Objective
Launch a campaign of three calls to numbers you own, and follow it from Scheduled to Completed.The scenario
Before Acme calls real customers, it runs the reminder over three internal numbers: yours and two colleagues who agree to answer. The flow is the same at thousands of rows. Make a CSV with the header rowcallee_name,mobile_number,due_amount,due_date,loan_account and three rows, phone numbers as ten digits without +91. Headers that match Ananya’s variable names map themselves.
Hands-on
Creating a campaign in the dashboard
1
Name it and pick the agent
In the sidebar, open Monitor → Campaigns and click Create campaign. Campaign Setup opens on Upload details. Enter Campaign name
EMI reminders - dry run, keep Campaign type on Assistant, and pick EMI reminder - Hindi under Select assistant.2
Upload the list
Drag your CSV onto Upload calling list or click Select File. In Calling list settings, leave Country code on +91 and check that every variable under Map variables to CSV columns found its column. Leave Remove invalid rows on. Click Next: “Processing CSV…” then “CSV verified successfully”.
3
Configure the calls
Under Select number, choose Number pool and pick Acme EMI reminders. Keep Timezone
Asia/Kolkata; Start date & time defaults to 10 minutes from now and End date & time to a day later. Calling windows defaults to 08:00–20:00 every day; if you are outside those hours, click Edit, add a window that covers now, and Save. Set Retry count to 1 Retry and Cooldown Period to 5 Minutes. Email notifications already lists you.4
Launch
Click Create campaign. You see “Campaign created successfully!” and the campaign appears in the list as Scheduled. The three calls are real calls.
5
Watch it run
Once the start time passes inside the calling window, your phones ring. Click the campaign’s row: the detail panel shows Status, Assistant, Call time, Timezone and Retry configuration. History opens the campaign’s calls in Logs, with no date limit.
Checkpoint
When the attempts are done, the detail panel shows Status Completed with the buttons Analytics, History and Export report. History lists the three calls as Completed; a call you let ring first shows Retry, then Completed after the second attempt.
Exercise
Create a second campaign from the same file, then stop it before it starts: select its row and click Terminate. The dialog reads “Termination will stop all future calls. Are you sure you want to proceed?” Click Confirm. Expected result: “Campaign terminated”, and because the campaign never placed a call it drops out of the list. There is no pause, and no resume from the dashboard.What you learned
- Campaign Setup has two steps: Upload details (name, agent, CSV, country code, variable mapping) and Configure campaign (numbers or pool, schedule, calling windows, retries, notifications).
- Calls go out only after the start time and inside a calling window, read in the campaign’s timezone. Every retry is another call to the same person.
- The detail panel’s History opens the campaign’s calls in Logs; Terminate stops all future calls, and a terminated campaign can’t be resumed from the dashboard.