Campaign Builder

Campaigns automate your outreach strategy across multiple channels — mail, email, SMS, and phone calls. Design step-by-step sequences that run automatically against your claims.

Campaign Overview

The Campaigns page shows all your campaigns with:

• Campaign Name and description
• Debt Name — the type of debt targeted
• Status — Draft, Active, Paused, or Completed
• Steps — number of outreach steps configured
• Created date

AI Channel Optimization

Toggle AI Channel Optimization to automatically select the best outreach channel and timing for each customer based on their historical response patterns.

Creating a Campaign

Click Add Campaign to create a new campaign:

1. Name — a descriptive campaign name
2. Description — what this campaign does
3. Debt Name — the debt type this campaign targets
4. Product Name — optional product association
5. Status — start as Draft, then activate when ready

Campaign Steps

Each campaign consists of ordered steps. For each step, configure:

• Channel — Mail, Email, SMS, or Phone
• Template — select from your Template Builder templates
• Delay — days to wait before executing this step
• Conditions — when to trigger or skip this step

Campaign Statuses

• Draft — being designed, not yet running. Can be edited and tested
• Active — running against matching claims
• Paused — temporarily stopped, can be resumed
• Completed — finished running

Testing Campaigns

Draft campaigns can be tested using the Test button. This runs the campaign logic without actually sending communications, letting you verify the flow.

Best Practices

• Start with a simple 3-step sequence (letter → email → phone call)
• Use delays of 7-14 days between steps
• Enable AI Channel Optimization for data-driven channel selection
• Monitor campaign performance and iterate on timing