Overview
Manage a campaign's contacts, copy, outreach, reporting, campaign-specific disposition follow-ups, and staff-only contact eligibility. Contact eligibility can require matching contacts to meet campaign rules or client-wide rules, and changes are previewed before any active enrollment is removed. Asked for Info templates can add extra Cc recipients for every manual or automatic follow-up. Client users and non-SDR staff can use the top status toggle to activate or pause a campaign, while SDRs can view its status only.
How to use this page
Review campaign contacts
Open Contacts to see enrolled prospects and saved table layout preferences. Imports that create or update contacts but do not match this campaign's eligibility rules show an Outside eligibility rules result instead of enrolling those contacts.
Check or change campaign status
Use the Active or Paused toggle at the top of the page when your role allows it. SDRs can see the campaign status but cannot activate or pause it. Completed campaigns cannot be toggled.
Configure contact eligibility (staff)
In Settings, expand Contact Eligibility. Choose whether the rules apply to this campaign only or all campaigns for the selected client, then select custom rules, client-wide rules, or no rules. Add up to 20 contact-property rules and choose whether a contact must match all or any rule. Preview and Apply shows the matching contacts, active contacts to remove, and pending emails to cancel before you confirm. Future enrollments, emails, and calls use the applied rules, while outreach history stays intact.
Configure campaign meeting emails
In Settings, manage Meeting hand-off and Meeting confirmation templates. Both support scheduled-meeting merge fields such as {Date} and {Time}.
Configure an Asked for Info follow-up
In Settings, open the campaign's Disposition email templates and edit Asked for Info. Enter valid comma-separated addresses in Extra Cc (optional) to copy them on each manual or automatic Asked for Info email. The prospect remains the only To recipient.
Open campaign reporting
Choose Email Reporting, then Email Analytics to review campaign-only engagement, activity, and click records. Its quick ranges and custom dates use Eastern Time.
Export email reporting
Set the date range and sequence filter you need, then select Export CSV. The download includes the report context, summary totals, daily performance, cadence-step performance, and template or variant performance.
What the buttons do
- Active / Paused status toggle
- Activates or pauses the campaign for client users and non-SDR staff. SDRs can view the status but cannot use the toggle.
- Contact Eligibility
- Staff-only Settings panel for applying contact-property eligibility rules to this campaign or all campaigns for the selected client.
- Preview and Apply
- Previews contacts and pending emails affected by an eligibility change, then asks for confirmation before applying it.
- Disposition email templates
- Opens campaign-specific dialer follow-up templates.
- Extra Cc (Asked for Info)
- Adds recipients copied on each Asked for Info follow-up while keeping the prospect as the only To recipient.
- Email Reporting / Email Analytics
- Opens campaign-only email performance and activity with an ET date range.
- Export CSV
- Downloads the current Email Analytics report with summary, daily, cadence-step, and template or variant data.