Editing and Managing Campaigns

Once a campaign is created, you may need to make changes, pause it while it is running, or clean up old campaigns. This article covers the actions available for campaigns at each stage of their lifecycle.

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Editing a Draft Campaign

Only campaigns in Draft status can be edited. This is by design — once a campaign is published and actively calling contacts, changing its settings could cause confusion.

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How to Edit

1. Go to Campaigns in the left sidebar.
2. Find the draft campaign you want to edit.
3. In card view, click the three-dot menu on the campaign card and select Edit. In table view, click the three-dot menu on the row and select Edit.
4. You will be taken to the Edit Campaign page where you can modify the campaign settings.

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What You Can Edit

While a campaign is in Draft status, you can change:

• Campaign name and description
• Campaign goal
• The assigned assistant
• Contact list
• Schedule settings

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What If the Campaign Is Not a Draft?

If you try to edit a campaign that has already been published (Active, Paused, Completed, or Cancelled), VozAgent will show a message:

“Only draft campaigns can be edited. To make changes to an active campaign, you’ll need to create a new campaign or duplicate this one.”

The best approach is to duplicate the campaign and make your changes on the copy.

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Pausing a Campaign

If you need to temporarily stop an active campaign:

1. Go to Campaigns and find the campaign that is currently running.
2. In card view, click the Pause button at the bottom of the campaign card. In table view, click the three-dot menu and select Pause.
3. The campaign status changes to Paused and no further calls are placed.

Pausing does not cancel the campaign. Contacts who have not been called yet remain in the queue and will be called when you resume.

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When to Pause

• You notice an issue with the assistant’s responses and want to fix the knowledge base before more calls go out.
• You want to temporarily stop calls during a holiday or outside business hours.
• Something unexpected happened and you need time to review.

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Resuming a Campaign

To restart a paused campaign:

1. Go to Campaigns and find the paused campaign.
2. In card view, click the Resume button. In table view, click the three-dot menu and select Activate.
3. The campaign resumes calling the remaining contacts from where it left off.

The campaign status changes back to Active and calls begin again.

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Duplicating a Campaign

Duplicating creates a copy of an existing campaign with the same configuration. This is useful when you want to run a similar campaign without setting everything up from scratch.

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When You Can Duplicate

Duplication is available for Completed and Cancelled campaigns from the three-dot menu.

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How to Duplicate

1. Go to Campaigns and find the campaign you want to copy.
2. Click the three-dot menu and select Duplicate.
3. A new campaign is created as a Draft with the same name, description, goal, and assistant as the original.
4. Edit the draft to adjust contacts, settings, or the assistant before publishing.

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Deleting a Campaign

If you no longer need a campaign, you can permanently delete it.

1. Click the three-dot menu on any campaign (in card or table view).
2. Select Delete.
3. A confirmation dialog appears asking you to confirm the deletion.
4. Click Delete to permanently remove the campaign.

Warning: Deleting a campaign is permanent and cannot be undone. The campaign and its configuration will be removed. Call records from the campaign are preserved in your Call Activity history.

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Viewing Campaign Details

To see a summary of any campaign’s configuration and progress:

1. In card view, click the three-dot menu and select View Details.
2. In table view, click on the campaign row.
3. The campaign details page shows:
   • Campaign status
   • Description and goal
   • Total contacts
   • Completed calls
   • Failed calls

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Quick Reference: Available Actions by Status

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Exporting Campaign Data

You can export a summary of all your campaigns to CSV:

1. On the Campaigns page, click the Export CSV button in the filter bar.
2. A CSV file downloads containing the campaign name, status, total contacts, completed count, failed count, and creation date.

The export respects any active search or date filters, so you can export just the campaigns that match your current view.

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Admin Permissions

Only users with the Admin role can create, edit, pause, resume, duplicate, and delete campaigns. Regular users can view campaigns but cannot make changes. Contact your organization admin if you need campaign management access.