Run and Adjust a Live Campaign
A campaign rarely stays exactly as you built it — leads come in waves, people join or leave the calling team, and the pitch gets sharper. From the campaign's detail page you control all of it: who has leads, what the team says on the call, what they record afterward, and whether the campaign is live.
Open a campaign from the Campaigns tab by selecting its row. The detail page opens with a header (campaign name, status, Edit, and status actions) and four tabs: Overview, Leads, Reports, and Feedbacks.
Entry pointAutomation → Telecalling → Campaigns → [campaign]
| Article summary | Details |
|---|---|
| Requires | Permission to manage telecalling. |
| Main outcome | Leads assigned, a script and feedback form linked, and the campaign Active. |
| Roles | Manager / admin. |
The Overview Tab
Overview is the single configuration screen for the campaign. At the top, four cards summarize the lead pool:
| Card | Meaning |
|---|---|
| Total leads | Every lead imported into the campaign. |
| Assigned | Leads handed to an executive. |
| Unassigned | Leads with no executive yet. |
| Pending calls | Leads not yet called. |
Below the cards are three sections you configure: Assignment, Call script, and Call feedback.
Assign Leads to Executives
Use the Assignment section to split the campaign's leads across your team by percentage. If anyone is already assigned, a Currently assigned list shows each person's lead count (and how many they've called).
- Select Add executive and choose a user.
- Enter that person's Percentage.
- Repeat for each executive. Each person can appear only once, and the Total must equal 100%.
- (Optional) Select Preview to see the exact lead count each executive will receive (shown as ≈ N).
- Select Confirm assignment.
Brixi distributes the unassigned leads to the chosen executives and the Currently assigned list updates.
Run Preview before confirming on large lists — it turns the percentages into real counts so you can sanity-check the split.
Screenshot slot The Assignment panel with two executive rows, a 60 / 40 split, the Preview counts (≈ N) shown, and the "Total: 100%" indicator.
Link a Call Script
The Call script section controls what executives read on the call. A script is a reusable item from the script library.
- Link an existing script — pick one from the Script dropdown and select Link.
- Create one inline — select New script, write the title and content, and save. Brixi links it to this campaign automatically.
The linked script then appears for every executive inside the call workspace while they call.
Link a Call Feedback Form
The Call feedback section attaches a short form that executives fill in after a connected call — for example, interest level, budget, or next step. The feedback form is a normal Brixi Form.
- Build the form in Sites → Forms and publish it. Only published forms can be linked.
- Back on the campaign's Overview, open the Published form dropdown, choose your form, and select Link.
From then on, when an executive marks a call Connected, the form appears in the call workspace for them to complete. The Feedbacks tab shows whether a form is currently linked; linking and unlinking is done here on Overview.
A draft form will not appear in the dropdown. If your form is missing, open it in Sites → Forms and publish it first.
Upload Leads (Leads Tab)
The Leads tab lists every lead in the campaign — Lead (name and number), Email, Owner, Attempts, Last outcome, and Callback. Use it to add more leads or check who owns what.
To add leads:
- In the Upload leads card, select a CSV / XLS / XLSX file with name, phone, and email columns.
- Select Upload & preview. Brixi shows how many rows it detected and a sample, with any per-row issues flagged.
- Select Import. Brixi reports Total, Imported, and Rejected, and lists each rejected row with a reason.
| Rejection reason | Meaning |
|---|---|
| Missing phone | The row had no phone number. |
| Invalid phone | The number isn't a valid phone number. |
| Duplicate in file | The same number appears more than once in the file. |
| Already in this campaign | The lead is already part of this campaign. |
| Already in another campaign | The lead is in a different telecalling campaign. |
| Campaign limit reached | The campaign hit its lead cap. |
| Could not read row | The row couldn't be parsed — check the columns. |
Newly imported leads start Unassigned. Return to Overview → Assignment to split them across the team.
Campaign Status Lifecycle
The status badge sits under the campaign name, and the action buttons in the header change with it.
| Status | What it means | Available actions |
|---|---|---|
| Draft | Being set up. Leads are not in any queue yet. | Activate |
| Active | Live. Assigned leads appear in executives' queues. | Pause, Complete |
| Paused | Temporarily stopped. Use while you review the script, routing, or list. | Activate, Complete |
| Completed | Calling is finished. Reports stay available. | — |
Use Edit in the header to reopen the campaign in the creation wizard and change its details, file, or assignment.
Common Issues
| Issue | What to check |
|---|---|
| Confirm assignment is disabled | The percentage total isn't 100%, or an executive is listed twice. |
| A user is missing from the picker | They may not be a valid executive in your workspace — ask your admin. |
| Form dropdown is empty | No published forms exist yet. Build and publish one in Sites → Forms. |
| Executives still see nothing | The campaign is Draft or Paused — set it Active. |
Your admin is the right first stop for permissions, users missing from the executive picker, or a feedback form that still won't appear in the dropdown after you've published it.
Go to Brixi support when an action fails despite correct setup — say, a confirmed assignment that never updates Currently assigned, or an Active campaign whose leads don't reach the team's queues. Give them the campaign name, the tab and action involved, and a screenshot.
Reporting Impact
Assignment, calls, and connections on this campaign roll up into the Reports tab — both campaign totals and per-executive performance. See Telecalling Reports.