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A campaign is a batch: a file of cases that the bot will work through, within a schedule and with a given configuration. This screen is where you follow that batch while it happens.

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Where to find them

There are two ways to reach a campaign, depending on what you need:
  • Campaign monitoring shows the campaigns of all your bots in a single table. It’s the view to use when you want to know how the day is going.
  • Bots → a bot → Campaigns shows only that bot’s campaigns.
Both tables carry the same information, and from either one you can open a campaign’s detail. Campaign detail: parameters, cases, metrics, phone numbers and progress A campaign’s detail brings together, at the top, the parameters it was created with and the figures on how it’s going; below, the list of its cases.
The table doesn’t update on its own in real time: it refreshes every 60 seconds, and you can also force it with the refresh button.

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Campaign statuses

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Start, pause and finish

From each campaign’s actions menu you can change its status without opening the detail:
Pausing and finishing don’t cancel calls that are already in progress or queued. They stop new calls from being generated, so you’ll still see activity for a few minutes after pausing.
A closed campaign can’t be reopened. If you need to resume the batch, you have to create a new campaign with the remaining cases.
A campaign also closes on its own, without anyone finishing it, when it reaches 100% completion. If you see a Closed campaign that nobody closed, this is why.

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A campaign’s metrics

The detail groups its figures into two blocks: Metrics, with contactability and success rate, and Progress, with the two progress bars. Metrics block with success rates and contactability

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Contactability

The percentage of the campaign’s cases the bot managed to talk to. A case counts toward contactability when there was a conversation; a phone that rang with nobody picking up doesn’t.
On ongoing campaigns the value updates continuously, with up to a minute of delay. On closed campaigns the final value stays fixed.

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Success rate

The percentage of the campaign’s cases that ended in a payment promise. It’s the business-outcome metric: it doesn’t measure how many calls went well, but how many cases committed to pay.
Contactability and success rate answer different questions and aren’t comparable to each other: one measures reach — how many you talked to — and the other, outcome. It’s normal for one to be high and the other low.

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The two progress bars

Under Progress there are two bars measuring two different things about the same batch: The two progress bars of an ongoing campaign A case enters the first bar as soon as it’s called for the first time. It only enters the second one when its handling is over: because it produced a final result, because it ran out of retries, or because it went into rest. That’s why the calls bar is always equal to or ahead of the completed one, and the distance between them is the number of cases being handled right now: they’ve been attempted, but can still receive another call. As the campaign advances, that gap opens and then closes: first everyone gets dialed, and only afterwards do they start closing. When the campaign finishes handling everything, both bars read 100% and match — that’s the sign that nothing is pending.
If the calls bar hits 100% and the completed one lags behind for a while, that’s expected: there are no cases left to attempt, but some still allow another retry before closing.

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A campaign’s parameters

Parameters block of a campaign

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Retries

What it is: how many times each phone number is called before it’s considered exhausted.
The limit is per phone number, not per case. With retries set to 4, each of the case’s numbers can receive up to four calls — not the case as a whole. How many numbers are in play is set by Priority.

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Dial mode and Priority

These two go together: the mode defines how the campaign goes through each case’s phone numbers, and priority defines which ones. Each case can bring several phone numbers. The order isn’t arbitrary: they’re the columns you defined in the campaign input file, and that order is the priority order — the first one is the main number.

Horizontal

The campaign goes through several numbers per case. Priority says up to which one: with 3, it uses the first three and leaves the rest out.

Vertical

The campaign works on a single number. Priority says which one: with 2, it only calls each case’s second phone number.
In horizontal mode, the bot doesn’t call the numbers simultaneously or alternate between them: it insists on the first one until its retries run out, only then moves to the second, and so on. The case is considered exhausted when every enabled number has reached its limit.
In horizontal mode, priority and retries multiply. With priority 3 and retries 4, a case can receive up to 12 calls: four for each of the three numbers. Before raising either value, it’s worth looking at the other.
Priority is not a priority of one campaign over another: it doesn’t define which one is handled first if you have several running, but which of each case’s phone numbers come into play.
Vertical is useful for surgical batches on a specific number — for example, a second pass calling only the work phone. Horizontal is the usual choice when you want to exhaust each case’s contact options.

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Start and schedule

The start date defines when it begins, and the schedule between which hours of the day it can call, in the bot’s time zone.

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The campaign’s cases

The Cases block reports what happened with the file’s cases:
If a campaign called far fewer cases than you uploaded, the explanation is here: the difference goes into filtered and discarded due to rest.
The download icon next to Discarded due to rest gives you the list of those cases, one row each: the identifier, its phone numbers, the debt codes, the reason for the rest —the label that caused it— and the activation date, that is, from when it’s available to be handled again.
That file answers the question case by case: why this contact wasn’t called, and when it can be called.

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The campaign’s phone numbers

The Phone numbers block does the same one level down, since a case can bring several numbers:
The download icon next to the filtered ones lets you download the list of discarded numbers, to check them against your source database.
This filter only applies where there’s a regulator with a public registry — in Argentina, Enacom. It avoids spending attempts on numbers that were never going to answer.

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From the API

All these figures are available without entering the platform, in Campaign detail. You can also change a campaign’s status — start, pause or finish it — from your own system.