Campaigns

The three campaign types, which one to use, and the single fact that confuses more new customers than anything else in ClearTalk.

A campaign is how you reach out to a list of people. It pairs an agent with a set of rules — when to contact, how often, what counts as a result — and then either waits for leads to be handed to it, or works through a list on a schedule.

Read this before anything else

Outbound Calls and Text Messages campaigns do not start on their own. They sit there doing nothing until a lead's details are sent to their trigger address. Only Batch Calls campaigns work through a list by themselves. Most "my campaign isn't doing anything" questions are this.

The three types

Under My Campaigns → Create Campaign:

The Create Campaign menu showing Outbound Calls, Text Messages, and Batch Calls — The three campaign types. The first two wait to be triggered; only Batch Calls works through a list on its own.

Type	Channel	Starts when	Contacts come from
Outbound Calls	Voice	A lead is posted to it	Your CRM, website, or software
Text Messages	SMS	A lead is posted to it	Your CRM, website, or software
Batch Calls	Voice	The scheduled start time	Your ClearTalk contacts

Outbound Calls and Text Messages

Triggered

One lead at a time, as they arrive.
Fires within seconds of a lead being posted.
Right for inbound leads, form fills, and CRM automations.
Needs something on the outside to send leads in.

Batch Calls

Scheduled

Works through a list in batches on a timer.
Starts at the date and time you set.
Right for a list you already have.
Uses contacts stored in ClearTalk only.

The difference is where the list lives and what starts the work.

Which one do you want?

A lead just filled in a form and you want a call in 30 seconds. Outbound Calls, triggered from your form or CRM. This is the highest-value thing most businesses do with ClearTalk — speed to lead is the whole game.

You bought a list of 4,000 numbers and want to work through it. Batch Calls. Import the contacts, set a batch size and a wait, and let it run inside your working hours.

You want to text new leads and let an AI handle the replies. Text Messages. See Texting, which covers the agent, the message sequence, and opt-outs.

You want your CRM to decide who gets contacted and when. Outbound Calls or Text Messages, triggered from a CRM workflow. Your CRM keeps the logic; ClearTalk does the conversation. GoHighLevel walks through exactly this.

The question to ask is: does something outside ClearTalk already know who should be contacted? If yes, use a triggered campaign and let that system drive. If no — you have a list and nothing else — use Batch Calls.

What every campaign shares

Whatever the type, a campaign carries the same four things:

1
An agent
Which agent handles the conversation. Nothing happens without one.
2
Working hours
Days and times contact is allowed. Contacts waiting on a skipped day roll to the next open one.
3
Follow-up actions
Which results trigger a follow-up, either inherited from your organization or overridden here.
4
Limits
How many per day, and how many callbacks. Optional, but not for volume.

The settings every campaign has, whatever its type.

All four are covered in Campaign settings.

Watching a campaign work

My Campaigns shows every campaign with calls placed, answer rate, appointments, and cost, over a date range you pick. The headline figures at the top are a rolling last-seven-days view; the table below breaks it down per campaign.

Two habits are worth building:

Compare answer rates across campaigns, not against a benchmark. Your own campaigns calling your own lists are the only fair comparison you have.
Watch cost per appointment, not cost per call. A campaign with expensive calls and a good booking rate beats a cheap one that books nobody.

Campaigns

The three types

Which one do you want?

What every campaign shares

Watching a campaign work

Where to go next

Triggering a campaign

Batch call campaigns

Campaign settings

Texting campaigns

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