Skip to main content
Outbound campaigns schedule and place calls through an agent’s outbound flow. The campaign supplies the contacts, phone numbers, calling hours, and source data; the selected flow controls what happens during and after each call.
You are responsible for consent, calling hours, identification, opt-outs, recordkeeping, and every law that applies to your campaign. Complete the in-product compliance acknowledgements only after reviewing the campaign and its audience.

​
Choose a campaign type

Select Create Campaign, then choose how contacts enter the campaign: After choosing the type, enter a campaign name and select the use case that best describes it.

​
Complete campaign setup

The setup has six steps:
  1. Campaign Info: Name the campaign and choose its use case.
  2. Select Trigger Type: Configure the webhook, Google Sheets connection, or CSV files that provide contacts.
  3. Add Phone Numbers: Choose the outbound numbers and how Phonely selects among them.
  4. Set Call Cadence: Choose the days, time ranges, maximum calls per hour, and any do-not-dial days.
  5. Configure Call Flows: Select a published outbound flow and map any source fields it needs.
  6. Compliance: Review and accept the required compliance and Do Not Call acknowledgements.
The setup remains a draft until every required step is complete.

​
Configure calling hours

Enable the days when calls may run and add one or more time ranges to each day. Calls Per Hour limits how many calls Phonely can place in an hour. Calling hours are evaluated in each contact’s scheduling timezone. Phonely uses the agent timezone unless the campaign maps a timezone field or is configured to infer the timezone from the contact’s phone number. The editor warns when a configured range falls outside 8:00 AM–9:00 PM. This warning does not replace your own compliance review.

​
Set do-not-dial days

Use Do Not Dial Days in Set Call Cadence to keep a campaign from placing calls on specific dates, such as holidays. Add dates in either of two ways:
  • Select the US federal holidays preset to add its upcoming dates at once.
  • Select individual dates on the year calendar.
Date edits are part of the campaign form. They are saved when you select Save and discarded if you close the setup without saving. On a do-not-dial day, the campaign shows a Paused — do-not-dial day indicator in the campaign list and detail views and resumes automatically on the next allowed day. Do-not-dial days do not replace the calling-hours, consent, and suppression rules that apply to each contact and jurisdiction.

​
Select a flow

A campaign uses one published outbound flow. You can select an existing flow or create one during setup. Map the fields from the campaign source to the variables the flow needs before launching the campaign. See Outbound Flows for the flow requirements.

​
Launch and monitor the campaign

After setup, start the campaign from the campaign list. Campaigns appear as In Progress, Paused, or Completed as their status changes.
  • Pause a campaign to stop new calls temporarily.
  • Resume a paused campaign when it is ready to continue.
  • Open the campaign to review its queued and completed calls.
Before using production contacts, test the selected flow and campaign mappings with contact data and phone numbers you control.
Last modified on August 11, 2026