Campaign Management
Last updated: April 12, 2026
Last Updated: April 12, 2026
Customer-Facing Guide
What this page is for
Campaign Management is the high-level workflow/campaign control surface for organizing, scheduling, and monitoring campaign-style outreach.
When to use it
When you are managing a larger campaign instead of a single-step workflow.
When multiple sends, timing rules, or outreach sequences need to be managed together.
What to decide before building a campaign
Who should be enrolled in the campaign
What the first message should try to accomplish
How often follow-ups should occur
What should happen after a reply or a no-response outcome
Whether the sending pace is safe for the lines involved
Common mistakes
Treating campaign management as pure volume instead of conversation design.
Batching too much traffic in narrow windows.
Not stopping or branching after engagement.
Using the wrong sender/source number strategy across the campaign.
How to verify it worked
Check that the right contacts were enrolled.
Check the campaign steps executed in the intended order.
Monitor replies, exits, and send pacing instead of only counting sent messages.