Section 07
Campaigns
Run scheduled bulk calling jobs across thousands of leads automatically.
What is a Campaign?
A campaign is a scheduled, automated bulk calling job. You assign an agent to a list of leads, set a time window for calling, and WiseRep handles all the dialling.
Campaigns are ideal when you need to reach tens, hundreds, or thousands of contacts — consistently and without manual effort.
Creating a Campaign
- Navigate to Campaigns in the sidebar.
- Click New Campaign.
- Fill in the details:
- Campaign Name — a name for your reference
- Agent — select which agent will make the calls
- Tag — a unique identifier used to route leads from GHL or webhook integrations (optional, but required for the GHL integration)
- Start Date / End Date — the date window during which the campaign will run
- Preferred Calling Hours — the time of day calls should be made (e.g., 9 AM – 5 PM)
- Click Save & Continue to proceed to the lead list upload.
Note:Two campaigns using the same agent cannot run at the same time. WiseRep will alert you if there’s a scheduling conflict.
Uploading your Lead List
After creating your campaign, upload your leads:
- Prepare a CSV file with at least one column for phone numbers.
- You can include additional columns — first name, company, custom data — which the agent can reference during calls using variables.
- Click Upload Lead List and select your CSV file.
- Map the columns — tell WiseRep which column is the phone number, which is the first name, and so on.
- Click Confirm to attach the leads.
Phone number format: use international format for best results: +1 555 123 4567, +44 20 7946 0000, etc.
CSV example:
firstName,phone,company
Sarah,+12125550100,Acme Corp
James,+13105550199,Globex IncNote:Make sure phone numbers are in international format (e.g., +1 555 123 4567) for best results.
Campaign Statuses
| Status | Meaning |
|---|---|
| Scheduled | Set up and waiting for the start date to arrive |
| Active / Running | Currently dialling — calls are going out |
| Paused | Temporarily stopped — can be resumed at any time |
| Completed | All leads have been contacted or the end date has passed |
| Cancelled | Manually stopped — cannot be restarted |
Monitoring a Campaign
While a campaign is active, the campaign detail page shows:
- Calls made vs. total leads
- Conversion rate (updated in real time)
- Individual call logs for any lead
- Lead status: reached, voicemail, no answer, failed
Pausing or Stopping a Campaign
- Pause: Click Pause on the campaign detail page. Dialling stops immediately and the campaign retains its progress.
- Resume: Click Resume on any paused campaign. Dialling picks up from the next uncalled lead.
- Stop: Click Stop to end a campaign permanently. Stopped campaigns cannot be restarted — create a new one with the same settings if needed.
Duplicating a Campaign
From the campaign list, click the overflow menu → Duplicate to create a copy with identical settings and a new lead list upload.