Guide · Campaigns and contacts

Run a call (or message) campaign

Have your agent call a list of contacts, with calling hours, retries and goals.

AvailabilityAssistant plan and above.

Before you start

Calls: a "Make phone calls" agent with a number, and minutes available.
WhatsApp: a connected sender and an approved template. SMS: an SMS-capable number. Both use message credits.
Contacts who have agreed to be contacted.

Open "Campaigns" and create a campaign: name, channel ("Call", "WhatsApp" or "SMS") and agent.
Hours: one or more time windows per day (for example 9am–12pm and 2pm–6pm) and the days allowed.
Retries: number of attempts (1 to 5) and the gap between attempts; choose whether voicemail counts as an attempt.
"Retry until goal completed" option: the campaign keeps calling until the goal is met (a yes/no post-call field, for example appointment booked).
Add contacts (manually or by importing a file), then click "Start Campaign".

The campaign dashboard shows calls in progress, completed calls, remaining contacts and the next call.
To change the settings: pause the campaign, make your changes, then restart it. Nothing is lost.
Fallback option: after the last call attempt, send a single SMS or WhatsApp template.

Tip

Start with 2 or 3 attempts during office hours in your contacts’ country, and always honour opt-out requests ("Blacklist" menu).

Need help? In your account, the help assistant (bubble at the bottom right) answers in your language. You can also email contact@permanenceia.com.