Monitor the performance of your outreach call campaigns

Crystal Field Updated by Crystal Field

Once you've contacted us and set up an Outreach Campaign, you can track the progress of that campaign right from your dashboard.

The default screen showcases your campaign performance. There's a funnel chart that shows you how many of your recipients we have completed all calls for, how many we have reached, and how many recipients converted — had a successful outcome.

Below the performance chart is a list of calls made. Here you can see the progress of each recipient — how many call attempts we've made and whether or not we've been able to speak with them.

Clicking on the megaphone icon in the left-side menu will take you to the Campaigns section. This list will give you a high-level overview of the progress of all your campaigns. For the details of a specific campaign, click its name.

If you click on the Campaigns section and don't see any campaigns, don't be alarmed. It's either that it's in progress, or that we haven't set one up for you yet. Contact our Client Success team at any stage and request an Outreach Campaign.

On the Campaign Details page, you can check that all the supplied details are correct — custom greeting, reason for call, call instructions, etc.

You can see the Campaign Schedule, and you can check the start date of the campaign, and see how many call attempts we will make on your behalf, including the gap between each attempt.

The Recipient List at the bottom of the page allows you to track progress on the campaign, including how many times we've attempted to call each recipient, and whether we've reached them or not.

Questions? Contact us!

If you're already a client and need help, please email us at or call us at (650) 727-6484 for assistance.

If you're not yet a client, please schedule a free consultation to get started with our outreach campaigns or email us at We'll help you select the best plan to match your business’s growth goals and budget.

How did we do?

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