4 min read

Creating & Managing Campaigns

Master the art of AI voice campaign management. Learn how to create effective campaigns, optimize call schedules, and track performance to maximize your lead generation results.

What is a Campaign?

A campaign is a structured AI calling project that targets a specific group of contacts with consistent messaging and goals. Think of it as your AI's "assignment" - who to call, what to say, when to call them, and what outcomes to achieve.

Campaign Components:

Target contact list (tagged in GHL)

AI conversation script

Calling schedule and rules

Success criteria and goals

Campaign Types:

Lead Qualification: Screen prospects for motivation and budget

Appointment Setting: Book qualified prospects into your calendar

Follow-up Campaigns: Re-engage previous leads or clients

Event Promotion: Invite contacts to webinars or events

Creating a New Campaign Step-by-Step

Campaign Basics

• Name: Choose a descriptive name like "Q1 Seller Lead Qualification"

• Description: Optional but helpful for team collaboration

• Tags: Add tags for easy filtering and organization

Select Contacts

• Choose from contacts synced from GoHighLevel

• Filter by tags, date added, or previous campaign results

• Preview contact count before proceeding

• Start small: 20-50 contacts for your first campaign

Choose AI Script

• Select from pre-built templates (business Lead Qualification, etc.)

• Or create a custom script tailored to your specific needs

• Preview the script and test it before launching

Configure Call Settings

Calling Hours: 9 AM - 8 PM (local time)

Days: Monday - Friday

Max Attempts: 3 per contact

Time Between Attempts: 24-48 hours

Caller ID: Select your business number

Recording: Enabled (with disclosure)

Review & Launch

• Review all settings in the summary panel

• Check estimated talk time and cost

• Click "Launch Campaign" to start calling immediately

• Or schedule for a future start date/time

📸 Screenshot: Campaign Creation Wizard

Shows the step-by-step campaign creation form with all settings visible

Setting Call Schedules

Best Practices

• Peak Hours: 10 AM - 2 PM and 4 PM - 7 PM typically get better connect rates

• Time Zones: Our system automatically detects contact time zones

• Respect DNC Hours: Never call before 8 AM or after 9 PM local time

• Weekends: Generally avoid unless you have explicit consent

Advanced Scheduling

• Pacing: Limit calls per hour to avoid overwhelming your calendar

• Retry Logic: Space out attempts (24h, 48h, 72h)

• Priority Calling: VIP contacts get called first

• Campaign Pausing: Automatically pause during holidays

Monitoring Active Campaigns

Keep track of your campaigns in real-time with our comprehensive monitoring dashboard.

Live Metrics

• Calls in progress

• Calls completed today

• Current connect rate

• Qualified leads generated

Progress Tracking

• Contacts attempted vs. remaining

• Campaign completion percentage

• Estimated completion date

• Talk time used vs. budget

Quality Insights

• Average call duration

• Qualification success rate

• Common objections heard

• Script performance scores

📸 Screenshot: Campaign Dashboard

Shows the live campaign monitoring dashboard with key metrics and progress charts

Pausing & Resuming Campaigns

When to Pause

• Script needs adjustment based on early results

• You're getting too many appointments (good problem!)

• Holiday periods or business closures

• Need to review and optimize based on feedback

• Budget limits reached for the month

Pausing Options

• Immediate: Stop all calling right now

• After Current Batch: Finish calls in progress, then pause

• Scheduled: Pause at a specific date/time

• Smart Pause: Pause when daily goals are met

💡 Pro Tip: Smart Pausing

Set daily appointment goals (e.g., "pause after 5 appointments booked") to prevent overwhelming your calendar while maintaining consistent lead flow.

Per-Campaign Agent Selection

Each campaign can use a different AI agent. This lets you match the right agent to the right job — use the Standard agent for complex qualification scripts and Gemini Flash for high-volume outreach.

How to Set It

Open the campaign creation or edit form
Find the AI Agent dropdown
Select the agent for this campaign
If left as "Default", your account-level agent is used

When to Override

• Complex scripts: Use Standard for detailed qualifying

• Simple outreach: Use Gemini Flash for speed

• A/B testing: Run identical campaigns with different agents

💡 Learn More About Agents

See the full AI Agents documentation for performance comparisons, status indicators, and test call instructions.

Understanding Campaign Analytics

Track these key metrics to optimize your campaign performance over time.

Metric	What It Means	Good Benchmark
Connect Rate	% of calls that reach a human	15-25%
Qualification Rate	% of connects that are qualified	10-20%
Appointment Rate	% of qualified leads that book	30-50%
Cost Per Lead	Talk time cost ÷ qualified leads	$15-40
Average Call Time	Mean duration of connected calls	2-4 minutes

📊 Benchmarks Vary by Industry

These benchmarks are for business. Your industry, list quality, and script effectiveness will all impact your actual results. Focus on improving your own baselines over time.