> ## Documentation Index
> Fetch the complete documentation index at: https://docs.voxo.co/llms.txt
> Use this file to discover all available pages before exploring further.

# Campaigns

> A Call Campaign allows you to systematically contact a list of numbers, managing details like scheduling, caller ID, and call handling.

## A Call Campaign allows you to systematically contact a list of numbers, managing details like scheduling, caller ID, and call handling. This is useful for sales, customer service follow-ups, and other organized call needs. This guide provides step-by-step instructions for accessing and managing call campaigns in the Omnia Admin Portal, including adding, scheduling, defining calling hours, handling connections, managing numbers, editing, searching, and exporting campaigns.

<Warning>
  This document applies to the following user roles within Omnia:

  Account Administrator
  Partner Administrator
</Warning>

### Accessing Call Campaigns

1. **Navigate to Call Campaigns:**
   Go to the [Admin Portal](https://app.voxo.co/dashboard) and sign in.
   Click the **Phone System** tab to expand it, then select **Campaigns**.

![](https://colony-recorder.s3.amazonaws.com/files/2024-06-06/165e9f52-689e-40f5-b7d9-fe6ef6cc5497/stack_animation.webp)

### Adding a New Call Campaign

2. **Add a New Call Campaign:**

* Click **Add New**.
* Click **Voice**.

![](https://colony-recorder.s3.amazonaws.com/files/2024-06-05/9f015902-ea16-45ca-9536-13ad78a49b08/stack_animation.webp)

### General Settings

3. **General Settings:**
   **Always record**: Check this box if you want to record all calls in this campaign.
   **Enter name**: Type a descriptive name for your campaign (e.g., "June Sales Outreach").
   **State**: Set the initial state of the campaign (e.g., READY, PAUSED).
   **Time zone**: Select the appropriate time zone for your campaign. Default is "Use account default."
   **Select caller ID**: Choose the caller ID that will be displayed to call recipients.

![](https://colony-recorder.s3.amazonaws.com/files/2024-06-05/89a3d906-e22f-418d-a59e-5e48b857e3d1/stack_animation.webp)

### Schedule the Campaign

4. **Schedule the Campaign**

* **Start Date / Time**: Set the start date and time for the campaign.
* **End Date / Time**: Set the end date and time for the campaign.

**Note**: Don't forget to select a time!

![](https://colony-recorder.s3.amazonaws.com/files/2024-06-05/7bc541af-c202-49cf-80bb-18ced8b09912/stack_animation.webp)

### Define Calling Hours

5. **Define Calling Hours**:

* **Start time**: Select the time when calling should begin each day.
* **End time**: Select the time when calling should stop each day.
* **Enter call frequency**: Specify the frequency of calls, including how many seconds to wait between calls. This helps manage the pacing of the campaign.

![](https://colony-recorder.s3.amazonaws.com/files/2024-06-05/3024bb2f-a620-49b3-87df-f453c0277510/stack_animation.webp)

### Handle Call Connections

6. **Handle Call Connections**:

* **Enable Voicemail Detection**: Check this box to have the system detect and handle voicemail when a call connects.
* **Destination Type(s)**: Select the action to take when a call connects (e.g., play a message, forward to an agent).
* **Select Destination**: Choose the specific action or endpoint for the connected call based on the selected destination type(s).

![](https://colony-recorder.s3.amazonaws.com/files/2024-06-05/0c784dbc-4761-4e95-a898-b67c18d04ed3/stack_animation.webp)

### Manage Numbers

7. **Add Individual Numbers:**

* Click **Manage Numbers.**
* **Number**: Enter a **phone number** you wish to include in the campaign.
* **Description**: Enter a description for the number. This could include the contact's name or any relevant notes.
* Click **Reset** to remove an entry.
* Click **Add number** "+" to add the number.
* Continue to add multiple numbers by following this process. Added entries will appear in the list below.

![](https://colony-recorder.s3.amazonaws.com/files/2024-06-17/571cae7e-ccef-48c3-ab81-b964ebe16217/stack_animation.webp)

8. **Remove an Entry:**

* If you need to remove a number from the list after selecting add, clicking **Remove number** (-) will remove an entry before saving.

![](https://ajeuwbhvhr.cloudimg.io/colony-recorder.s3.amazonaws.com/files/2024-06-08/025ea4a1-98f3-490c-b4ec-d173de2990da/user_cropped_screenshot.jpeg?tl_px=242,241\&br_px=1102,722\&force_format=jpeg\&q=100\&width=860\&wat_scale=76\&wat=1\&wat_opacity=1\&wat_gravity=northwest\&wat_url=https://colony-recorder.s3.amazonaws.com/images/watermarks/F43F5E_standard.png\&wat_pad=402,212)

9. **Search the List:**

* Enter a number or description in the **Search** field to find a specific entry.
* **Sort**: Click the sort icons next to column headers to arrange items in ascending or descending order.

![](https://ajeuwbhvhr.cloudimg.io/colony-recorder.s3.amazonaws.com/files/2024-06-17/7a1953d1-6c8f-4c3e-a9f9-a83466ac38ad/user_cropped_screenshot.jpeg?tl_px=377,144\&br_px=1237,625\&force_format=jpeg\&q=100\&width=860\&wat_scale=76\&wat=1\&wat_opacity=1\&wat_gravity=northwest\&wat_url=https://colony-recorder.s3.amazonaws.com/images/watermarks/F43F5E_standard.png\&wat_pad=402,212)

10. **Save the Call Campaign:**

* Once you have completed adding entries, click **Create**.
* Click **Yes** to confirm and save.

![](https://colony-recorder.s3.amazonaws.com/files/2024-06-08/b353a372-a266-4326-93e7-5899dd9cb690/stack_animation.webp)

### Import Numbers from a CSV File

11. **Import from CSV**:

* Hover over **Import from csv** and click **Download example csv** to get a template. Complete the template, save it, and click **Import from csv** to upload the spreadsheet.

![](https://colony-recorder.s3.amazonaws.com/files/2024-06-05/33c3d6e7-1f42-4672-ae38-668c451f4951/stack_animation.webp)

12. **Map CSV Fields**:

* Select **Number** and **Description** from the dropdown menus for each corresponding column.
* All listed fields must be selected to continue.
* Click **Reset** to remove the CSV and reupload if needed.
* Click **Add**.
* Added entries will appear in the list below.

![](https://colony-recorder.s3.amazonaws.com/files/2024-06-17/ddae7ecf-ae42-4d65-b370-74696c479a66/stack_animation.webp)

13. **Remove an Entry:**

* If you need to remove a phone number entry from the list after selecting add, clicking **Remove number** (-) will remove an entry before saving.

![](https://ajeuwbhvhr.cloudimg.io/colony-recorder.s3.amazonaws.com/files/2024-06-17/b5a00ac3-2f0f-4e83-8b6d-1a573903bbb5/ascreenshot.jpeg?tl_px=61,233\&br_px=920,714\&force_format=jpeg\&q=100\&width=860\&wat_scale=76\&wat=1\&wat_opacity=1\&wat_gravity=northwest\&wat_url=https://colony-recorder.s3.amazonaws.com/images/watermarks/F43F5E_standard.png\&wat_pad=402,212)

14. **Save the Call Campaign:**

* Once you have completed adding entries, click **Create**.
* Click **Yes** to confirm and save.

![](https://colony-recorder.s3.amazonaws.com/files/2024-06-08/287e1e9f-0b83-4431-a5b2-7761eaebfeee/File.webp)

### Set Campaign State to READY

15. **Set Campaign State to READY:**

* Click **READY** to ensure the campaign is ready to begin.

![](https://colony-recorder.s3.amazonaws.com/files/2024-06-05/7b62ede7-9014-4be8-9326-9cd00d45f5ee/stack_animation.webp)

### Edit a Call Campaign

16. **Edit a Call Campaign**:

* Click on the campaign you want to edit or click the **Edit** button next to it.
* Make your edits.
* Click **Save**.
* Click **Yes** to confirm.

![](https://colony-recorder.s3.amazonaws.com/files/2024-06-05/a17b2605-81cc-45be-a4d3-39f327ec23ac/stack_animation.webp)

### Deleting Call Campaigns

17. **Delete a Call Campaign:**

* Click the **Delete** button next to the Call Campaign.
* Confirm the deletion by clicking **Yes**.

![](https://colony-recorder.s3.amazonaws.com/files/2024-06-05/7b4e2385-3b89-4b3d-acd8-64715021b494/stack_animation.webp)

### Search and Sort

18. **Search for a Call Campaign:**

* **Search Bar**: Quickly find specific items by typing the name or a keyword in the search field. The system will filter the list based on your search input, displaying the relevant results.
* **Sort**: Click the sort icons next to column headers to arrange items in ascending or descending order.

![](https://ajeuwbhvhr.cloudimg.io/colony-recorder.s3.amazonaws.com/files/2024-06-05/6a2fa7eb-1471-4898-a5cc-4bb81272d153/user_cropped_screenshot.jpeg?tl_px=0,0\&br_px=859,480\&force_format=jpeg\&q=100\&width=860\&wat_scale=76\&wat=1\&wat_opacity=1\&wat_gravity=northwest\&wat_url=https://colony-recorder.s3.amazonaws.com/images/watermarks/F43F5E_standard.png\&wat_pad=299,122)

### Export Call Campaigns

19. **Export Call Campaign List**:

* Click the **Export** button next to the search field.
* The system will download a list of the items in CSV format.

![](https://ajeuwbhvhr.cloudimg.io/colony-recorder.s3.amazonaws.com/files/2024-06-05/fcf35233-2507-437c-9ee7-5d1cda986e05/user_cropped_screenshot.jpeg?tl_px=105,0\&br_px=964,480\&force_format=jpeg\&q=100\&width=860\&wat_scale=76\&wat=1\&wat_opacity=1\&wat_gravity=northwest\&wat_url=https://colony-recorder.s3.amazonaws.com/images/watermarks/F43F5E_standard.png\&wat_pad=402,130)