CampaignsUpdated June 20253 min read

Launching & Monitoring Your Campaign

You've configured everything. Here's how to do a final review, activate your campaign, and track performance in real time once it's running.

Pre-launch Checklist

Run through this before clicking Launch. Each item takes less than a minute to verify and prevents the most common campaign issues.

Variable mappings are correct and complete

Spot-check a few rows in your CSV against the mapping screen.

The right agent is selected

Confirm the agent is published and its variables match your CSV columns.

Calling window and launch time are set

Double-check start time, end time, and campaign end date.

Retry settings are enabled

At minimum, configure one retry 24 hours after the initial attempt.

DNC filtering is toggled on

Ensure your latest DNC list has been uploaded before launch.

Test with 10–20 records before launching your full list. Listen to a few call recordings and confirm personalisation is working correctly.

Launching the Campaign

Click Launch on the review screen. The campaign status changes immediately:

DraftCreatedRunningCompleted

If you chose Launch Immediately, calls begin within minutes. If you scheduled the campaign, it will activate automatically at the set time - no action needed.

Monitoring Campaign Progress

Once running, track your campaign from the Campaigns dashboard. Every metric updates in real time.

Progress Bar

The progress bar shows what percentage of your total records have been processed.

Progress bar states

Not started0%

Scheduled or just launched - no records processed yet.

In progress50%

Half of records processed. Campaign is running.

Completed100%

All records processed. Results available in Analytics.

What to Watch

Records Processed

Running total of records attempted. Should increase steadily within your calling window.

Completion %

Overall progress. If this stops increasing during calling hours, check the campaign status.

Status

Should show Running during calling hours. If it shows Paused unexpectedly, resume from the three-dot menu.

Est. Completion

Estimated finish time. Recalculates automatically as calls are processed.

Individual call recordings, transcripts, and outcomes are available in Analytics → Voice → Calls once calls begin completing.

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