Overview
Campaign Details is the workspace for campaign performance, contacts, calling guidance, cadence setup, disposition overrides, and reporting. Email Reporting counts campaign-attributed human replies while excluding automated and system classifications. A campaign-specific custom disposition can also add the selected contact's email domain to the client blacklist.
How to use this page
Open and verify the campaign
Open Outbound > Manage, select a campaign, and confirm the client, campaign name, and status before changing settings.
Review readiness and contacts
Use Dashboard for totals, readiness, and recent activity. Contacts supports Add Individual, Import CSV, search, filters, Load More, and Show all contacts. Archived matches must be restored from Contacts before enrollment.
Configure calling and cadence
Settings controls Call Timeout and dialing behavior. Calling Script can use the client default, a linked saved version, or Campaign-specific copy. Email Cadence controls Post-Call and Auto-Cadence steps, sender accounts, limits, tracking, send windows, and Send Share.
Review human reply metrics
Open Email Reporting > Email Analytics. Replies count campaign-attributed human inbound messages. Automated and system classifications are excluded. Opens and clicks also exclude bots and likely scanners. Export CSV uses the current reporting filters.
Set a campaign-specific custom outcome
In Email Cadence, turn on Override client disposition templates when this campaign needs rules that replace the client defaults. Expand or add a custom disposition, then combine a contact status action, campaign move, domain blacklist, connection reporting, Slack notification, and follow-up email as needed.
Blacklist a domain from a custom disposition
Turn on Add domain to blacklist and save the templates. When an SDR later confirms that custom disposition on a call, SalesHive extracts the domain from the selected contact's email and adds it to this client's domain blacklist. The setting is off by default and does not change earlier call logs or contacts.
Send a safe test
Use Send Test on a generated preview or saved template. Tests are available on a non-archived campaign before activation or while paused. They bypass campaign activation only. A client-wide outreach pause still blocks delivery.
Review call reporting
Use Call Reporting for results and Dial Sessions. Authorized supervisors can use Shadow, Guide, or Join In. Continuous audio follows the selected session when available, with per-call fallback otherwise.
What the buttons do
- Email Reporting / Email Analytics
- Shows campaign-only send and engagement metrics with human-only reply counts.
- Export CSV
- Exports the current campaign email reporting view.
- Override client disposition templates
- Uses campaign-specific disposition actions and copy instead of the client defaults.
- Add domain to blacklist
- For a custom disposition, adds the selected contact's email domain to this client's domain blacklist when a future call is saved.
- Add custom disposition
- Creates a campaign-specific call outcome with optional status, campaign move, domain blacklist, reporting, Slack, and email actions.
- Save templates
- Saves the campaign-specific disposition override.
- Send Test / Send test
- Opens and sends a campaign email test without requiring campaign activation.
- Send Share
- Sets relative shared-sender allocation for enabled Auto-Cadence.
- Calling Script
- Chooses the client default, a linked library version, or campaign-specific copy.
- Load More / Show all contacts
- Loads the next contact batch or expands the current loaded roster.