Overview
Manage outreach campaigns for the selected client: create, pause, resume, rename, duplicate, split, combine, search, reorder, and archive campaigns. Each row shows live campaign counts. Eligible internal managers can create a compatible filtered calling pool, while a campaign split now requires a saved two-SDR assignment plan before memberships move. SDRs can review campaign status but cannot activate or pause a campaign.
How to use this page
Select a client and scan campaigns
Choose the client in the switcher. The summary shows campaign counts and pacing, while each campaign row links to its detail page and exposes actions allowed for your role. SDRs can see each campaign's Active or Paused status but cannot change it.
Search, order, and create campaigns
Search by campaign name, SDR, or creator. Eligible internal manager roles can save a personal order from the unfiltered active view. Use New Campaign for a standard campaign, or the authorized filtered calling-pool flow where available.
Split a campaign safely when authorized
Select the Split action on an active campaign with at least two contacts. Review the company-safe two-half preview, then choose two different SDRs before confirmation: one for the original campaign and one for the new paused half. Named companies stay in one half, while contacts with no company can be distributed individually.
Confirm or resume the split
Confirming preserves the original campaign's settings and sender aliases, copies both to the new child, and leaves that child paused for readiness review. Progress is saved after every batch. If a move pauses safely, reopen the saved plan and select Resume split. When complete, review the recorded contact-count, SDR-assignment, sender-readiness, and company-group verification before selecting Done.
Use other campaign actions
Use Actions to pause, resume, rename, duplicate, combine, or archive when your access allows it. Campaign status controls are disabled for SDRs. Combining moves contacts into a standard destination campaign. Playbook campaigns cannot participate in a combine.
What the buttons do
- + New Campaign
- Opens the standard-campaign flow and authorized filtered calling-pool option.
- Active / Paused status toggle
- Activates or pauses a campaign when your role allows it. SDRs can view the status but cannot use this control.
- Split
- Opens a company-safe two-half preview for an active campaign with at least two contacts.
- Assign SDR to original campaign half / new paused campaign half
- Required selectors that save two different SDR assignments before a split can be confirmed.
- Split into 2 / Resume split
- Confirms the planned split, or continues a safely paused saved operation.
- Done
- Closes the completed split after the verification results are reviewed.
- Combine campaign
- Moves contacts into a standard destination campaign. Playbook campaigns cannot be sources or destinations.
- Show Archived
- Shows archived campaigns for review or restoration.