Skip to main content

Campaign Settings

Learn the standard and advanced features of a campaign and how they can help you reach customers

S
Written by Shelby Glynn
Updated over 3 weeks ago

This article will walk you through the setup and available features of a campaign.

User Level:

  • Admin

Tools for Success

Power dialer campaigns offer more when you are making full use of these other CloudTalk features:

Adding a New Campaign

When you're ready to add a new campaign, make sure you have an idea of the scope and customer base you want.

From the dashboard, admins can add new campaigns or edit existing templates.

  • Go to Dialer > Campaigns and select +Add Campaign in the top right.

Campaign Settings

Basic Settings

Setting

Description

Name

Give the campaign a descriptive name for easier tracking later.

Campaign Status

  • Active – Campaign becomes visible to assigned groups/agents.

  • Inactive – Campaign is hidden.

👉 For desktop app users, keep only one campaign active at a time, since there’s no way to choose which one dials first.

Do you want to schedule campaign?

Option to set a start date and time.

Select Contacts by Tags

Define which contacts are included based on tags.

  • Add tags manually or via automation.

  • If multiple tags are added, contacts with more matches are prioritized.

  • When contacts have the same number of matches, the dialer follows this order: first_attempt_contact, first_attempt_contact, call_again_contact (randomized if more than one option exists).

  • Numbered tags can set dialing priority. Create one main campaign tag (for example, My Campaign) and add secondary tags like My Campaign - 9, My Campaign - 8.
    → The dialer first looks for the highest-numbered tag, then steps down. If no matches remain, it uses the base campaign tag, and finally exits if nothing is found.

Attempts per Contact

Number of times the dialer will retry unanswered contacts.

Hours Between Attempts

Time delay between retry attempts (in hours).

Answer Wait Time

Number of seconds the system waits for a contact to answer before marking the call unsuccessful.

Automatically dial next contact after a call ends on/off

  • Off (default) – Agent starts next call manually.

  • On – Next contact is dialed automatically after each call. (Make sure after-call work time is sufficient.)

Call Recording

Off (default)

On – Automatically record calls.

Outbound Caller ID

Choose from:

  • A number in the dropdown.

  • Default to the agent’s assigned caller ID.

Assign Call Script

Attach a call script template (created in Dialer > Call scripts).

Assign Survey

Attach a survey template (created in Dialer > Surveys).

Assign Groups

Select groups responsible for running the campaign.

  • Use case: Certified groups by state for compliance. Agents who are certified to work in particular US states or counties can be marked by appropriate tags or organized into groups by state. This will allow you to organize your campaign such that only properly certified agents are routed calls for a given region.

Assign Agents

Select individual agents responsible for the campaign.

⚠️ At least one group or agent must be assigned, or the campaign won’t be visible.

Advanced Settings

Customize the buttons that agents select after a call ends.

These buttons represent the outcome of the call. For each button, you can define:

  • Title – the button’s name

  • Type – the call result it represents

  • Color – for quick visual recognition

  • Description – additional context to guide agents when choosing the outcome

Troubleshooting Tips

  • I can't find my campaign under the Power dialer tab / on the desktop app...

    • The most common reason for this not having assigned agents / groups for the campaign. Whether you are an agent, admin, or supervisor, you will only be able to start an active campaign when that campaign has been assigned either to you or a group you are a part of.

  • I have multiple active campaigns. How do I know which one will start dialing first?

    • On the dashboard: Assuming these campaigns do not use the scheduling feature (or are scheduled for the same times), there isn't currently a way to know which will dial first. Therefore, in order to have more control over the order of your campaigns, we advise users to keep only one campaign active for a given time, or use the scheduling feature during setup.

    • On the desktop app: Agents will be able to choose which campaign to start dialing.

Have more questions? Contact our Support team! We're always happy to help.

Related Articles
Power Dialer
How to use Campaigns on CloudTalk Phone
Campaigns
Sequential Dialer
Campaigns and CloudTalk Dialer
Did this answer your question?