📄Create a campaign
Learn how to create an outbound calling campaign in Dapta — from naming your campaign and uploading contacts to configuring schedules and tracking results.
Campaigns let you launch outbound calls at scale using your voice agents. This guide walks you through every step of the campaign creation wizard and explains how to manage your campaign once it is live.
Navigate to Campaigns
Step 1: Click Campaigns in the left sidebar to open the campaigns list page.
The table displays all your campaigns with their Name, Start Date, End Date, Agent, Active toggle, and Status. Use the search bar to find a specific campaign quickly.
Step 2: Click the Create Campaign button in the top-right corner to launch the creation wizard.
Step 1 — Campaign Details
Fill in the basic information for your campaign.
Campaign Name (required) — A clear name that identifies this campaign in your list.
Campaign Objective (optional) — A short description for your own reference. This field does not affect how the agent behaves during calls.
Agent (required) — Select the voice agent that will handle the calls. The dropdown shows voice agents only, sorted by last update date.
Click Save and continue to move to the next step.
Step 2 — Upload a File
Upload the contact list your campaign will use to place calls.
Step 1: Drag and drop your file into the upload area, or click to browse your computer.
Step 2: Confirm the upload. After the file is processed, you will see the file name, type, and size displayed on screen.
Supported formats:
CSV (.csv)
Excel (.xlsx)
💡 Tip: Make sure your file includes at least a contact name column and a phone number column before uploading.
You can click Skip to skip the file upload and property mapping steps (Steps 2 and 3). You can always add contacts later from the campaign detail page.
Step 3 — Property Mapping
Map the columns from your uploaded file to the corresponding fields in the Dapta CRM.
Phone Number is always the first row and is required. Select the column from your file that contains phone numbers.
Contact Name and other common fields are auto-populated when possible. Verify each mapping is correct.
To add a field that is not listed, click + Add Property to create a new CRM field and map it to a column in your file.
Once all fields are mapped, click Save and continue.
Step 4 — Handle Errors
Once you confirm your mappings, Dapta processes the file and shows any rows that failed validation.
Valid rows are still added to your campaign and saved to your CRM.
An error log is generated so you can review exactly which rows failed and why.
Click Back to return to the upload step, fix your file, and re-upload — or click Continue to proceed with only the valid records.
You do not need to fix all errors before launching your campaign. You can continue with the successfully uploaded contacts and add the remaining ones later from the Contact List tab.
Step 5 — Configure Your Campaign
Define the schedule and calling rules for your campaign.
Start Date (required) — The date your campaign begins placing calls.
End Date (optional) — The date your campaign stops. Leave blank to run indefinitely.
Calling Days — Choose from Every day, Weekdays (Monday through Friday), or Custom to select specific days of the week.
Max Attempts Per Contact — The total number of retry attempts across all time slots, up to 15.
Attempts Per Day — How many times Dapta can call the same contact in a single day (1 to 5).
Time Zone (required) — Select the time zone for your campaign using the searchable dropdown.
Call Schedules — Set at least one time window during which calls are allowed (for example, 08:00 AM to 05:00 PM). Click + Add Time Slot to define additional windows.
Click Finish to save your campaign. You will be taken to the campaign detail page.
Campaign Detail Page
After creating a campaign you land on the detail page, which gives you full control and visibility over its execution. The page includes four tabs: Settings, Call Logs, Contact List, and Metrics.
At the top of the page you will find:
A Run button to manually trigger the campaign for testing.
A status capsule showing the current campaign status.
An Active toggle to enable or disable scheduled execution.
Advanced Settings
Scroll to the bottom of the Settings tab and expand the Advanced Settings accordion to access additional configuration options.
Batch Size — Controls how many contacts are processed per batch. Set a value between 1 and 500 (default is 100).
Phone Number Rotation — Toggle this on to rotate between multiple outbound phone numbers. Once enabled, select the numbers you want to use from the dropdown.
Call Logs Tab
The Call Logs tab shows a detailed record of every call attempt made by the campaign.
Each row includes:
Phone Number
Disconnect Reason
Status
Call Successful
Duration
Credits
Date
You can search for a specific contact, download the full log as an Excel file, or click the eye icon on any row to view the detailed call history for that contact.
Contact List Tab
The Contact List tab displays all contacts enrolled in the campaign.
Each row includes:
Phone Number
Attempts
Connected
Successful
Credits
Duration
Last Disconnection
Last Call Date
From this tab you can import additional contacts, download the full list, search and filter by any column, and navigate through pages for large contact lists.
Metrics Tab
The Metrics tab gives you a complete performance overview of your campaign. Use the date range picker at the top to filter the data by time period.
KPI Cards
Five summary cards are displayed at the top:
Credits Used — Total credits consumed by the campaign.
Total Calls — Number of call attempts made.
Contacts Called — Unique contacts that were dialed.
Connection Rate — Percentage of calls that connected.
Avg. Call Duration — Average length of connected calls.
Calls Made Chart
A line chart showing the number of calls made per day, broken down by disconnect reason. Hover over any data point to see a detailed breakdown.
Contact Funnel
A horizontal funnel visualization showing:
Total Contacts — Everyone in the campaign.
Connected — Contacts who answered the call, with percentage of total.
Successful — Contacts who completed the desired outcome, with percentage of total.
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