Overview of Campaigns
After you’ve launched a campaign in ThruTalk, it’s helpful to know where to find your campaigns and understand their current status. Whether your campaign is active, in draft, or archived, the campaign index pages allow you to track progress, configure settings, and keep your workspace organized.
This guide details how you can access and review your calling campaign indexes.
TABLE OF CONTENTS
Accessing Indexes
After launching a campaign, you can access your campaigns using the ThruTalk drop-down on the page's left sidebar. You can navigate to the Active, Draft, or Archived campaign overviews within the Campaigns drop-down.
Active Campaign Index Page
On the Active Campaign Index page, you can view a list of all the active ThruTalk campaigns in the account.
- The Name column includes the campaign name and a link to the Campaign Summary.
- The Start column shows when the campaign is open for dialing and calls can be made. The End dates represent the campaign's completion date and time. You can update an active campaign’s end date, but the start date becomes locked once the campaign is launched.”
- Admins can see how many callers are actively logged in to a campaign's assignment in the Callers column.
- The Remaining column indicates how many dials are remaining in your campaign.
- Click the three vertical dots under Actions to Archive, View, or Clone a campaign.
Draft Campaign Index Page
On the Draft Campaign Index page, admins can see all campaigns in the Draft state.
- When a campaign is initially created, the campaign will be in the Draft state.
- While in the Draft state, admins can configure the settings for the campaign, including start and end dates, campaign dates and times, targeting, phone number selection, PatchThru settings, and more.
- Once you’ve selected all settings, launching the campaign will assign phone numbers.
- Click the three vertical dots under Actions to Delete, View, or Clone a campaign. Drafts can be deleted, whereas Active campaigns can only be archived to preserve important data.
Archived Campaign Index Page
Archived campaigns are no longer active and cannot be used for calling, but their data is still available.
- Archiving a campaign is the final step in a campaign.
- Archiving permanently disables dialing on the campaign.
- Archived campaigns cannot be unarchived.
- No data is lost when you archive a campaign, as you can still run exports from them.
- There are many good reasons to archive your active campaigns routinely. It keeps your Active Campaigns page and your caller’s Assignments page much more organized.
- Click the three vertical dots under Actions to View or Clone a campaign:
Auto Archive Flags
Campaigns are automatically archived after 30 days of no activity. If a campaign will be auto archived in 7 days or less, the auto archive flag is shown underneath the names of campaigns. To reset the auto archiving timer, make a call on the campaign and it will reset to 30 days and remove the flag.