Campaigns

Overview

The Campaigns manager lists every outreach campaign for the selected client and lets you create, pause, resume, rename, duplicate, and archive them. Each row shows live counts (contacts, calls, emails, responses, meetings, and today's email pacing) so you can see at a glance which campaigns are working. Pick a client in the switcher first; with no client selected the page prompts you to choose one. Click any campaign to open its detail page (sequences, contacts, and settings). Use ? then Ask about this page to get help or, when logged in as a client, ask Buzz for your campaign names, statuses, and enrolled counts.

How to use this page

1. 1
   Select a client and scan the summary

   Choose the client in the top-right switcher. The stat band shows Total Contacts, Active Campaigns, Meetings Set, and Conversion Rate across that client's active campaigns. The Active campaigns header also shows quick pills: how many are on, paused, running auto-cadences, and how many have no SDR assigned.

2. 2
   Read the campaign table

   Each row lists the campaign name, SDR, an On toggle, and counts for Contacts, Calls, Emails, Responses, Today (emails sent today out of the daily limit), Meetings, and Created date. Click a row to open the campaign detail page where you manage sequences, contacts, and copy.

3. 3
   Create a campaign

   Click + New Campaign. Give it a name, optionally assign an SDR, and choose whether to enable Auto-Cadence Emails (and the email type). Both sequences start disabled by default, so a new campaign cannot send until you turn sending on from the detail page. Click Create Campaign. New campaigns are safe to set up before they go live.

4. 4
   Pause, resume, or rename

   Use the On toggle in a row to pause or activate a campaign without opening it. Click the pencil icon next to a name to rename in place, then save or cancel. Status changes apply immediately.

5. 5
   Duplicate or archive

   The Actions column has icons to view, duplicate (copies settings only, no contacts), and archive a campaign. Playbook campaigns cannot be archived. Use Show Archived to reveal archived campaigns and unarchive them; the toggle shows the archived count.

What the buttons do

Client switcher

Top-right dropdown that selects which client's campaigns you are managing.

+ New Campaign

Opens the create dialog: name, optional SDR, and an Auto-Cadence Emails toggle with email type. Sequences start disabled so nothing sends until you enable it on the detail page.

On toggle

Pauses or activates a campaign directly from the list. Completed campaigns cannot be toggled.

Rename (pencil)

Edits the campaign name inline. Save with the check, discard with the X.

View (eye)

Opens the campaign detail page (sequences, contacts, settings).

Duplicate

Creates a copy of the campaign's settings only (no contacts are copied).

Archive

Archives an active campaign or unarchives it. Disabled for playbook campaigns.

Show / Hide Archived

Reveals or hides archived campaigns; the count in the label is how many are archived.

? Help

Opens the page guide and Ask about this page chat. Clients can ask Buzz for their own campaign names, statuses, and enrolled contact counts.

Common questions