Managing Your Campaign

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Campaign Dashboard

After creating a campaign, you’ll land on the campaign management view. From here you can manage contacts, review performance, and adjust configuration. The Campaign Manager shows all your campaigns with key information:

• Name — Campaign title
• Type — One Time (simple) or Follow-up (ongoing)
• Contacts — Number of contacts in the campaign
• Channels — Which communication channels are enabled (phone, email, text)
• Start Date and End Date — Campaign schedule
• Created — When the campaign was created

Use the search bar, channel filter, and date filter to find specific campaigns. Switch between the Current and Archived tabs to view active or archived campaigns.

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Campaign Statuses

Every campaign has a status that indicates where it is in its lifecycle:

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Campaign Lifecycle

• Go Live: From Draft, press Go Live to activate your campaign. This is a one-way action — you cannot return to Draft after going live.
• Pause: Click the Pause button to temporarily stop all outreach. You can resume at any time.
• Resume: Unpause a paused campaign to continue sending outreach where it left off.
• Archive: Move a completed or no-longer-needed campaign to the Archived tab.

An Active campaign does not necessarily mean outreach is happening right now. What happens next depends on the execution mode:

• Scheduled: Outreach is sent automatically at the scheduled date and time.
• Run manually: You need to click Start all outreaches to trigger outreach. The campaign stays active between runs.
• Run automatically when contacts are added: Outreach is sent as contacts are added. If there are no contacts in the queue, the campaign is active but idle.
• Manual Review enabled: Outreach is planned by the AI but won’t be sent until you approve each individual outreach.

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Managing Contacts

The Contacts tab lets you add and manage contacts in your campaign.

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Adding Contacts

Click + Add Contacts to choose how to add contacts to your campaign. Contacts are deduplicated based on phone first and email secondarily. The Add Contacts panel has two sections:

• Add contacts now — Upload CSV, Add manually
• Automated sources — Inbound contacts toggle, Email import, API integration

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Import Actions

When creating an import configuration — whether via CSV upload or Email import — you choose how incoming contacts are handled with one of five import actions:

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Upload CSV

Import contacts from a CSV file with custom field mapping. CSV Requirements:

• First row should contain column headers
• Required fields: Name, Phone or Email
• Maximum 10,000 contacts per upload

Drag and drop your CSV file or click browse to upload from your computer. Then choose an import action to control how the contacts are handled. For organization-wide campaigns, the uploader includes Assistant Routing (labeled ORG-WIDE in the product). The same routing options apply when you set up Import via Email using a sample CSV—see Assistant routing (organization-wide).

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Import via Email

Send CSV files to a unique campaign email address for automatic import. This is useful for recurring imports or when you want to send contacts from another system without remapping columns each time. How to use:

1. Click Email import under Automated sources and create a new import configuration
2. Enter a Configuration name to identify this configuration
3. Set Authorized senders — only emails from these addresses will be processed
4. Choose an import action to control how contacts are handled
5. Upload a sample CSV file and map your columns to system fields (name, email, phone, and custom properties)
6. For organization-wide campaigns, configure Assistant Routing the same way as a direct CSV upload (Assistant routing)
7. Save the configuration — future CSV files sent to the campaign email address will automatically use these settings
8. Track import status in the import history

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Assistant routing (organization-wide)

When a campaign spans multiple assistants (ORG-WIDE), Add contacts shows Assistant Routing: Choose how contacts in this CSV should be assigned to assistants. You’ll see this when uploading a CSV directly and when you load a sample CSV for Import via Email. External IDs must already be configured in Manage Assistants so routing has keys and values to match. Pick one of three modes: Programmatic uploads use the same pairing idea as externalIdKey / externalIdValue in the Campaign Service API.

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API Integration

The campaign shows an API URL in the portal for programmatic contact sync from your CRM or database. Read the Campaign Service API for authentication, request body, optional externalIdKey / externalIdValue, examples, and errors. On Multi-Assistant campaigns, define external IDs per assistant in Manage Assistants before wiring up imports.

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Via Zapier

If you use Zapier, you can add contacts to a campaign with the Add Person to Campaign action in the help247.ai Zapier app — no direct API calls required. To set this up:

1. In Zapier, add an action step and choose help247.ai as the app.
2. Select Add Person to Campaign as the action event.
3. Connect your account using any Zapier ID for your organization. See Zapier IDs for where to find yours.
4. In the Configure step, fill in the required fields: Campaign ID, Account ID, and First Name, plus at least one of email or phone.
5. Optionally map Last Name, email, phone, External ID Key, and External ID Value for deduplication or assistant routing.

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Inbound Contacts

Automatically add new contacts that call or message your AI assistant if they match your contact eligibility criteria. Toggle Add new inbound contacts to enable.

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Add Contacts Manually

Enter contact details by hand. Fill in the first name, last name, email, and phone number. You can also add custom properties using + Add Custom Property.

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Contact Statuses

Each contact in a campaign has a status that indicates their current state:

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Contact Details

Click on any contact to open the detail panel, which shows:

• Contact information (name, email, phone)
• Current status and number of attempts
• Progress through the campaign (e.g., 4/10 attempts)
• Response history
• Next Scheduled Outreach — Preview of the next message, including channel, date/time, subject, and body
• Outreach History — A log of all past outreach attempts and their outcomes

From the contact detail panel, you can also Edit upcoming outreach, Simulate the next interaction, Pause the contact, Re-evaluate their eligibility, or Remove them from the campaign.

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Manual Review

If you want to approve each outreach before it’s sent, toggle Manual Review on in the campaign view. When Manual Review is enabled:

• Contact statuses will show Awaiting approval instead of Awaiting execution
• Click on a contact to preview the outreach the AI has generated
• Choose Approve to confirm the outreach, or Edit to make changes before sending
• Use Execute all approved to send all approved outreaches at once

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Performance & Reports

The Performance tab provides analytics and insights about your campaign, including:

• Outreach statistics
• Contact engagement metrics
• Response rates by channel

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Campaign Configuration

The Configuration tab shows a read-only summary of your campaign settings so you can quickly review your setup without navigating back to the edit screen. This is especially useful once a campaign is active, since configuration cannot be edited after going live.

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Simulating Your Campaign

You can use the Simulate button at any time to test how your campaign would interact with a contact. This runs a simulation without actually sending any outreach, so you can safely verify your messaging and configuration. During a simulation, you can also send in example responses to see how the AI will reply to follow-up messages from the customer. This is useful for testing how the AI handles questions, objections, or other responses beyond the initial outreach.