Campaign metrics
Click any metric at the top of the page to filter the campaign list.
Metric | What it counts |
Active Campaigns | Campaigns currently running |
Draft Campaigns | Campaigns still in draft |
Ended Campaigns | Campaigns stopped manually before running their full course |
Completed Campaigns | Campaigns that ran their full course |
Find or create a campaign
• Search: enter a keyword to find a specific campaign.
• Status: click it and choose a status to filter the list.
• Create Campaign: opens the campaign creation flow.
Edit a campaign
Click a campaign to open its detail view, where you can edit it. The view shows:
• Campaign details: assigned reps, date created, number of contacts, and description.
• Script, Battlecards, Docs & Links, and Pin Calls.
• Metrics: calls made, connects, conversations, and meetings.
• Scoring Overview: the TitanX Intent breakdown of the campaign’s contacts.
Start dialing or end a campaign
From the campaign’s detail view, you can start or resume dialing, or end the campaign.
Note: You can only dial in a campaign that is assigned to you.
Common reasons to end a campaign: the client it was run for is no longer with you, or it served a time-bound purpose that has passed. For example, a campaign inviting people to an October launch event is ended once the launch happens.
Manage the contacts in a campaign
Below the Scoring Overview, filter the campaign’s contacts by status: All, Not Started, In Progress, Follow-up, Meeting Scheduled, Activated, Nurture, Close No-Meeting, and Removed.
Click a contact to see brief details and recent activity, with options to View Full Profile, View in CRM, or Remove From Campaign.
Related articles
• Adding and Removing Contacts from Campaigns
• Understanding TitanX Intent Tiers