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outbound campaigns quickstart and overview (#531)
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‎fern/calls/call-outbound.mdx

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@@ -78,29 +78,9 @@ Use both `customers` and `schedulePlan` together to schedule batched calls.
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}
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```
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## Uploading Your CSV File to the Dashboard
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## Creating Outboud Calls from the Dashboard
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Use the [`example template`](../static/batch-sample.csv) to get started.
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* The only required columns are **`phone`** and **`name`**.
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* Any other columns (like `appointment_time`, `location`, etc.) can be used as dynamic variables in your assistant's script.
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## How to Launch a Batch Call
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1. Go to **Phone Numbers** in the sidebar.
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2. Select the **number** you want to call from.
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3. Scroll to **Outbound Settings** → click **Call Many Numbers**.
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4. **Upload your CSV file** (drag & drop or click to upload).
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5. Select your **Assistant**, **Squad**, or **Workflow**.
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6. Click **Make Calls** to start now, or **Schedule Calls** to set a future date/time.
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> *Calls will run concurrently — not sequentially.*
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## Tips for Clean Data
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* Use **UTF-8 encoding** when saving your CSV.
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* Avoid blank rows or duplicated headers.
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* Double-check that your column names match the variables used in your assistant.
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Learn more about how to launch [Outbound Calling Campaigns via Dashboard](/outbound-campaigns/quickstart)
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## Trusted Calling and Caller ID
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‎fern/docs.yml

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path: squads/silent-transfers.mdx
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icon: fa-light fa-arrow-right-arrow-left
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- section: Outbound Campaigns
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contents:
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- page: Quickstart
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path: outbound-campaigns/quickstart.mdx
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icon: fa-light fa-rocket
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- page: Overview
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path: outbound-campaigns/overview.mdx
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icon: fa-light fa-eye
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- section: Chat
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contents:
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- page: Quickstart

‎fern/outbound-campaigns/overview.mdx

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---
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title: Outbound campaigns overview
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subtitle: Create, execute, and manage outbound phone campaigns directly within the Vapi Dashboard
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slug: outbound-campaigns/overview
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description: Learn how to efficiently schedule calls, manage recipients, analyze performance metrics, and review detailed call logs and transcripts with Vapi's Outbound Call Campaigns
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---
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## Overview
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Outbound Call Campaigns allow users to efficiently create, execute, and manage outbound phone campaigns directly within the Vapi Dashboard. It enables users to efficiently schedule calls, manage recipients, analyze performance metrics, and review detailed call logs and transcripts.
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<Frame>
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<img src="../static/images/outbound-campaigns/campaigns.jpeg" alt="Vapi Setup Campaign" />
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</Frame>
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## Key benefits
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- **Intuitive UI**: Quickly set up campaigns in an easy-to-follow setup page
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- **Personalized**: Use dynamic variables to personalized outreach
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- **Analytics**: Get real-time monitoring and detailed analysis of call performance and outcomes
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## Common use cases
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- **Conversion Optimization**: Re-engage potential customers via targeted follow-up calls for abandoned carts
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- **Appointment Reminders**: Reduce missed appointments with timely reminder calls
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- **Customer Satisfaction**: Conduct post-service feedback and follow-up calls to enhance customer experiences
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- **Subscription Renewals**: Facilitate timely renewals with proactive call reminders
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- **Insurance Updates**: Verify and update policy details through targeted calls
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## Campaign setup process
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Outbound Call Campaigns follow a structured process:
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<Steps>
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<Step title="Campaign Configuration">
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Set campaign name and type.
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</Step>
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<Step title="Phone Number Selection">
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Choose outbound phone numbers (recommend Twilio).
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</Step>
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<Step title="Recipient Management">
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Upload recipients via CSV, supported with dynamic variables.
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</Step>
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<Step title="Assistant Selection">
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Select an existing assistant to handle the call.
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</Step>
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<Step title="Review & Execute">
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Review campaign and initiate or schedule calls for later.
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</Step>
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</Steps>
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## Campaign analytics
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The Campaign Dashboard provides comprehensive insights:
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- **Campaign Overview**: Monitor status, completed calls, pick up rate, and voicemail
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- **Detailed Call Reports**: Access individual call details, customer information, call duration, outcome statuses, and transcripts
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## Required information
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Outbound Campaigns only require a number to work. `number` column is required and needs to be spelled in lowercase.
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| number | |
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| --- | --- |
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| +14151231234 | |
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| +14153455678 | |
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<Note>
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Phone numbers must be formatted in E.164 format: [+] [country code] [subscriber number including area code]
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- Example: +14151234567
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- Maximum 15 digits total
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- No spaces or special characters
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</Note>
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## Tips for Clean Data
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- Use UTF-8 encoding when saving your CSV.
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- Avoid blank rows or duplicated headers.
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- Double-check that your column names match the variables used in your assistant.
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## Avoiding Spam
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To maximize call answer rates and establish trust with recipients, you should implement proper caller identification and trusted calling standards. This involves several key components that work together to verify your identity and build caller reputation.
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Learn more about [Trusted Calling](/calls/outbound-calling#trusted-calling-and-caller-id)
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## Dynamic variables
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Outbound Campaigns allows users to specify dynamic variables to pass to Assistants via additional columns in the CSV file. Outbound Campaigns can take one more additional columns.
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| number | name | customer_issue |
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| --- | --- | --- |
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| +14151231234 | John | password reset |
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| +14153455678 | Mary | address update |
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`{{name}}` and `{{customer_issue}}` can be used in the Assistant prompt as dynamic variables, based on this CSV file.
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<Note>
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- Column names cannot have spaces. Use `{{customer_issue}}` instead of `{{customer issue}}`
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- Column names must start with a letter
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- Users can use the same [Default Variables](/assistants/dynamic-variables#default-variables) as they can within Assistants
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</Note>
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## Concurrency
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Check concurrency limits in your Vapi organization. If your org has a concurrency limit of 10, a maximum of 10 calls will be started at a single time. The rest of the calls will be queued and retried a few minutes later as your concurrency slots become available. To increase call rate, you need you increase your Vapi org concurrency limit.
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Note that concurrency limits are on the Vapi side. Your telephony provider (e.g. Twilio) may have other rate limits.

‎fern/outbound-campaigns/quickstart.mdx

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---
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title: Outbound campaigns quickstart
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subtitle: Build a simple personalized outbound campaign that conducts post-service feedback and follow-up calls to improve customer experience
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slug: outbound-campaigns/quickstart
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description: Build a simple personalized outbound campaign that conducts post-service feedback and follow-up calls to improve customer experience
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---
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## Overview
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Build a simple personalized outbound campaign using Vapi that conducts post-service feedback and follow-up calls to improve customer experience and gather valuable insights from your customers.
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<Frame>
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<img src="../static/images/outbound-campaigns/setup.jpeg" alt="Vapi Campaigns" />
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</Frame>
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**In this quickstart, you'll learn to:**
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- Set up an outbound campaign with customer data
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- Configure personalized feedback collection calls
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- Launch and monitor campaign performance
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- Access detailed call outcomes and analytics
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## Prerequisites
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- A [Vapi account](https://dashboard.vapi.ai)
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- Phone number set up in your organization with a provider like Twilio (Vapi free numbers do not work for Outbound Campaigns)
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- Recipient information ready in CSV format
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- An existing Assistant configured in your account
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---
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## 1. Launch a Campaign
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<Steps>
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<Step title="Open the Vapi Dashboard">
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Go to [dashboard.vapi.ai](https://dashboard.vapi.ai) and log in to your account.
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</Step>
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<Step title="Navigate to Outbound Campaigns">
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Click `Outbound Campaigns` in the left sidebar to access the campaigns section.
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</Step>
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<Step title="Create a new campaign">
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- Click **Create Campaign**
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- Enter a **Campaign Name** (e.g., "Post-Service Feedback Campaign")
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- Select **Campaign Type** based on your feedback collection needs
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</Step>
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<Step title="Configure phone number">
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Select a phone number from your available numbers. This must be a number from your phone provider (like Twilio), not a Vapi free number.
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</Step>
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<Step title="Manage recipients">
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Upload your customer list:
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- Click **Manage Recipients**
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- Upload your CSV file with customer information
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- Review the recipient list for accuracy
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- Follow [best practices](/outbound-campaigns/overview#required-information) on how to format your CSV file
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</Step>
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<Step title="Select assistant">
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Choose the Assistant that will conduct the feedback calls:
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- Select from your existing Assistants
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</Step>
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<Step title="Review and execute">
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- Review all campaign settings
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- Verify recipient count and Assistant configuration
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- Click **Launch Campaign** to start the outbound calls
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</Step>
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</Steps>
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---
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## 2. Monitor Your Campaign
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<Steps>
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<Step title="Access campaign dashboard">
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Once launched, monitor your campaign performance in real-time through the Campaign Dashboard.
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</Step>
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<Step title="Review campaign outcomes">
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- View completion rates and call statuses
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- Track progress of scheduled campaigns
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- Cancel campaigns you no longer want to run
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</Step>
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<Step title="Track individual calls">
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See call logs for each customer contact, including:
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- Call duration and outcome
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- Transcript and recordings
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</Step>
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</Steps>

‎fern/static/images/outbound-campaigns/campaigns.jpeg

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‎fern/static/images/outbound-campaigns/setup.jpeg

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