's active campaigns. The Active campaigns header also shows quick pills: how many are on, paused, running auto-cadences, and how many have no SDR assigned.
Read the campaign table
Each row lists the campaign name, SDR, an On toggle, and counts for Contacts, Calls, Emails, Responses, Today (emails sent so far today), Meetings, and Created date. The Today value reads "3 / 100" when the campaign has an explicit daily cap, or "3 · Auto" when it has no cap and the sender throttles pace it instead. Click a row to open the campaign detail page where you manage sequences, contacts, and copy. The Calls value counts real outbound calls only, so in-progress and skipped session markers are not included.
Search a long campaign list
Use the search box in the Active campaigns header to filter by campaign name, SDR, or the person who created it. The summary line updates to "Showing N matches of M campaigns" as you type. Click the X in the box to clear it. If nothing matches, the page shows a No campaigns match state with a Clear search button and, when you are on the active list, a Search archived too button to widen the search to archived campaigns.
Create a campaign
Click + New Campaign. Give it a name, optionally assign an SDR, and choose whether to enable Auto-Cadence Emails (and the email type). Both sequences start disabled by default, so a new campaign cannot send until you turn sending on from the detail page. Click Create Campaign. New campaigns are safe to set up before they go live.
Pause, resume, or rename
Use the On toggle in a row to pause or activate a campaign without opening it. Click the pencil icon next to a name to rename in place, then save or cancel. Status changes apply immediately, and if a change is rejected the page tells you with an error message instead of silently snapping back.
Duplicate or archive
The Actions column has icons to view, duplicate (copies settings only, no contacts), split contacts across 2 SDRs (needs at least 2 contacts, companies kept together), combine another campaign's contacts into this one (only when the client has 2+ active campaigns), and archive a campaign. Split and combine are available to employees and platform-only clients. Archiving asks you to confirm first; unarchiving is one click. Playbook campaigns cannot be archived. Use Show Archived to reveal archived campaigns and unarchive them; the toggle shows the archived count.
Run the manager-only bulk dial pilot
If your internal role has pilot access, the Bulk dial pilot toolbar appears above the campaign table. Select active campaigns with the same effective call script, follow-up email setup, and call policy, then choose Call All Campaigns for the normal eligible queue or Call All Asked for Info for contacts whose status is Asked for Info. You can select up to 30 campaigns. The Dial session preflight shows selected and eligible counts, per-campaign exclusions, compatible groups, overlapping callable contacts, and warnings. Paused or archived campaigns, campaigns without the required script or email setup, campaigns with overlapping callable contacts, and incompatible groups are excluded or block the run. Start compatible campaigns only when the preflight allows it. Each campaign still runs through its own dialer session, preserving campaign attribution and rechecking ownership, recycle, DNC, blocklist, timezone, and max-dial rules when the session starts.
What the buttons do
- Client switcher
- Top-right dropdown that selects which client's campaigns you are managing.
- Search box
- Filters the visible campaign list by name, SDR, or creator. The summary shows how many match; the X clears it.
- + New Campaign
- Opens the create dialog: name, optional SDR, and an Auto-Cadence Emails toggle with email type. Sequences start disabled so nothing sends until you enable it on the detail page.
- On toggle
- Pauses or activates a campaign directly from the list. Completed campaigns cannot be toggled. A rejected change surfaces an error instead of failing quietly.
- Rename (pencil)
- Edits the campaign name inline. Save with the check, discard with the X.
- View (eye)
- Opens the campaign detail page (sequences, contacts, settings).
- Duplicate
- Creates a copy of the campaign's settings only (no contacts are copied).
- Split (actions)
- Splits a campaign's contacts across 2 SDRs, keeping each company's contacts together. Requires at least 2 enrolled contacts. Available to employees and platform-only (self-serve) clients; hidden for managed-service clients and archived campaigns.
- Combine (actions)
- Merges another campaign's contacts into this one. Only appears when the client has more than one active campaign. Available to employees and platform-only (self-serve) clients; hidden for managed-service clients and archived campaigns.
- Archive
- Archives an active campaign (with a confirmation) or unarchives it in one click. Disabled for playbook campaigns.
- Show / Hide Archived
- Reveals or hides archived campaigns; the count in the label is how many are archived.
- ? Help
- Opens the page guide and Ask about this page chat. Clients can ask Buzz for their own campaign names, statuses, and enrolled contact counts.
- Calls column
- Shows counted outbound calls for the campaign. In-progress and skipped session markers are excluded.
- Bulk dial pilot
- Manager-only pilot toolbar for selecting active campaigns that can be checked for a compatible bulk run. It is hidden from client users and SDRs while the pilot is reviewed.
- Campaign selection checkboxes
- Select active campaigns for a bulk preflight. The pilot accepts up to 30 selected campaigns; paused and archived rows are not selectable.
- Call All Campaigns
- Runs preflight for the selected campaigns using the normal active-contact queue.
- Call All Asked for Info
- Runs preflight for the selected campaigns using contacts whose status is Asked for Info.
- Dial session preflight
- Shows selected and eligible campaigns, exclusions, compatibility groups, candidate counts, blockers, and warnings before a bulk run starts.
- Start compatible campaigns
- Starts the signed bulk plan when at least one compatible campaign is eligible and no blocker remains. Each campaign uses its existing dialer session and attribution.