Section 06
Campaigns
Run scheduled bulk calling jobs across thousands of leads automatically.
What is a Campaign?
A campaign is a scheduled bulk calling job. You assign an agent to a list of leads, set a time window for calling, and WiseRep handles the dialing automatically.
Creating a Campaign
- Navigate to Campaigns in the sidebar.
- Click New Campaign.
- Fill in the details:
- Campaign Name — for your own reference
- Agent — select which agent will be making the calls
- Start Date / End Date — the window during which the campaign will run
- Preferred Calling Hours — the time of day calls should be made (e.g., 9 AM – 5 PM local time)
- Click Save & Continue.
Uploading your Lead List
After creating the campaign, upload your lead list:
- Prepare a CSV file with at minimum a column for phone numbers.
- Include additional columns (first name, company, custom data) — your agent can reference these during the call.
- Click Upload Lead List and select your CSV file.
- Map the CSV columns to the correct fields (e.g., which column is the phone number).
- Click Confirm.
Note:Make sure phone numbers are in international format (e.g., +1 555 123 4567) for best results.
Campaign Statuses
| Status | Meaning |
|---|---|
| Scheduled | The campaign is set up but hasn’t started yet |
| Active | The campaign is currently running and making calls |
| Paused | Temporarily stopped — can be resumed |
| Completed | All leads have been contacted or the end date has passed |
Monitoring a Campaign
While a campaign is active, you can:
- See how many calls have been made vs. total leads
- View the conversion rate in real time
- Browse individual call logs for any lead
- See which leads were reached, went to voicemail, or didn’t answer
Pausing or Stopping a Campaign
- Pause: Temporarily halts dialing. The campaign can be resumed and will pick up where it left off.
- Stop: Ends the campaign permanently. Stopped campaigns cannot be restarted (but you can create a new one with the same settings).