Campaign setup

Set up one campaign at a time. Select a campaign first; then configure its workflow, review its waves, and finally set provider routing if needed.

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1. Select campaignOnly this campaign’s workflow, waves, and routing will appear below.

Campaign workflow

This is the starting point. A workflow is an ordered sequence for the same contacts. Example: Wave 1 sends SMS on Day 1 → Wave 2 calls those same people 3 days later → Wave 3 sends another message 5 days after Wave 2. Before each step, unavailable contacts are skipped.

How to start the workflow

1. Save as draft after entering the dates, times, channels, and contacts.

2. Schedule workflow when everything is ready. This creates the scheduled waves. Saving alone does not schedule them.

The current workflow status appears below.

Workflow nameStart dateWave 1 runs on this date.Time zone

Ordered steps

Add steps in order. “Days after previous” controls when that step follows the one above it.

Waves for this campaign

These are the individual steps created by the workflow above. The order and dates come from the workflow. Use Edit workflow to change the sequence.

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Provider routing for this campaign (set once)

Most users can leave this alone. Routing is only needed when this campaign must use a specific Twilio sender/Messaging Service for SMS or a specific Retell number/agent for Voice. It does not define the sequence; Workflow does that.

Binding IDProvider channelDirectionProviderSMS sender phone number

Messaging Service SID Optional if using a direct Twilio number.

Retell agent IDRetell agent versionSIP trunk

Routing for selected campaign

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